The activity log and the Data Bank

The activity log

Changes across the workspace are recorded — what was changed, by whom, and when. The latest entries appear on Company Home under Recent Activity; the full trail is on the Activity Log screen.

1. Open Logs → Activity Log.
2. Read down the entries, most recent first.

The trail is also what fills the "Added By" and "Last Modified By" stamps on the Chart of Accounts edit drawer, and it records every CSV import run.

The Data Bank

Data Bank is the company document repository, organised by module. Its own subtitle says as much: "Company document repository, organised by module."

1. Open Management → Data Bank.
2. Press Upload and give the file a Title, a Module and a Category.
3. The list shows Title, Module, Category, Size and Uploaded, with Download and Delete against each row.