What it does

Quickie keeps an append-only history of important changes. Nothing is ever edited or deleted from it — entries are only ever added. Use it to answer questions like "who marked that invoice paid?" or "when did this client accept their quote?".

Recorded events include:

Invoice sent, Invoice paid, Invoice updated and Invoice deleted
Payment recorded
Quote accepted
Marked paid by client (a client confirmed payment on the public invoice page)
Member role changed

You can filter the log, export it to CSV, and view a focused slice of it on any individual contact's page.

Where to find it

Click your avatar (top-right) and choose Audit log.

URL: /dashboard/audit

Owner-only: the menu item and page are visible only to owners; members are redirected to the dashboard if they try to open it.

Step by step

Read the log

The page lists entries newest-first. Each row shows:

An icon for the kind of event.
A plain-English summary of what happened.
The action label, the person who did it (or System for automated actions), and when.

Entries are paged 25 at a time — use the pager at the bottom to move through history.

Filter what you see

At the top of the page are four filters that combine:

Action — narrow to one type of event (e.g. Invoice paid). Choose All actions to clear it.
Actor — narrow to one person who performed the action. Choose Anyone to clear it.
From date — only entries on or after this date.
To date — only entries on or before this date.

Filters apply instantly and the list reloads. When any filter is active, a Clear button appears — click it to reset everything and return to the full log.

Export to CSV

Set any filters you want (the export matches exactly what's on screen).
Click Export CSV (top-right of the filter bar).
A file named like quickie-audit-2026-06-03.csv downloads.

The CSV includes columns: When, Timestamp, Actor, Action, Entity and Summary — handy for your records, an accountant, or a spreadsheet.

See a contact's activity

You don't have to use the full audit page to see what's happened with one client:

Open any contact's page.
Find the Activity log card.
It shows that contact's recent audit entries in the same format. (The card is hidden if there's no activity for them yet.)

What each screen shows

Audit log page:

Heading and a note that it's an "append-only record of significant changes."
A filter bar: Action dropdown, Actor dropdown, From and To date pickers, a Clear button (when filtering), and Export CSV.
The list of entries (icon, summary, action label · actor · time), or "No activity matches these filters." / "No activity recorded yet." when empty.
A pager (25 per page).

Contact page → Activity log card:

A compact list of that contact's audit entries, in the same row format.

Tips & good to know

The log is append-only — it's a reliable record precisely because no one can quietly change it.
Automated actions (like a client marking an invoice paid) are attributed to System rather than a teammate.
Export matches your filters, so to export just one month or one person's actions, set the filters first, then export.
The contact Activity log card is the quickest way to audit a single client without wading through the whole org's history.

Troubleshooting

I can't find the Audit log menu item. It's owner-only. Members don't see it and are sent back to the dashboard if they open the URL directly.
My filters show nothing. You'll see "No activity matches these filters." — widen the date range or click Clear to reset.
The CSV has fewer rows than I expected. The export honours your active filters. Clear them first for the complete log.
A contact has no Activity log card. That card only appears once there's recorded activity for that contact.

Audit Log