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How to track Billing (Billing page & Audit Trail)

Use this guide to review billing, licence usage, and user activity in the Billing area.

R
Written by Rory Kehoe
Updated yesterday

Open Billing

  1. Click the cog (top-right).
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  2. Select Billing.

What’s on the Billing page

  • Customer ID
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    • Reference for contacting support.
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  • Subscription Summary
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    • Billing frequency (monthly/annual), next billing date, subscription type..
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  • Subscription Breakdown (table)
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    • Month-by-month usage: licences/users charged, pre-paid vs additional licences, extra user charges.
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    • Note: deletions reflect in the following month’s summary.
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  • Activity Audit

  • Logs Action, Date/Time, Performed by, Affected user.
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  • Filters: by Date, User Type (agency, locum & employee), Action Performed (add/remove) and User Affected and Performed By
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Tips

  • Use Activity Audit to confirm who added/removed users and when.
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  • Schedule a monthly review after your licence cleanse to validate charges.
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Troubleshooting

  • Charges higher than expected: Check Subscription Breakdown for additional users; remember mid-month removals don’t reduce that month’s count.
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  • Deletion not reflected: It will appear in the next month’s summary.
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  • Missing activity: Adjust Audit filters (Action/User type) and recheck dates.
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  • Need help? Click the chat button in the bottom-right corner of the screen to contact our support team.

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