LedgerHub help center

A little guidance.
A clear next step.

Find answers, build good habits and get help when you need it.

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16 articles

Account & access

Getting started with LedgerHub →

Accept your invitation, sign in and find your company.

Account & access

Sign-in and account recovery →

Resolve an expired invitation, missing code or lost authenticator.

Account & access

Choose the right company →

Understand workspaces, companies and company switching.

Account & access

Invite your team and manage access →

Give people the access they need and remove it when they leave.

Help & service

Open and follow a support request →

Send a question, track replies and reopen a resolved request.

Help & service

Grant and revoke support access →

Control whether support may temporarily view your books.

Bookkeeping

Connect and troubleshoot bank feeds →

Review connection health and safely recover interrupted feeds.

Bookkeeping

Review and match bank transactions →

Keep downloaded bank lines separate from reviewed accounting records.

Bookkeeping

Reconcile against a bank statement →

Use the statement period and balance to verify your bank records.

Sales & purchases

Create invoices and review payment status →

Review an invoice before sending it and track its settlement.

Sales & purchases

Record bills and expenses →

Use the right purchase workflow and attach supporting documents.

Reports & data

Run and compare financial reports →

Choose dates and accounting basis, then investigate the details.

Reports & data

Send documents securely →

Upload receipts and statements to the correct company.

Reports & data

Review changes in the audit trail →

Understand who changed a record and investigate its history.

Account & access

Understand your plan and services →

Separate software access, company permissions and accountant services.

Help & service

Privacy, data and security questions →

Find the policies and get help with a data request.

Still need a hand?

Send a request from the company you need help with. If you cannot sign in, contact I&S Accounting Services by email.