Getting started
The first-run onboarding flow, what LedgeIt sets up for you, and how to skip or revisit it.
On your first sign-in LedgeIt walks you through a short onboarding flow at /app/onboarding so the app is ready to use in a couple of minutes.
What the flow covers
- Business details — name, trading style and (if applicable) VAT number.
- Categories — LedgeIt seeds a sensible default list (Fuel, Travel, Meals, Office supplies…). Add or rename any of them now, or later from Settings.
- Try Capture — take a photo of any receipt so you can see the OCR flow end to end.
- Invite your accountant — optional; you can do this any time from Settings → Sharing.
Skipping and revisiting
- Every step has a Skip option — nothing is required.
- You can revisit onboarding from the dashboard's Setup checklist card until every step is complete.
- Business details and categories are always editable from Settings → Business.
What LedgeIt sets up automatically
- A tenant (your business record) and your owner membership.
- Default expense categories with colours.
- Your notification preferences at sensible defaults.