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Audit Log
22 events · 14 agent actions · 8 user actions
All actors
Doc
Penny
Philip
All modules
Auth
Bookkeeper
Coaching
Quoting
Reports
Settings
22 of 22 shown
Time
Actor
Event
Module
Action
5:00 PM
May 5
Doc
Generated EOD report for May 5 — net $4,840
Doc
Reports
generate
3:12 PM
May 5
Doc
Scored call from James Kowalski — F (42)
Doc
Coaching
score
2:32 PM
May 5
Doc
Transcribed call from Donna Cassidy (3:18) via Deepgram
Doc
Coaching
transcribe
11:00 AM
May 5
Philip
Created QBO deposit: $1,654.28 (4 TSYS card payments)
Philip
Bookkeeper
create
10:31 AM
May 5
Doc
Scored call from Catherine Whitaker — A (92)
Doc
Coaching
score
10:15 AM
May 5
Philip
Rejected anomaly flag on ATM withdrawal — marked as petty cash
Philip
Bookkeeper
reject
9:45 AM
May 5
Philip
Approved categorization: Cardinal IG → COGS — Glass Materials
Philip
Bookkeeper
approve
9:30 AM
May 5
Philip
Flagged call c-4218 (Margaret Hollister) for 1-on-1 review
Philip
Coaching
update
9:03 AM
May 5
Doc
Scored call from Glenn Whitaker — D (64)
Doc
Coaching
score
8:15 AM
May 5
Doc
Scored call from Margaret Hollister — F (58)
Doc
Coaching
score
8:00 AM
May 5
Philip
Updated coaching rubric — increased Booking Attempt weight to 30%
Philip
Settings
update
7:45 AM
May 5
Philip
Logged in from Philip's MacBook Pro
Philip
Auth
login
6:11 AM
May 5
Penny
Auto-categorized FedEx 821-44 → Shipping & Freight (92% confidence)
Penny
Bookkeeper
categorize
6:10 AM
May 5
Penny
Auto-categorized Stripe payout → AR clearing (99% confidence)
Penny
Bookkeeper
categorize
6:00 AM
May 5
Doc
Generated coaching brief for today — 4 missed bookings flagged
Doc
Coaching
generate
6:00 AM
May 5
Penny
Generated morning briefing — 6 transactions need review
Penny
Bookkeeper
generate
5:30 AM
May 5
Doc
Rebuilt pattern library from 15 scored calls — top need: Booking Attempt
Doc
Coaching
generate
5:05 AM
May 5
Penny
Synced 42 transactions from QuickBooks Online
Penny
Bookkeeper
sync
5:00 AM
May 5
Doc
Pulled 15 calls from ServiceTitan — 14 scored, 1 voicemail
Doc
Coaching
sync
6:00 PM
May 4
Penny
Learned new rule: 'Anchor Ventana' → COGS — Tempering (from 3 approvals)
Penny
Bookkeeper
create
4:00 PM
May 4
Philip
Exported weekly report PDF for week of Apr 28
Philip
Reports
export
2:30 PM
May 4
Philip
Created shower enclosure estimate for Susan Park — $2,420
Philip
Quoting
create