Ledger is organized around the work employees do most often: projects, review, search, and settings.
Projects
Use Projects to open active or archived client projects.
Inside a project:
- Items shows project items and item quick drafts.
- Transactions shows project financial records.
- Spaces groups items by room, storage location, or other work area.
- Notes stores project notes.
- Finances contains budgets, billing, and reports.
Review
Use Review for transactions that need attention. Review groups pending transactions by:
- Unassigned.
- Inventory.
- Project.
Open a transaction from Review when you need to assign it, correct missing details, or confirm where it belongs.
Search
Use Search when you know what you are looking for but not where it lives.
Search can find:
- Items.
- Transactions.
- Spaces.
Search results are separated by result type, and you can open records directly from the results.
Settings
Use Settings for account and admin setup.
Depending on your role, Settings may include:
- General account information.
- Appearance preference.
- Budget categories.
- Space templates.
- Vendors.
- Users.
- Account settings.
Create Button
The create button is available in several areas of the app. It can start common actions such as:
- New Project.
- New Item.
- New Transaction.
- Quick Note.
The exact behavior depends on where you are in the app.