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A guide for every page in LedgeIt — with screenshots. 37 articles in total.
Video demos
Under-20-second walkthroughs of LedgeIt for each role — business owners, accountants, practice admins and platform admins.
Getting started
The first few minutes with LedgeIt.
For business owners
Everything under the /app section.
Capturing receipts
Photo, PDF upload and OCR review.
Logging expenses
Manual expenses with categories and VAT.
Recording mileage
HMRC-accurate mileage tracking.
Approvals workflow
Submit, approve or reject employee items.
Managing your team
Invite employees and assign roles.
Running reports
Monthly summaries, category breakdowns, VAT and CSV exports.
Notifications
In-app bell, email notifications and what triggers alerts.
Managing your subscription
Plans, upgrades, cancellation and the billing portal.
Account settings
Business details, VAT number, preferences and security.
Sharing with your accountant
Invite, manage and revoke accountant access.
Working with your accountant
Accept invites and hand over at year end.
For accountants (Practice)
The /practice portal.
Practice dashboard
Overview of clients, activity and plan usage.
Your clients list
Every business you look after and their status.
Inviting clients
Add clients, track invite status and manage seats.
A client's expenses
Review and approve everything a client has logged.
A client's mileage
Review and export a client's journeys.
A client's approvals
The approvals inbox scoped to one client.
A client's reports
Monthly summary, VAT preview and mileage totals.
Exporting one client
Bulk export a single client with your preferred template.
Export templates
Reusable mappings for IRIS, Xero, QuickBooks, Sage and more.
Exporting client data (bulk)
Run the same export across many clients at once.
Practice billing
Accountant plans, seat usage and the billing portal.
Practice settings
Practice branding, defaults and team.
Practice help centre
The in-app help catalogue for accountants.
For platform admins
The /admin section — visible only to platform admins.
Platform overview
Headline health and quick links across admin surfaces.
Accountant practices
Every practice, its plan, seats and members.
Businesses
Every business tenant, its owner and linked practice.
Platform config
Feature flags, plan definitions and HMRC rates.
Audit log
Every meaningful platform event with actor and payload.
Receipts integrity check
Detect orphaned images and broken storage links.
Legal document CMS
Author and publish new versions of Terms and Privacy.
Account & platform
Sign-in, legal documents and platform status.