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Creating and Managing Your Business

Learn how to set up and manage your business in Ledgerflow.

Creating Your First Business​

After logging in for the first time, follow these steps to create your business:

  1. Click on the Create Business button on the welcome screen
  2. Fill in your business details:
    • Business name
    • Business address
  3. Click Create Business to finish

Business Settings​

General Settings​

Configure your basic business settings:

  • Update business information
  • Configure tax rates
  • Set up currency and regional preferences

User Management​

Control who has access to your business:

  • Add staff members
Future Functionality

The following user management features are planned for future releases and are not currently available:

  • Assign roles and permissions
  • Manage user access levels
  • Track user activities

Financial Settings​

Set up your financial preferences.

Future Functionality

The following financial settings features are planned for future releases and are not currently available:

  • Define fiscal year
  • Set up default payment terms
  • Configure automated financial workflows

Next Steps​

After setting up your business, you can: