SQL-Ledger Documentation ▶ Introduction

Introduction

Quick Start

To establish a fully operational system, follow these steps:

• Install the server: Installation.
• Configure the system: Global Configuration.
• Create at least one database.
• Log in to this database.
• Edit the preferences of the administrator.
• Edit the chart of accounts via System → Chart of Accounts.
• Configure the database: Database Configuration.
• Add at least one user without admin permissions via the HR menu: User Configuration.

Feature List

System Management

• multiple companies
• create new database using preconfigured chart of account and printing templates
• lock and unlock individual databases or the whole system
• extended menu for all, some companies or some users

Company

• departments
• cost centers
• editable chart of accounts
• unlimited number of employees
• user logins with individual access rights
• optional MFA (multi-factor authentication)
• database backups
• database snapshots

User Interface

• individual settings for
  • language
  • number and date formats
  • color theme
  • e-mail signature
• list of recently used objects
• keyboard shortcuts
• storable reports

Business Contacts

• customers and vendors
• individual language settings
• individual pricelists
• customer and vendor groups
• reports for
  • search
  • related transactions
  • history

Goods and Services

• multiple types of parts
  • stock items
  • services
  • kits
  • assemblies
• translations for text fields
• images for parts
• reports for
  • search
  • related transactions
  • resource planning

Invoicing

• convert orders and quotations to invoices
• import invoices in different formats
• import vendor invoices from Swiss QR Bills
• reports for
  • search
  • outstanding
• export reports to XLSX spreadsheets

Payment Management

• manually add single or multiple payments
• export outgoing payments in different formats, including Swiss Payment Standard pain.001
• import incoming payments in different formats, including ISO 20022 camt.054
• reminders

Quotations and Orders

• requests for quotations
• purchase orders
• quotations
• sales orders
• reports
• export reports to XLSX spreadsheets

Projects

• projects for services
• jobs for assemblies
• time recording for invoicing and post-calculation
• convert time cards to sales orders

Accounting

• foreign currencies
• general ledger transactions
• reconciliation of bank accounts
• reports for
  • trial balance
  • income statement
  • balance sheet
  • value added tax
• export reports to XLSX spreadsheets

Printing and E-Mailing

• multiple sets of templates for different languages or business purposes (domestic sales, export)
• create PDF files from all types of transactions
• preview in screen, print to physical printer or queue
• send as e-mail directly to customers and vendors
• mass printing and e-mailing of transactions
• combine queued documents into a single PDF
• download queued documents as ZIP archive

Document Management

• attach document to virtually any entity
• deduplication to save space
• report to search and manage documents

Data Import and Export

• import CSV or XLSX format
• import of
  • customers
  • vendors
  • goods and services
  • invoices
  • payments
  • orders
  • general ledger transactions
• export of
  • customers
  • vendors
  • payments
• edit exported customers and vendors for re-importing

Automation

• timetable to repeat invoices or transactions automatically
• mass billing
• JSON API to search customers, orders and transactions, to add payments and upload documents
• HTML API to simulate any user interaction