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Set it up the way your business works.

Control who can do what, set approval rules and expense policies, manage fiscal periods and currencies, customise documents and keep a log of activity.

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  • Users and roles
  • Approval rules
  • Activity log
Features

What you can do with Settings & Controls.

Users and roles, approvals, currencies, number series, API and activity log.

01

Users & roles

Manage users and roles in the shared inaivia sign-in service, so changes apply across all inaivia modules.

02

Expense rules

Require more approvals on expense claims above an amount you set, and define expense policies.

03

Fiscal periods & currencies

Set and close fiscal periods, and manage currencies, exchange rates and payment terms.

04

Number series & PDF templates

Control transaction number series and the look of your PDF documents.

05

TDS/TCS & digital signature

Set up TDS and TCS sections and digital signatures under taxes and compliance.

06

API, webhooks & activity log

Connect other systems with API keys and webhooks, and review the activity log.

Why it matters

Control without the bottlenecks.

Roles and approval rules put checks where they matter, and the activity log shows what has been done in the system.

  • Multi-currency with exchange rates
  • Your own number series and PDF templates
  • Master data you can manage
  • API keys and webhooks for integrations
How it works

Settings & Controls, step by step.

  1. 1

    Set up your organisation

    Add your profile, fiscal periods and currencies.

  2. 2

    Add your team

    Invite users and assign roles.

  3. 3

    Set your rules

    Add approval rules and expense policies.

  4. 4

    Review

    Check the activity log.

FAQ

Settings & Controls questions, answered.

Can we limit what each user can do?

Yes. Access is managed with users and roles.

Does it support more than one currency?

Yes. Currencies and exchange rates are managed in settings.

Can Inai Ledger connect to our other systems?

Yes. API keys and webhooks are available under developer settings.

More in Ledger

Explore other Ledger modules.

Sales, purchases, payments and bank entries post to one general ledger, so every module works from the same books.

General Ledger & JournalsChart of accounts, double-entry journals, recurring and reversing entries. Banking & ReconciliationBank accounts, receipts and payments, corporate cards and reconciliation. Sales & InvoicingEstimates, proforma and retainer invoices, sales orders, invoices and receipts. Purchases & BillsVendors, requisitions, purchase orders, goods receipts, bills and debit notes. Vendor Payments & Payment RunsVendor payments and batch NEFT/RTGS runs with approvals. Expense ManagementEmployee claims, recurring expenses, policies and expense reports. InventoryItems, stock movements, weighted-average cost and valuation reports. GST & e-InvoicingGSTR-1, 2, 3B, 9 and 9C, input tax credit and e-invoice IRN generation. Financial ReportsFinancial statements, receivables, payables, GST and a custom report builder. Budgets & VarianceBudget heads linked to ledger accounts, with budget against actual variance.

See Settings & Controls in action.

Book a free Ledger demo and we will walk you through settings & controls using scenarios from your business.

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