Getting started with Inai Ledger

1Sign in for the first time

Start by checking that you can reach your workspace.

1. Open the sign-in link you received from your administrator or the inaivia team.
2. Enter your Email address and Password, then select Sign in. Select Forgot password? if you need to reset it.
3. Your Dashboard shows revenue, gross profit, receivables, payables, and cash and bank once you have data.

2Set up your company

Open Settings. These details appear on your invoices and GST returns, so set them up before you post anything.

1. In Profile, add your company name, GSTIN, PAN, address, default currency, financial year start and timezone. Add your default invoice notes and terms.
2. In Fiscal Periods, select New Fiscal Year to create your accounting year.
3. In Transaction Number Series, set the number format and starting number for each kind of document.
4. In PDF Templates, choose the default layout for your invoices.
5. In Currencies & FX, add exchange rates if you bill in other currencies.
6. In Payment Terms, add the credit terms you offer.
7. In TDS/TCS Sections, set up the sections you need.

Tip: Closing a period locks posting into it. Close each period only when its figures are final.

3Give people access

Users are managed in one place across inaivia.

1. In Settings, open Users & Roles and select Open Auth Console.
2. Add your team and give each person a role. Changes apply across all inaivia modules.
3. In Approval Rules, set how many approvals expense claims need above a certain amount. Without a rule, every claim needs one approval.
4. In Expense Policies, add your spending rules.

4Bring in your data

Start with your accounts, then add the records you use every day.

1. Open Chart of Accounts and select Import to bring in your accounts, or select New Account to add them one at a time.
2. Open Banks and select New Account for each bank account.
3. Open Customers and Vendors, and select New to add each record.
4. Open Items and select New to add your goods and services.
5. Create a test invoice, post it, and check that it appears in your reports and GST returns.