Get started with LedgerKnow#

LedgerKnow helps small businesses and retail shops manage sales, inventory, payments, and reports in one place.

What is LedgerKnow?#

LedgerKnow is a business management tool that helps you:

• Record sales and generate invoices
• Track inventory and stock levels
• Manage customer information
• Monitor cash collection and remittance
• View business reports and analytics
• Collaborate with your team

Requirements#

• Active Knowivate account
• LedgerKnow license (contact us for pricing)
• Web browser (Chrome, Firefox, Safari, or Edge)

Setting up your organization#

It is advised to have both an organization account and a personal account:

• Organization account (Owner role) - for business operations and management
• Personal account (Employee role) - for day-to-day transactions

1. Create accounts: Sign up for both account types. See how to create an account
2. Choose account type carefully: Account type is set during sign up and cannot be changed later
3. Access LedgerKnow: Log in with your organization account and navigate to LedgerKnow
4. Invite team members: Send email invitations and assign roles. Team members must have their own Knowivate accounts and accept the invitation before you can proceed
5. Manage organization: Visit Organization Management to see your organization members (as owner) or check which organizations you belong to (as member)

Understanding roles#

LedgerKnow has four user roles with different permissions:

• Owner: Full access to all features including employees, items, stock, and reports. Can edit unpaid/partial sales anytime, and paid sales within 24 hours.
• Admin: Can manage customers, create and edit sales (unpaid/partial only, within 24 hours), and record remittance.
• Editor: Can create and edit sales (unpaid/partial only, within 24 hours), and record their own remittance.
• Viewer: Can only view sales records (read-only access).

First steps#

After setting up your organization, follow these steps:

1. Add items: Create your product or service catalog with prices
2. Add customers: Save customer details for faster billing
3. Set initial stock: Enter current inventory quantities
4. Create your first sale: Record a transaction and generate an invoice
5. View reports: Check your sales summary and analytics