The History screen displays all modifications made to your business data. Every change is tracked and recorded here for audit purposes, providing a complete trail of who changed what and when.
To access the History screen, click the History button located in the top-right corner after opening your business.
The History screen shows a chronological list of all changes made to your business data. Each row represents a single modification and includes detailed information about what was changed.
You can use the View button on any row to see the complete details of that specific change, including the exact values that were modified.
To find specific changes quickly, use the dropdown filters in the top-right corner of the screen:
• User - Filter by the person who made the changes
• Type - Filter by the type of record that was modified (such as invoices, customers, or accounts)
• Action - Filter by the type of modification (Create for new records, Update for changes, or Delete for removals)
When you create a backup of your business, the history data is included by default. This ensures you maintain a complete audit trail when restoring from a backup.
If you need to reduce the backup file size, you can choose to exclude history data during the backup process. However, this means you will lose the audit trail for the excluded period.
To learn more about backup options, see: Backup