LedgerLedger Docs

Core Concepts

Spaces

Spaces organize items by room, location, or work area.

Examples:

  • Living Room.
  • Primary Bedroom.
  • Warehouse Bay 2.
  • Install Truck.
  • Staging Area.

What Spaces Are For

Use spaces to:

  • Group project items by room.
  • Track where inventory items are stored.
  • Prepare property management handoff reports.
  • Track room-level checklists.

Space Checklists

Spaces can include checklists. These are useful for installation, quality control, receiving, or other recurring room-level tasks.

Admins can create space templates so common checklists can be reused.

Assigning Items

An item can be assigned to one space at a time. Moving an item to another space replaces the old assignment.

Spaces do not directly change budgets. Budgets are driven by transactions and item categories.

Related