Ledger helps the team track client projects, business inventory, purchases, returns, budgets, invoices, and reports in one place.
Use Ledger to answer questions like:
- What items belong to this project?
- Which items are still in business inventory?
- What has been purchased, returned, or moved?
- How much has been spent against a project budget?
- What should be invoiced to the client?
- Which transactions still need review?
The Big Picture
Ledger has two main places where items and transactions can live:
- Projects: client work, such as a design or installation project.
- Inventory: business-owned items that are not currently assigned to a client project.
Items can move from inventory into a project, from a project back to inventory, or from one project to another. Ledger records those movements so budgets, reports, and item history stay understandable.
What Employees Usually Do
Most employees use Ledger to:
- Create or update projects.
- Add item quick drafts from photos.
- Add full item details.
- Create transactions from purchases, expenses, fees, sales, or returns.
- Move items into the correct project or space.
- Review pending or unassigned transactions.
- Prepare invoices and reports.
What Ledger Is Not
Ledger is not the payment processor. Invoices can represent money requested from a client, but transactions should record money that actually moved.
For example:
- A design fee that has not been collected yet belongs on an invoice as a charge.
- A client payment that has been collected belongs in Ledger as a transaction.