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Preview documentation. These guides describe the planned product. Accounts and integrations are not open yet.

The audit trail

Every important change is kept in a trail that cannot be edited; each confirmed price keeps who set it and when.

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  • Prices confirmed and changed, with who and when.
  • Versions sent, accepted and locked; change orders; documents issued, credited or voided.
  • Payments recorded, matched and refunded, with the evidence.
  • Role changes and sign-in security events.

The trail cannot be edited, by you or by us. Staff access to your workspace is time-limited and recorded with a reason.

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