Find your way around Ledgri

The menu

The menu on the left groups everything by job: Sales, Purchases, Banking, Accounting, Inventory, Payroll, Projects and Reports. Settings and Help & support are at the bottom. On a phone or tablet, tap the menu icon at the top left.

Search anything

Press Ctrl K (⌘K on a Mac), or /, to search. You can find invoices, quotes, bills and expenses by number, name or amount, as well as customers, vendors, products, employees, projects and accounts. Use the arrow keys and Enter to open a result.

The New button

The green New button at the top right creates an invoice, quote, bill, expense, pay run, journal entry, customer, vendor or product from anywhere.

Notifications

The bell shows what needs your attention: overdue invoices, bills due this week, bank transactions to review, products to reorder, time or expense claims waiting for approval, and payroll remittances coming due. Click an item to go straight to it.

Switching businesses

If you look after more than one business, click the business name at the top left to switch between them.