The Rules Engine Audit page shows who changed what in your Rules Engine, and when. It lists changes to rules and categories, and the Accept and Exclude actions taken on transactions, for everyone in your firm. If a transaction ended up in the wrong category or a rule changed unexpectedly, this is where to look.

How to open it

1. Open Rules Engine in the top navigation bar and choose your accounting platform.
2. In the Rules Engine menu, open Settings and select Rules Engine Audit.

The log is not a tab on the Global Rules page, which has only the Global Rules and Apply Status tabs. The newest entries are shown at the top. Each accounting platform's Rules Engine shows its own audit history.

What the log records

• Global Rules: rules created, edited and deleted.
• Client Rules: rules created, edited and deleted.
• Global Categories: categories created, mapped and deleted.
• Client Categories: changes to a client category's mapping, including unmapping.
• Transactions: Accept, Undo Accept, Exclude and Undo Exclude.

The log can also show entries LedgerSync makes automatically, for example when pending bank transactions are removed or settled. Transactions excluded automatically, by an exclusion rule or because their account is set to exclude, are not listed as actions in the log.

Each entry shows the date and time, the user who acted, the client, the event (for example UPDATE GLOBAL RULE) and a description. For an edited rule, the description lists what changed, with the old and the new value.

Batch actions

When transactions are accepted, excluded or undone together, the log shows one summary row for the batch, such as Accepted 20 transactions. Click the row to expand it and see each transaction in the batch, with its client, bank, account, transaction date, description and amount, plus the action, the user and the time.

Filtering and searching

You can narrow the log with these filters, alone or together:

• Client: entries for one client, including batches that touched that client.
• Entity Type: Global Rule, Client Rule, Global Category, Client Category or Transaction.
• Action: Create, Update, Delete, Accept, Undo Accept, Exclude or Undo Exclude.
• Date Range: a start and end date.

There is no separate user filter. To find one person's actions, type their name in the search box. The search box also finds rule and category names and words in the description. A search of three or more characters also looks inside batches, so you can find a transaction by its description.

Common uses

• Who changed the rule behind a wrong category? Set Entity Type to Global Rule (or Client Rule), search for the rule name and read its edit entries.
• Who accepted transactions that should not have been accepted? Set Entity Type to Transaction, Action to Accept and a date range, then expand the batch rows to find the transactions.
• When did a category mapping change? Set Entity Type to Global Category, or to Client Category for a client's own category.
• What did a new team member change? Search for their name.

Frequently asked questions

Who can see the audit log?

The log shows the activity of everyone in your firm, not only your own. There is no separate, reduced view for employees.

Does the audit log track syncs to QuickBooks Online?

No. Syncs are shown on the Sync Status tab under Transactions. The audit log covers rule, category and transaction review actions. For sync history, see: The Sync Status Tab

Need help?

Contact LedgerSync Support at support@ledgersync.com.