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LEDGER Documentation
This guide reflects the active implementation in the core LEDGER platform, covering finance, operations, approvals, integrations, and tenant-aware administration while keeping the current docs experience and layout familiar.
Quickstart
To get started with the implemented platform:
- Configure environment values for database, mail, and queue workers.
- Run migrations and seed the required modules.
- Build frontend assets and open the finance dashboard.
- Enable integrations such as payments, email, and webhooks as needed.
Architecture snapshot
LEDGER is structured as a modular PHP application with domain areas for Finance, CRM, HRM, Inventory, Projects, Reporting, IAM, and Integrations. MySQL powers transactional data, while queues and background workers support notifications, automation, and asynchronous processing.
Implemented product areas
These areas are already represented in the source implementation and related documentation set.
| Area | Implementation highlights | Primary outcome |
|---|---|---|
| Finance & accounting | Invoices, journal flows, GL accounts, dashboards, and reporting guides | Accurate daily financial operations |
| Banking & reconciliation | Statement import, transaction matching, balance checks, and reconciliation workflows | Faster close and cash visibility |
| Tax & compliance | Invoice templates, compliance checks, calendar planning, and settings hardening | Safer filing and audit readiness |
| CRM & sales | Leads, accounts, contact tracking, deal pipeline UX, and sales analytics | Better conversion and customer context |
| HRM & workforce | Employee onboarding, ESS flows, leave jobs, and workforce planning APIs | Centralized people operations |
| Inventory & SCM | Stock management, requisitions, procurement flows, and shipment support | Controlled inventory movement |
| Projects & profitability | Boards, delivery workflows, profitability reporting, and planning tools | Improved execution tracking |
| Automation & approvals | Approval engines, escalation rules, observability, and workflow runbooks | Consistent operational governance |
| Integrations | REST APIs, webhooks, marketplace rollout docs, and email/calendar connectors | Extensible business automation |
| Security & tenancy | 2FA, tenant isolation, permission models, PDF hardening, and audit controls | Reliable multi-tenant protection |
Roles and access
The platform includes role-aware navigation, admin capabilities, scoped permissions, audit logging, and tenant-level isolation so finance, operations, and management teams can share the same workspace safely.
API and integration references
Public endpoints are available for lead capture and waitlist workflows, while authenticated media endpoints support content uploads and admin management. Additional implementation guides cover webhooks, marketplace integrations, and operational rollout runbooks.
Deployment and operations
Production readiness documentation in the source project includes backup and restore procedures, cron jobs, queue monitoring, observability notes, and deployment guidance for modular rollouts.
Troubleshooting
If a workflow appears incomplete, confirm the module is enabled, migrations are applied, queues are running, and permissions are correctly assigned for the current tenant or user role.
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