The Audit page can be found under your Account Settings.
A single view for your entire account history. Instead of hunting through individual records, you can see all account changes in one chronological feed, with the most recent activity at the top.
Know who did what and when. Every entry shows the acting manager by name, the time of the change, the affected record, and the specific fields that were updated — including the old and new values.
Search across all changes by name. Use the search bar to filter the feed by entity name, property, unit, owner, payee, or manager so you can zero in on the history that matters to you.
Expand and export. Go fullscreen to review long histories without distraction, and export any loaded set of entries to CSV for offline analysis or reporting.
How to use
Open the audit tab
1. Navigate to the Settings Account area from the main navigation.
2. Select the Audit tab — it appears alongside your other account tabs.
3. The feed loads automatically, showing the most recent changes first.
Search and filter the history
1. Type a name — a manager, property, unit, owner, or payee — into the search bar at the top of the grid.
2. The feed filters to show only matching entries.
3. Clear the search field to return to the full account history.
Export entries to CSV
1. Optionally filter the feed to the entries you want to export.
2. Click the Export control on the audit grid.
3. The loaded entries download as a CSV file.
Go fullscreen
1. Click the Fullscreen icon on the audit grid to expand it to fill your viewport.
2. Click the same icon again to collapse back to normal view.
FAQ
Who can access the audit history?
Only users with the Admin role can view the Audit tab and its contents. The tab is not visible to other users, and navigating directly to the audit page does not reveal any data.
What kinds of changes are recorded?
The feed captures creates, updates, and deletes across your account's records. Each entry shows the affected entity, the type of event, and for updates which fields changed and what the old and new values were.
What if a change was made automatically by the system rather than a person?
Automated changes are shown with a system indicator rather than a manager's name, so you can tell the difference between a human action and a background process.
Can I search by date?
The grid currently supports free-text search by name. To review a specific time window, scroll or page through the newest-first feed each entry displays its exact timestamp.
Does the export include all history or just what's on screen?
The CSV export includes the entries that are currently loaded in the grid. Use search or pagination to narrow or expand the set before exporting.




