LedgerHQAccounting And Reports
12 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, 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.Month-end closeUse the close worksheet and reconciliation-based period-lock recommendation to protect reviewed books.ReportsRun core financial reports and export polished statements from LedgerHQ.Tax export and Drake workbookBuild a year-end trial-balance workpaper with tax adjustments and export a Drake-formatted 1120S workbook for tax season handoff.Invoice documentsCreate, send, download, duplicate, and void polished invoice documents from the Invoice Docs surface without turning on AR tracking.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.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