LedgersLab
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User manual25 categories · 205 articles · every screen explained

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Every page, button and field in LedgersLab, in plain language, with numbered steps to follow along.

Popular:Create and send an invoiceRecord a payment receivedReconcile a bank account
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From sign-up to a working set of books

New to LedgersLab? These three pages take an organisation from its first login to month-end controls, in the order that avoids rework.

01

Create your account and organisation

The three-step sign-up, confirming your email and building your books.

Open 02

Set things up in the right order

Eight steps from company profile to month-end controls, each linking to its chapter.

Open 03

Which plan do I need?

What Simple Start, Essentials, Plus and Advanced each add.

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Popular topics

What people look up most

Straight to the section that covers the task.

Create and send an invoiceThe invoice form, Manage invoice, payment schedules and sending by email.Chapter 5 · SalesRecord a payment receivedOne customer payment allocated across several open invoices.Chapter 5 · SalesReconcile a bank accountStatement balance, cleared entries, the difference and the lock.Chapter 8 · BankingRun the financial statementsProfit & Loss, Balance Sheet, Cash Flow and Trial Balance, with comparisons.Chapter 19 · ReportsConnect Stripe, Plaid or GustoOnline payments, bank feeds and payroll, and the migration playbook.Chapter 22 · Settings and administrationAsk Fusion AI to draft a documentWhat the assistant can do and how the confirmation card works.Chapter 20 · Fusion AI — the assistantLock a period and close the yearPeriod locking, exception windows and the year-end close entry.Chapter 9 · AccountingMonth-end checklistThe one-page routine for closing a month cleanly.Chapter 24 · Glossary and quick referenceInvite your team and set rolesUsers, predefined and custom roles, and two-factor authentication.Chapter 22 · Settings and administration
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Category by category

Six parts and twenty-four categories, in roughly the order you would set things up and then use them. Each category walks through every page in its module, one article per section.

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