Welcome to Gee Ledger Documentation

Gee Ledger is a multi-business ledger and invoicing platform. This guide covers everything you need to get started and make the most of the platform.

Quick Links

Getting Started

• Getting Started — Sign up, create your first business, and learn the basics

Core Features

• Transactions — Record income and expenses
• Templates — Reusable transaction blueprints for faster entry
• Recurring Transactions — Automate repeating entries
• Quotes & Estimates — Create and send quotes to clients
• Projects & Time Tracking — Track tasks, time, and convert to invoices

Resources

• Parties — Manage clients and suppliers
• Accounts — Chart of accounts for financial tracking
• Products — Product catalog with pricing

Organization

• Categories — Classify income and expenses
• Locations — Track by business location
• Channels — Track by sales channel
• Tax Rates — Configure tax calculations
• Discounts — Manage discount templates
• Team Members — Invite and manage your team

Documents & Reports

• Invoicing & Receipts — Invoice lifecycle, branding, email, and print
• Party Statements — Per-party transaction history
• Reports & Analytics — Financial reports and insights

Data Management

• Import & Export — Bulk import and CSV export
• File Attachments — Attach files to transactions

Account & Billing

• Organizations — Manage organizations and businesses
• Plans & Billing — Free and Pro plans
• Settings — Business and user settings
• Support — Get help and report issues

Need Help?

If you can’t find what you’re looking for, you can contact us or use the in-app Support page to send us a message directly.