Sales creates receivables
Delivered work supports customer invoicing, payment allocation and the accounts-receivable record.
Integrated accounting
Accounting that begins with the work your company performs.
Ledgez connects estimates, sales orders, purchasing, delivery, customer invoices, vendor bills, payments, inventory and the general ledger in one proven business system.
Complete accounting has supported the operating business behind Ledgez for more than 15 years.
One operational and financial record
Stop maintaining the job twice.
When quoting and fulfillment live in one application while accounting lives in another, the company must repeatedly translate operational activity into financial transactions.
Purchasing creates payables
Vendor activity, receiving, bills and payments remain connected to purchasing and inventory.
Transactions create reports
Cash, bank, expenses, inventory and ledger entries contribute to financial statements and drill-down reporting.
A complete accounting foundation
Built to replace the separate QuickBooks layer.
Ledgez is not limited to basic invoice tracking. The accounting system supports the day-to-day books of the business while remaining connected to the industry workflow.
- Accounts receivable and customer payment allocation
- Accounts payable, vendor bills and payments
- Cash, bank, deposits, withdrawals and expenses
- Inventory values and material costs
- General ledger and journal activity
- Profit and loss, balance sheet and detailed reports
The transaction begins before bookkeeping
Operational activity creates the financial trail.
01QuoteExpected revenue
02OrderApproved commitment
03PurchaseVendor and material cost
04DeliverFulfilled goods
05InvoiceCustomer receivable
06ReportLedger and performance
Useful beyond tax season
Financial information can guide daily operating decisions.
Because sales, purchasing and inventory are part of the same platform, reports can be examined with the operational context behind the totals.
- Review unpaid customer balances and allocations
- Understand vendor obligations and payment history
- Compare revenue, expenses and material costs
- Drill from reports into supporting transactions
- Maintain one chart of accounts and one financial record
Questions about accounting
What companies and bookkeepers need to know.
Can Ledgez replace QuickBooks?
Yes. Ledgez includes the receivables, payables, cash, bank, inventory, general ledger and financial-reporting functions needed to maintain the business books. The discovery process should confirm any company-specific accounting requirements.
Does it include profit and loss and balance-sheet reporting?
Yes. The accounting system supports financial statements and detailed drill-down reports based on the recorded transactions.
Can an accountant or bookkeeper use the system?
Yes. User permissions can provide accounting personnel with access appropriate to their responsibilities.
Can existing balances and records be migrated?
Opening balances and agreed business data can be included in a migration plan. The scope depends on the source system, history required and quality of the data.
Does Ledgez process credit cards?
Ledgez can record and allocate customer payments while allowing the company to continue using its chosen payment processor. Processor services and fees remain with that provider.
Connected capabilities
Every department works from the same job record.
Explore the other parts of the Ledgez workflow that connect to this capability.
01
Window treatment calculator
Turn measurements, options, materials and pricing rules into accurate proposals.
Explore capability →02Workroom production
Send approved product details into clear work orders and production status.
Explore capability →03Purchasing & inventory
Connect vendors, purchase orders, receiving, inventory and material costs.
Explore capability →Review the complete record
See operations and accounting together in one demonstration.
We can follow a transaction from the customer quote through purchasing, delivery, invoicing, payment and financial reporting.