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LedgerDock
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Company settings

Name, industry, tax class, accounting method and close period, for one company.

35 seconds, with voice and captions. The company on screen is a demo with invented books.

The steps

  1. Open the company's settings from the left menu, under Company settings.
  2. Company Details: the name, industry, tax classification, tax ID and address.
  3. Accounting Preferences: cash or accrual, the fiscal year-end, the books start date, and how often the books close.
  4. Members: who can open this company. Invite someone from there.
  5. Audit Trail: every change to the company, who made it, and when.

What the video says

Every word, written out

Company settings. How the books of one company are kept. Open them from the left menu, under Company settings.

Company details. The name, the industry, the tax classification, the tax I D, and the address.

Accounting preferences. Cash or accrual. The fiscal year end. The books start date. And how often the books close.

Members shows who can open this company. Invite someone from there. And the audit trail shows every change, who made it, and when.

Keep going

Profile & security Your account, your company access, and a stronger sign-in. Watch 0:38 The five doors LedgerDock is five steps, in order. This is the map. Watch 1:08 Bank feeds Connect a bank once. Its transactions come in by themselves — you choose when they enter the books. Watch 1:07

Try it on your own books. One set of books is free.

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