Dashboard and inbox
Open Ledgermast to the state of the business, and to the approvals that are waiting on you.
- Cash balances, receivables and payables aging
- Current-period profit and loss
- Recent activity across the organization
The invoice workflow
- Draft: prepare the customer, dates, line items, and accounting details. Saving a draft does not post it.
- Submit: send the document for approval. Submission locks the document details and captures the organization and customer addresses used for review.
- Approve: an eligible user reviews the submission under the organization's permissions and segregation-of-duties rules.
- Issue: an authorized user issues the approved invoice, assigning its number and recording the accounting entry.
Sending the invoice to a customer is an additional delivery action. The interface also offers an explicitly labeled issue-and-send action where permitted. Preparing, posting, and delivering a document should each match the account holder's intended outcome.
Permissions apply to the signed-in identity
Organization roles grant specific permissions, including which books a member can access. Segregation of duties is separately configurable for receivables, payables, and payments; it is not enabled by default. When enabled, it bars document contributors from approval, including owners. The same checks apply when an agent uses that member's browser session. A role name by itself does not promise access to every operation, and a visible document is not permission to approve, issue, pay, or void it.
Bill approvals can also carry role-based amount ceilings. When segregation is enabled, the person preparing work cannot bypass it by running the next action through an agent. If a transition is refused, an eligible person needs to continue the workflow.
Return work for correction
Where the document's state and the user's permissions allow it, submitted work can be withdrawn or returned to draft with a reason. Read the resulting state before editing and resubmitting. Issued documents follow the correction and reversal process rather than being silently rewritten.
A practical handoff to an agent
“Prepare an invoice draft for this customer and return its link” gives an agent a clear stopping point. The result should include the organization, customer, document state, total, and saved link. The reviewer can then check the document and arrange the next authorized step.
See the invoice-draft walkthrough and how posted corrections retain history.