Settings
Manage your organisation preferences and account details
General
Organisation details
Business name, trading name, ABN/ACN, industry, company size, logo upload
Users & Permissions
Manage team members, roles, and invite users to your organisation
Notification preferences
Email alerts, system notifications, and digest settings
Accounting
Financial settings
Financial year end, lock dates, tax settings, default currency, and time zone
Chart of accounts
Add, edit and archive accounts used to categorise transactions
→Tracking categories
Track income and expenses by department, project, or location
→Currencies
Manage exchange rates and multi-currency transactions
→Conversion balances
Set opening balance date and account balances when migrating from another system
Sales
Invoice settings
Default payment terms, auto-numbering, default notes, and tax rate
Invoice template
Customise logo, layout, colours, and what appears on your invoices
Quote settings
Default quote title, expiry period, auto-numbering, and terms
Online payments
Payment gateway setup (Stripe, PayPal, Square) and accepted methods
Payment reminders
Automatic email reminders for upcoming and overdue invoices
Credit note settings
Auto-numbering prefix and default reason for credit notes
Purchases
Purchase settings
Default purchase order numbering, payment terms for bills, approval workflow
Bill settings
Auto bill numbering, default expense account, and tax treatment
Expense claims
Enable expense claims, approval requirements, mileage and per diem rates
Bill Email-In
Forward supplier invoices by email to auto-create draft bills — supports PDF and image attachments
Payroll
Payroll settings
Pay calendar, default super rate, PAYG tax tables, leave accrual methods
Superannuation
Default super fund, clearing house settings, super guarantee rate
Single Touch Payroll (STP)
STP reporting, Software ID, and ABN for payroll reporting
Leave settings
Annual leave, personal/carer's leave, long service leave, custom leave types
Pay items
Ordinary hours, overtime rates, allowances, deductions, reimbursements
Tax
Tax rates
Manage GST, GST-free, input-taxed, BAS-excluded and custom tax rates
Activity Statement settings
BAS lodgement frequency, calculation method, PAYG withholding and instalments
Taxable payments annual report (TPAR)
Enable TPAR and contractor payment reporting to the ATO
Contacts
Contact defaults
Default payment terms for customers and suppliers
Contact groups
Manage customer and supplier groups for bulk actions and reporting
Banking
Bank accounts
View and manage connected bank accounts
→Bank rules
Auto-categorise imported bank transactions with matching rules
→Bank feeds
Auto-import settings and feed provider configuration
Billing & Subscription
Current plan
View your current subscription plan, status, and trial information
Upgrade
Compare plans and upgrade your Ledgr subscription
→Organisation details
Users & Permissions
| Name | Role | Status | Actions | |
|---|---|---|---|---|
| Loading users... | ||||
Notification preferences
Invoice paid
When a customer pays an invoice
Invoice overdue
When an invoice passes its due date
Bank sync completed
After each bank feed refresh
Payroll processed
When a pay run is completed
Low cash balance alert
When cash drops below your set threshold
Expense claim submitted
When an employee submits an expense claim for approval
Weekly summary digest
Receive a weekly email summarising your financial activity
Financial settings
Prevent changes to transactions on or before these dates.
Opening balances will be set as at this date.
Conversion balances
| Account | Account Type | Debit ($) | Credit ($) |
|---|---|---|---|
| Loading accounts... | |||
Invoice settings
Invoice template
Quote settings
Online payments
Your secret key is encrypted and never displayed after saving.
Payment reminders
Enable automatic reminders
Automatically send email reminders for upcoming and overdue invoices
Use {{invoice_number}}, {{contact_name}}, {{amount_due}}, {{due_date}}, {{status}}, {{organisation_name}} as placeholders.
Credit note settings
Purchase settings
Require approval for purchase orders
Purchase orders will need approval before they can be sent to suppliers
Bill settings
Expense claims
Enable expense claims
Allow employees to submit expense claims for reimbursement
Approval required
Expense claims must be approved by a manager before reimbursement
Bill Email-In
Your bill forwarding address
Forward supplier invoices to this address — Ledgr will extract key details and create a draft bill automatically. PDFs and images are supported.
Loading…
- Log in to your Mailgun account and go to Receiving.
- Add a routing rule: match
bills+*@ledgr.app - Forward to:
POST https://yourdomain.com/api/bill-email-in/webhook - Ensure your SMTP settings are configured below for confirmation emails.
SMTP settings are configured via environment variables. Set SMTP_HOST, SMTP_USER, and SMTP_PASS in /opt/ledgr/.env.
Payroll settings
Current AU super guarantee: 11.5% (FY2025-26)
Superannuation
This rate is applied to all employees unless overridden individually.
Single Touch Payroll (STP)
Enable STP Reporting
Report payroll information to the ATO each time you pay your employees
Leave settings
Standard: 152 hours (4 weeks for full-time)
Standard: 76 hours (10 days for full-time)
Varies by state. Common: 8.667 weeks per 10 years continuous service.
Pay items
| Name | Rate Type | Multiplier | Account |
|---|---|---|---|
| Ordinary Hours | Rate per hour | 1.0x | Wages & Salaries |
| Overtime (1.5x) | Rate per hour | 1.5x | Wages & Salaries |
| Overtime (2.0x) | Rate per hour | 2.0x | Wages & Salaries |
| Annual Leave | Rate per hour | 1.0x | Wages & Salaries |
| Personal/Carer's Leave | Rate per hour | 1.0x | Wages & Salaries |
| Name | Type | Default Amount |
|---|---|---|
| Travel Allowance | Fixed per pay | $0.00 |
| Meal Allowance | Fixed per pay | $0.00 |
| Motor Vehicle Allowance | Per km | $0.85 |
| Name | Type | Default Amount |
|---|---|---|
| Union Fees | Fixed per pay | $0.00 |
| Salary Sacrifice (Super) | % of gross | 0% |
| Salary Sacrifice (Other) | Fixed per pay | $0.00 |
| Name | Account |
|---|---|
| Expense Reimbursement | Expense Claims |
| Mileage Reimbursement | Motor Vehicle Expenses |
Tax rates
Manage the tax rates used across your organisation.
| Tax Rate Name | Rate | Type | Status |
|---|---|---|---|
| GST on Income | 10% | Output (Sales) | Active |
| GST on Expenses | 10% | Input (Purchases) | Active |
| GST Free Income | 0% | Output (Sales) | Active |
| GST Free Expenses | 0% | Input (Purchases) | Active |
| Input Taxed | 0% | Input (Purchases) | Active |
| BAS Excluded | 0% | N/A | Active |
| GST on Capital | 10% | Input (Capital) | Active |
Activity Statement settings
Report PAYG Withholding on BAS
Include employee PAYG withholding amounts in your activity statement
Report PAYG Instalments on BAS
Include income tax instalments in your activity statement
Taxable payments annual report (TPAR)
Enable TPAR
Track contractor payments for annual reporting to the ATO
Contact defaults
Contact groups
Organise your customers and suppliers into groups for bulk actions and reporting.
| Group Name | Type | Members | Actions |
|---|---|---|---|
| VIP Customers | Customer | 0 | |
| Preferred Suppliers | Supplier | 0 |
Bank feeds
Automatic daily import
Automatically import bank transactions once per day
Current plan
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