Rules Engine — Audit Log
Overview
The Rules Engine Audit Log is a complete, searchable record of every action taken inside the LedgerSync Rules Engine — by any user in your firm. It tracks rule changes, category updates, and individual transaction actions so that nothing is invisible. If a transaction was miscategorized, moved to the wrong queue, or a rule was modified unexpectedly, the audit log tells you exactly who did what and when.
What the Audit Log Tracks
The audit log captures four categories of activity:
| Activity Type | What Is Recorded |
|---|---|
| Global Rule changes | Rule creation, edits (what changed), and deletions |
| Client Rule changes | Rule creation, edits, and deletions at the client level |
| Category changes | Global Category and Client Category creation, edits, mapping updates, and deletions |
| Transaction actions | Accept, Undo Accept, Exclude, Undo Exclude — for every individual transaction affected |
Every entry records:
- The user who performed the action (by name)
- The date and time the action was taken
- The specific entity that was changed (rule name, category name, or transaction details)
- What the value was before and after the change (for rule edits)
Batch Actions — Drill Down to Individual Transactions
When a user performs a batch action — for example, accepting 200 transactions at once — the audit log records a single summary row for that batch. You can expand any summary row to see every individual transaction that was affected, each showing:
- Client name
- Bank and account name
- Transaction date, description, and amount
- The action that was taken (accepted, excluded, undone)
- The user who performed the action
This makes it straightforward to investigate a specific transaction: find the batch it was part of, expand it, and locate the transaction in question.
How to Access the Audit Log
- Open the Rules Engine from the top navigation bar
- Select Global Rules
- Look for the Audit Log tab or button within the Rules Engine interface
- The log loads with the most recent actions at the top
Filtering the Audit Log
The audit log can be filtered by:
- User — see only actions taken by a specific team member
- Entity type — filter to show only rule changes, only category changes, or only transaction actions
- Date range — narrow to a specific time window (e.g., this month, last 30 days, or a custom range)
Combine filters to answer specific questions, such as: "What did this employee do in the Rules Engine last Tuesday?" or "Which rules were changed in the past two weeks?"
Common Use Cases
| Question | How to Use the Audit Log |
|---|---|
| A client's transactions are in the wrong category — who changed the rule? | Filter by entity type "Global Rule," search for the rule name, and review the edit history |
| Transactions were accepted that shouldn't have been — who approved them? | Filter by entity type "Transaction Action" and date range; expand batch rows to find the specific transactions |
| A Global Category mapping changed unexpectedly — when did that happen? | Filter by entity type "Category" to see all category changes with timestamps |
| A new employee made changes — what did they do? | Filter by user (the employee's name) to see every action they took |
| Need to prove to a client that their transactions were reviewed before being pushed to QBO | Export or screenshot the filtered audit log showing acceptance actions for the relevant period |
Frequently Asked Questions
Q: How far back does the audit log go?
The audit log records actions from when the feature was deployed. Actions taken before the audit log existed are not retroactively captured. Transaction actions (accept, exclude) going forward are all captured from the time the feature was enabled.
The audit log records actions from when the feature was deployed. Actions taken before the audit log existed are not retroactively captured. Transaction actions (accept, exclude) going forward are all captured from the time the feature was enabled.
Q: Can employees see the audit log, or only administrators?
The audit log is visible to all users with access to the Rules Engine. Administrator-level access is required to see actions taken by all users; employees may have a filtered view. Contact support if you need to adjust visibility settings.
The audit log is visible to all users with access to the Rules Engine. Administrator-level access is required to see actions taken by all users; employees may have a filtered view. Contact support if you need to adjust visibility settings.
Q: Is the audit log exportable?
Contact LedgerSync Support for assistance with audit log exports if needed for compliance or review purposes.
Contact LedgerSync Support for assistance with audit log exports if needed for compliance or review purposes.
Q: Does the audit log track syncs to QBO?
Transaction syncs to QBO are tracked in the Sync Status tab rather than the audit log. The audit log focuses on Rules Engine actions (rule changes, category changes, accept/exclude decisions). For sync history, see: How to Use the Sync Status Tab
Transaction syncs to QBO are tracked in the Sync Status tab rather than the audit log. The audit log focuses on Rules Engine actions (rule changes, category changes, accept/exclude decisions). For sync history, see: How to Use the Sync Status Tab
Need Help?
Contact LedgerSync Support at support@ledgersync.com
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