SQL-Ledger user manual

The complete SQL-Ledger 3.2 feature set — the same 36 features the upstream project documents — written as a user manual: one page per module, each with a step-by-step walkthrough of the screens involved, for what the hosted install actually does. The screenshots are the real application on live data.

Create your free account
Start here: how it fits together The modules, how a quotation becomes an order and an invoice, and how every posting from every module lands in one ledger table — with a diagram.

Setup

Customisable templates Every document is a template you can edit.
Import transactions Bring in what you already have.
Export Get anything back out again.
Application interface Build on top of the data.
Backup Take a copy whenever you want one.
Administration Datasets, users and defaults, all in the application.
Access control Decide who sees which screen.
Multi-user As many people at once as you need.
Multi-company A separate set of books per company.
PostgreSQL backend A real database, not a file format.
Internationalisation 40+ interface languages, and documents in the customer’s own.
Phones and tablets Usable away from a desk.
Web storefront An online shop that sells from the same inventory.

Ledger

General ledger One double-entry ledger that every module posts into.
Chart of accounts Your chart, seeded from any of 60+ country templates.
Financial statements Balance sheet, income statement and trial balance, for any period.
Customisable reports Choose the columns, the filter and the sort — on every report.
Memorised report layouts Save the report you built and call it back next month.
Customisable taxes Any number of taxes, set where they actually apply.
Foreign currency Trade in any currency and keep the books in yours.
Audit control Close the books, and keep a trail of what changed.

Sales

Accounts receivable Everything owed to you, from the entry screen to the aged report.
Billing and invoicing Raise an invoice against stock, services or both.
Recurring transactions Set the schedule once; the documents raise themselves.
Sales and purchase orders Quote it, order it, ship it, invoice it — without re-keying.
Customers Who you sell to, on what terms.
Point of sale A till that posts to the same ledger as everything else.

Purchasing

Accounts payable The receivables machinery, pointed the other way.
Vendors Who you buy from, and what they charge.
Vouchers Separate the keying of an invoice from the approval to post it.

Money

Cheque printing Print the cheque that pays the invoice you just entered.
Document control numbers (DCN) A reference number the bank carries from the invoice to the payment.

Inventory

Inventory control Parts, services and stock figures that follow the paperwork.
Assemblies, BOM and kits Build from components, or bundle for the invoice.

People

Payroll Wages and deductions you define, posting to your own accounts.
Time cards Book hours against a job and bill them.

Prefer a book? The 2015 SQL-Ledger User Guide (PDF, 231 pages, written for version 3.0 by Armaghan Saqib and Sebastian Weitmann) covers the same ground in long form, including installation, LaTeX templates and a chapter of SQL queries. The pages above are current for 3.2 as hosted here.

See it with your own data

Create a company dataset, pick a chart of accounts and start invoicing. Already running SQL-Ledger? We’ll move it for you.

Create your free account