LedgerHQ mobile app

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Sign In And Device Access

Sign in with the same LedgerHQ email and password used on the web. Password AutoFill is supported on iPhone. After sign-in, the app can save a protected device credential for Log in with Face ID. Signing out removes the mobile session.

From More, choose Face ID lock off to turn on the local app lock. The label changes to Face ID lock on. A short app switch keeps the current screen open. Returning after 30 minutes in the background, or reopening after the app process ends, requires Face ID before the workspace appears. The device must have Face ID, Touch ID, or a device passcode available.

Open More > App Info when support needs the installed Version, Build, or Updated values.

Company Owner Navigation

The company-owner tabs are:

• Home — company activity and shortcuts;
• Tasks — requests and follow-up;
• Money — invoices, customers, payments, and related money work;
• Books — reports and company financial information; and
• More — profile, support, preferences, app information, and sign out.

The company-owner shell does not include Tally. Use the web Tally workspace or the firm accountant shell for firm-wide Tally work. Some SMB owner accounts use Home, Tally, Money, Books, and More instead.

Accountant Navigation

The accountant tabs are:

• Firm — a launcher with company and connected-bank counts, Talk with Tally, Companies, Requests, and the firm Files launcher;
• Tally — the full-screen, firm-wide Tally conversation;
• Companies — choose a company, then work in that company's workspace;
• Requests — the firm-wide client-request queue; and
• More — Fast coding, profile, notifications, support, app information, and sign out.

Use Companies to browse and switch companies. Company-scoped screens keep the selected company at the top.

Work From A Company

The Companies tab is dropdown-first. A selected company can show bank-feed cards and actions for Coding, Requests, Reports, Statements, Reconcile, Accounts, and Journal. Mobile hides actions when there is nothing to do.

Use the desktop app for company creation, QuickBooks and CSV imports, detailed reconciliation setup or repair, and work that needs several screens at once.

Talk With Tally

The accountant Tally tab is firm-wide and has no company dropdown. Name the company in the message when the request is company-specific. It shares the managed Tally service with the web app.

When voice is available, choose Talk to record a message. Choose Stop & send to send the final transcript to Tally. If the firm reaches the voice allowance, mobile shows 100-minute voice allowance reached. Typing still works. The text composer remains available.

The Tally options menu includes Report a problem. Use it with the company, screen, and affected result when support needs the conversation and recent change evidence.

Requests, Money, Statements, And Reports

Requests keep owner questions, answers, and uploaded files in the shared thread. Mobile Statements uses the shared statement store for review and supported uploads; statement evidence does not certify that the books or a reconciliation are complete.

Company owners can create and send invoices from mobile. The invoice flow uses Customer, Items, and Review & send steps. From an invoice, available actions include emailing it, texting or sharing its payment link, sharing the PDF, and entering a card.

Client and accountant Reports share the same catalog and native detail views, including Income Statement, Balance Sheet, Trial Balance, General Ledger, comparison reports, Cash Flow, and Financial Ratios. PDF/XLSX export appears where the report supports it.

Notifications And Support

Open More > Notifications for the shared inbox and delivery settings. The inbox keeps up to 50 recent notifications for the workspaces available in the active client or accountant portal. An unread item shows its company, time, and destination. Select it to mark it read and open the related request, bank work, support ticket, report, approval, or Tally item.

Mark all read clears the inbox unread state. Opening or returning to the app clears the iOS icon badge, while unread items remain in the inbox until they are opened or marked read. A later background notification can set the icon badge again.

The Delivery settings section controls the available email and push events. The operating system must also allow LedgerHQ notifications. Turning off a push preference does not mark an existing inbox item read.

Support is available from More. Include the company, screen, date, amount or report, expected result, and the App Info version when reporting a device problem.