FL Financial Ledger

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FL

Financial Ledger

Sign in to your account

Username Password

Dashboard

Overview of all client accounts and balances.

Dashboard

Your account overview.

Current balance

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Recent transactions

Transactions

View and filter transaction history.

Client From To Limit

Monthly report

Generate monthly account statements.

User Year Month

New Transaction

Record a new income, expense, or transfer.

Client

Direction Incoming (money in) Outgoing (money out)

Amount Date Description Source / payer

Where is the money going? Expense (no recipient to track) Another client (will create matching incoming transaction) Someone outside the system To client External recipient

Storage location Receipt image (optional)

Storage Locations

Manage safes, bank accounts, and other storage.

Add location

Name Type Description

All locations

Clients

Manage user accounts and permissions.

Add client

Username Email Full name Password Role

All clients

Edit transaction

Amount Date Description Source External recipient Storage location

Edit client

Username Full name Email Role Active