Navigation: Client Administration > Search for an existing client > Highlight the client > Client Log button

Overview

The Client Log is a powerful audit trail that allows you to view a detailed history of important changes made to a selected client's profile. This is a critical tool for tracking data modifications, ensuring data integrity, and reviewing user activity on a client's account. A printable report version of this log is also available.

Before You Begin: Prerequisites

• User Permissions: To access this screen, your user profile must be assigned the "View Client Log" permission, which is found under the "Client" section of Roles and managed by a System Administrator.

How to Access the Client Log

1. Find and Select the Client: Navigate to Client Administration > Search for an existing client. Find the correct client and click on their name to highlight them.
2. Open the Log: Click the Client Log button at the bottom of the screen.

Understanding the Client Log

The log displays a chronological list of all tracked changes made to the client's profile.

Columns Explained

Which Changes Are Logged?

The system specifically tracks changes made to the following important fields:

• Status (including automated changes from a workflow)
• Client Number
• Gross Salary
• Net Salary
• Cellphone Number
• Cellphone Number Enrolled
• Percentage of Salary Available
• Employer
• Pay Point
• Bank Name
• Bank Account Number
• Bank Account Branch Code
• Bank Account Type
• Bank Card Expiry Date
• Bank Account Limit
• Bank Card Number (Note: For security, this will be masked, e.g., 528497******4692)
• Payment Day of Month
• Payment Day of Week
• Payment Day of Month by Rule
• Payment Frequency
• Payment Move Direction
• Preferred CSP
• Tracking Days
• Pre-Representment Days
• December Tracking Days
• December Pre-Representment Days

Navigation

• Back button: Click this to close the Client Log and return to the previous screen.