Creating a Dataset

Creating a Dataset #

Neo-Ledger organises your accounting into datasets — one per company. Each dataset has its own chart of accounts, users, transactions, and settings, keeping everything cleanly separated.

Who can create datasets? #

Dataset creation permission must be granted by your system administrator.

The Create Dataset dialog #

Click + New Dataset on the dashboard to open the creation dialog. Fill in the following fields:

Company Name (required) #

The full legal name of the company. This appears on invoices, reports, and other documents generated by the system. You can update it later in System → Defaults → Company.

Dataset Name (required) #

A short technical identifier for this dataset. Rules:

  • Lowercase letters and numbers only (no spaces, no special characters)
  • Must be unique on the server
  • Cannot be changed after creation

Tip: Use something short and recognisable, e.g. acme2024 or mycompany. This name appears in URLs and log files.

Chart of Accounts (required) #

Choose the chart of accounts template that matches your VAT accounting method:

Template VAT method Description
Effective Effektive Methode Standard VAT accounting. You record the actual VAT amount on every transaction and claim full input tax deductions. Suitable for most businesses.
Saldo Saldosteuersatzmethode Simplified VAT accounting approved by the Swiss Federal Tax Administration (ESTV). Instead of tracking VAT on each transaction, you apply a flat net tax rate to your revenue. Available to businesses that meet the ESTV eligibility criteria.

If you are unsure which method applies to you, consult your accountant or tax advisor before creating the dataset — the chart of accounts cannot be changed after creation.

You can add, edit, or remove individual accounts at any time in System → Chart of Accounts. See Chart of Accounts for details.

Template Language (required) #

The language used for document templates (invoices, statements, etc.). Available options:

Option Code
German (Switzerland) de-CH
German (Germany) de-DE
English (US) en-US
French (Switzerland) fr-CH
Italian (Switzerland) it-CH

This affects the language of generated PDF documents, not the UI language (which is set per-user).

After creation #

Your new dataset appears on the dashboard immediately. Click it to enter, then work through these setup steps:

  1. Connect cloud storage (Google Drive) for document storage
  2. Invite users and assign roles
  3. Configure defaults (company details, accounting defaults, number sequences, etc.)
  4. Set up your chart of accounts
  5. Configure taxes
  6. Set up currencies

The Getting Started checklist inside the dataset guides you through these steps in order.