LedgersLab
Log inStart free
OverviewFusion AIInvoicing & paymentsBank reconciliationReportsInventoryAll featuresPricingHelp CenterFAQBlogContact
Log inStart free

Settings → Developer → AI Assistant — configure how the AI agent answers questions, drafts transactions and interacts with your bookkeeping data.

  • Enable AI assistant — off makes chat and document extraction unavailable for everyone in the organisation.
  • Posting behavior — Post transactions immediately: when the AI creates a journal entry or expense, post it to the ledger straight away instead of leaving it as a draft.
  • Model — the Provider and Model the assistant runs on. Leave the platform default unless you have a reason to change it.
9.7Accountant settings, period locking and year-end closeSettings → Accounting → Accountant holds the bookkeeping rules: Accounting basis — Accrual (revenue and expenses recognised when invoiced or billed) or Cash…Accounting18.10CRM settingsSettings → CRM (in the main Settings module) groups fifty configuration screens: Group Screens People and roles Users (who works in CRM), CRM roles and…CRM — leads, accounts, opportunities and forecasting17.13SettingsHRMS → Settings gathers every configuration page: General — company profile, departments, job positions, job roles, announcements, mail templates,…HRMS — people, time, pay and hiringRecommended setup order for a new organisationIf you are setting up LedgersLab for the first time, work through the chapters in this order. Each step builds on the one before it. Create your account and…About this manual