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Business Ledger — First Time Setup
Step 1 of 2 · Your Business
Tell us about your business

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Data stays on your device · Export CSV any time as your backup

Overview
Ledger Breakdown
TabTypeRecordsTotal ValueOutstanding
Recent Activity
Customer List
Auto-updated from sale records
Name Contact Status Total Spend Visits Outstanding Last Visit
Quarterly Report
UK Financial Year · For accountant use
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Account Overview
Team
EmailRoleStatusAdded
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Pending Invitations
EmailRoleInvitedExpires
No pending invitations.
Audit Log
WhenWhoActionDetails
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Receipt Preview