Business dashboard
Select a business
Daily sales record
Select a business
Click any Date, Cash, Card, or Name cell to edit
| Business | ||||
|---|---|---|---|---|
| Month | Cash | Card | Total | Name |
| Total | $0 | $0 | $0 | |
No sales recorded yet.
| Date | Invoice | Company | Category | Amount |
|---|---|---|---|---|
| Total | $0 | |||
No expenses recorded yet.
Employee salary · Payroll
Select a business
Click any cell to edit payroll records
| Business Payroll records | |||||
|---|---|---|---|---|---|
| Pay date | Employee | Period | Amount | Method | Notes |
| Total | $0 | ||||
No payroll recorded yet.
Employee salary · Staff roster
Select a business
Full staff profiles used when recording payroll
Employee records
Contact, pay, hire date, and emergency details
No employees yet. Add staff to use them in payroll.
Reports
Charts, analysis, and summaries for sales, expenses, and profit
Choose a report type and date range, then generate.
Sales tax report
Uploaded POS monthly summary only · not linked to Sales
Report
Compare with
Choose a month and year, then Generate report.
Businesses
Manage all businesses in this portal
Workspace preferences
Settings
Account, business, and security controls
Your profile
How you appear across LedgerPort
Change password
Passwords are stored as a secure hash on this device
Your access
Permissions granted by your admin
Business information
Update the active business profile used on reports and payroll
Select or add a business first.
Data backup
Your ledger stays on this computer. Backups protect it when you update the app or clear the browser.
Checking backup status…
Restore can merge (keep existing + add missing) or replace everything from the file.
Weekly snapshots on this device
Up to 4 automatic copies are kept in browser storage
Employee access
Select a name from your employee list, then create login access and rules
No employees in the list yet. Add staff under Employee records first, then come back here.
Assign rules to employees
Pick different employees for each rule — each person can have a different set
Create employee access first, then assign rules here.
Access accounts
Logins linked to employees — manage roles and businesses
Delete protection
Required before permanent deletes across the app
Delete password is not set yet.
Password recovery
Local recovery code to unlock Admin if the password is forgotten
Recovery code is not set yet.
Creating a new code invalidates the old one. Download and store the new code safely.
Reset employee password
Set a temporary password for an employee login
Export
Download a full backup of this portal
Danger zone
Irreversible actions — use with care
Clear all sales
Removes sales for the active business only — other businesses are not touched