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 articlesAccount & 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.
