LedgerHQAccounting And Reports
15 articles
Company overview dashboardRead the company Overview dashboard — revenue and expense cards, the financial KPI tiles, and Recent Entries.Chart of accounts and registersBuild and maintain the chart of accounts, manage account types and settings, and read an account register with its running balance.Journal entriesCreate a balanced manual journal entry, read and act on entry detail, post a draft, duplicate an entry, edit a posted entry, and void a posted entry.Correct a bank-feed journal entryFix a journal entry that came from a posted bank row by going back to the row, not the entry.Scheduled journal entriesCreate repeatable journal-entry templates, control due posting, and trace generated entries back to their schedules.Fixed assetsTrack fixed assets, choose monthly or annual depreciation, post depreciation, and record disposals.Period review and fiscal-year protectionReview the month's books and understand the difference between reconciliation and closing a fiscal year.ReportsRun posted-ledger financial reports in Cash or Accrual basis and export polished statements from LedgerHQ.Consolidated financials for a group of companiesCombine two or three companies' Profit & Loss and Balance Sheet side by side, eliminate intercompany accounts, and print the consolidated statements.Track classes and report profit by classTag income and expense lines by location, department, or property, allocate shared costs, and review Profit & Loss by Class.Prepare and send monthly financial reviewsReview a company's monthly packet, choose its presentation, and send it to an owner or tax preparer.InvoicesCreate, send, track, collect, download, duplicate, and void customer invoices from LedgerHQ.Customers and what they oweThe Customers tab shows live open and overdue balances per customer straight from the invoice tables, and each customer page merges their invoices and payments into one timeline.Manage customer subscriptions and portal accessLink a company's existing Stripe subscriptions to its customers and share private billing portals.Brand a company's invoicesSet the logo, colors, and customer-facing contact details that appear on a company's invoice PDFs, payment pages, client portal, and invoice emails. All collections