VexLedger Help

Welcome. These guides explain how to do each job in VexLedger in plain English, without assuming you are an accountant. They follow the way the app is laid out, so you can open a guide alongside the screen it describes.

• New to VexLedger? Read How VexLedger is organised first. Organisations, legal entities and brands are the three ideas everything else builds on.
• Setting up a business? Follow Set up your books from top to bottom.
• Looking for a particular job? Try Where do I find…? for a list of tasks and the screen for each.

Section	What it covers
Getting started	How VexLedger is organised, signing in, finding your way around, and what each role can do
Setting up	Legal entities, brands, your team, the chart of accounts, tax, invoice settings, importing, currencies
Sales	Customers, products, invoices, quotes, credit notes, recurring invoices
Purchases	Suppliers, bills, expenses, receipts
Banking	Bank accounts and feeds, reconciling, bank rules
Accounting	The company ledger, journals and corrections, director loans, closing a period, payroll journals
Reports	Every financial report and how to read it
Tax and year end	VAT returns, corporation tax, statutory mapping, year-end accounts
Integrations	Stripe, GoCardless, API keys and webhooks
Your account	Password, two-step sign-in, your data