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Ledger
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Help & FAQ
Everything you need to know.
Answers to common questions about Ledger — from getting started to billing.
What is Ledger?
Getting Started
Pipeline & Clients
Projects & Tasks
Crew Management
Proposals & Invoicing
Templates
Client Portal
Help & Support
Automation
Notifications & Activity
Analytics
Gear & Inventory
Billing & Subscription
Keyboard Shortcuts
What is Ledger?
What kind of tool is Ledger?
Who is Ledger for?
How is Ledger different from Trello, Notion, or Asana?
Getting Started
How do I create an account?
What happens during the free trial?
How do I set up my workspace?
Can I customize pipeline stages?
Pipeline & Clients
How does the lead pipeline work?
How do I add a client?
What are workflow templates?
How do I create a project from a client?
Projects & Tasks
What project statuses are available?
How do I manage tasks?
What views are available in the Projects tab?
How do I assign crew members to tasks?
What is the Calendar view?
Can I export projects?
Crew Management
How do I manage crew members?
What roles can crew members have?
Proposals & Invoicing
How do I create a proposal?
How do invoices work?
Can clients pay invoices online?
Templates
What kind of templates are available?
How do I use the Workflow Editor?
What are Proposal and Invoice templates?
Client Portal
What is the client portal?
How do I enable portal access for a client?
Is the client portal secure?
Help & Support
What can the help & support chat do?
How do I open the help & support chat?
Automation
What is the automation rules engine?
What pre-built automation rules are available?
How do I create a custom automation rule?
Notifications & Activity
How do notifications work?
What is the Activity feed?
Analytics
What data does the Analytics tab show?
Can I export analytics data?
Gear & Inventory
How do I add gear to my inventory?
How do I book gear for a project?
How does the gear scheduling conflict checker work?
What do the gear status indicators mean?
Billing & Subscription
What plans are available?
How does the free trial work?
How do payments work?
Can I cancel my subscription?
Keyboard Shortcuts
What keyboard shortcuts are available?