Neo-Ledger Documentation

Welcome to Neo-Ledger #

Neo-Ledger is a modern, web-based accounting application designed for businesses of all sizes. Built on a proven double-entry bookkeeping foundation, it provides comprehensive tools for managing your finances — from invoicing and accounts receivable to general ledger and financial reporting.

What you’ll find here #

This documentation is organized into the following areas:

  • Getting Started — An introduction to the system, your dashboard, and the core concepts you need to know.

  • Setting Up a Dataset — Step-by-step guidance on configuring a fresh dataset: connecting cloud storage, managing users and roles, and setting all your accounting defaults.

  • Accounts Receivable — Detailed guides for invoicing and managing money owed to your company.

Quick navigation #

I want to… Go to…
Log in and understand the dashboard Dashboard Overview
Create my first dataset Creating a Dataset
Invite colleagues Inviting Users
Configure accounting defaults Defaults
Set up my chart of accounts Chart of Accounts