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LedgerDock
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Decisions

Lines with no precedent wait here for you. One answer teaches next month.

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

The steps

  1. Each card is one line LedgerDock would not post on its own — usually a new vendor.
  2. The card shows the amount, the date, and the account LedgerDock proposes.
  3. “Approve” posts the proposal. “Change…” posts your account instead.
  4. “Why?” shows the reason behind the proposal.
  5. Next month learns from your answer, so the same question is not asked twice.
  6. Made a mistake? Undo it. There are no confirmation boxes to click through.

What the video says

Every word, written out

Decisions. Every line LedgerDock would not post on its own waits here for you. Usually, a new vendor.

Each card shows the amount, the date, and the account LedgerDock proposes.

Approve posts the proposal. Change posts your account instead.

Why shows the reason behind the proposal.

Next month learns from your answer, so the same question is not asked twice. And if you make a mistake, undo it. There are no confirmation boxes.

Keep going

Mail Give the client one address. What they send lands here, attachments included. Watch 0:27 Documents Statements, receipts, tax papers and reports, filed in one place. Watch 0:33 Receipts Every receipt for the company, ready to attach to its transaction. Watch 0:24

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

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