Activity | Accountants | Kick Docs

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Overview

The Activity tab is Kick's built-in audit log, giving you complete visibility into every change made to your transactions and accounting data. Whether you're a senior accountant reviewing your team's work or a bookkeeper tracking your own updates, the Activity tab keeps a detailed, timestamped record of all activity so you always have total confidence over your books.

Activity tab layout

The Activity tab includes four columns:

• Date: The exact timestamp of when the change occurred, displayed in your local time zone down to the minute.

• Updated By: Who or what made the change (see the "Updated By" section below).

• Activity: A description of what changed.

• Entity: The entity associated with the change.

Who makes updates (Updated By)

Every log entry records exactly who or what triggered the change. There are four possible sources:

1. Kick Agents

Kick's built-in AI agents handle certain automated updates in the background. Actions performed by Kick agents include:

• Categorization updates
• Counterparty updates
• Transfer match updates
• Document processing updates

Each of these will display the relevant Kick agent as the author of the change.

2. Direct Integrations

If your account is connected to a direct integration (Plaid, Ramp, PayPal, Stripe, Mercury, Gusto) any transactions synced through that integration will display the integration's logo as the source of “synced transactions” updates.

3. Workspace Members

Any update made by a person on your team, whether a business owner, senior accountant, or junior bookkeeper, is recorded under their name. This makes it easy to review who on your team made a specific change and when.

4. Rules

When a transaction is updated automatically by a rule you've set up, that change is logged and attributed to the rule. You have full visibility into what rules are affecting your transactions and when.

Types of activity logs

The Activity tab currently captures logs for all actions taken on the Transactions and Accounting tabs, including:

• Category Updates: Any time a transaction's category is changed
• Transaction Sync Updates: Logs generated when transactions are synced from a connected integration
• Transaction Status Updates: Recorded when a transaction status changes, such as moving from Pending to Posted
• Counterparty Updates: Any assignment or change to a vendor or customer on a transaction
• General Ledger Updates: Changes made to general ledger assignments
• Split Updates: Logged whenever a transaction is split or un-split
• Reconciliation: Records when an account is reconciled, including the account name and the period it was reconciled for
• Manual Journal Entry Creation & Updates: Journal entry changes that cross out the previous description, amount, or account and highlight the new value in light blue
• Entity Updates: Logged when a transaction is moved between two entities
• Transfer Matches: Recorded when transactions are matched across accounts, as well as when a match is removed
• Note Updates: Any time a note is added or changed on a transaction

Coming Soon: Kick is expanding the Activity tab to capture logs for every action taken across the platform. The current release covers all transaction and accounting tab actions.

Timestamps & time zones

All activity logs are displayed in your local time zone, timestamped to the exact minute the change occurred. This level of precision means you can pinpoint exactly when something changed, whether you're troubleshooting a discrepancy or reviewing a team member's work.

Filter the Activity log

The Activity tab includes filters to help you quickly find the logs you're looking for. You can filter by:

• Date: Narrow logs down to a specific date range.
• Updated By: Filter by a specific team member, integration, Kick agent, or rule.

Example: If you want to review all changes made by a junior bookkeeper last month, simply filter by their name and the relevant time period. You'll see a complete record of every update they made during that time.

Take action from a log

The Activity tab isn't just for viewing, you can act directly from it:

• Undo changes: Reverse an update directly from the log entry.
• Edit transactions and journal entries: Click through from a log entry to the linked transaction or journal entry to make updates.

Summary

The Activity tab gives you a full, transparent audit trail of everything happening in your client’s workspace. With detailed logs, clear attribution, precise timestamps, and powerful filters, you have everything you need to maintain accurate books and confidently review your team's work.