NeoLedger Firm - Support

A comprehensive financial management app for businesses to manage accounts, track transactions, and maintain accurate ledger records.


Features

Ledger and Transaction Tracking

Record and view detailed credit and debit entries with complete date-wise history.

Real-time Balance Overview

Instant visibility of total balance, credit, and debit amounts at any time.

Accountant Management

Add and manage accountants with quick search and easy access.

Cheque and Bank Details

Store cheque number, bank name, branch, and transaction notes for every entry.

Financial Reports

Generate and review financial reports for business analysis and decision-making.

Role-based Access

Separate modules for Firm, Partner, and Accountant with appropriate permissions.


Frequently Asked Questions

How do I create a new ledger entry?

Open the app and go to the Transactions section. Tap + to add a new entry, fill in the amount, type (credit/debit), date, and any notes, then save.

How do I add or manage accountants?

Go to the Accountant Management section from the main menu. Tap Add Accountant and fill in the details. You can search and access accountants quickly from the same screen.

Can I generate financial reports?

Yes. Navigate to the Reports section, select your date range and report type, and view the report on screen.

What roles are available?

The app supports three roles - Firm, Partner, and Accountant - each with their own dedicated module and access level.

Is my data secure?

Yes. NeoLedger Firm does not share data with third parties and does not collect unnecessary personal data.

How do I recover my account?

Email us at info [at] akshusofttech.com with your registered details and we will assist you.

The app is crashing. What should I do?

Force close and reopen the app. Check for updates and install the latest version. Restart your device. If the issue continues, contact support with your device model and OS version.

How do I record cheque or bank details?

When adding a transaction, fill in the optional fields for cheque number, bank name, branch, and notes as needed.


Contact Support

Email: info [at] akshusofttech.com

Privacy Policy: View Privacy Policy