Administration

Everything an administrator needs is a screen rather than a support ticket — and on our hosting, creating a dataset is self-service.

• Create a company dataset yourself from the dashboard, with the chart, templates and language you choose.
• Add users, set their role, language and password.
• System defaults: numbering, precision, default accounts, business types, warehouses, departments.
• Payment methods, currencies, tax codes and languages maintained in the application.
• Edit the stylesheet and the document templates in the browser.
• Year end, and the audit lock date, are administrator actions.

Where to find it System › Defaults  ·  System › Preferences  ·  System › Warehouses  ·  System › Departments  ·  System › Type of Business  ·  System › Payment Methods  ·  System › Currencies  ·  System › Languages

Finding your way around

1. After signing in, the menu is on the left; every module opens into a list of its screens. The search box above the menu finds a screen by name.
2. The home page shows recent transactions and what is overdue, each row linking to the record.
3. Screens are forms: fill in, press Update to recalculate, and the action buttons (Post, Save, Print) are along the foot.

First-time setup

1. System › Defaults: company name and address as they print on documents, business number, precision, the default accounts, and the last number used for every document type — set these to carry on from your old numbering.
2. System › Preferences: your own name, password, language, date and number formats and stylesheet.
3. Then the lists: warehouses, departments, business types (with their discounts), payment methods, currencies, languages and taxes. Each is a screen under System with an Add button.
4. Employees and their logins are under HR; roles under System › Roles. See access control.

From the blog

• The website and control panel are now one application — Ledger123.com and the hosting control panel have been merged into a single application. Existing accounts keep working exactly as before.
• Free forever SQL-Ledger Hosting — tl;dr: Signup here: https://account.ledger123.com/ From today we are offering free forever SQL-Ledger hosting. You can signup and create as many databases as you want to.