Automatically generate your ledger using all your data for accurate and efficient accounting.
Dolibarr offers a dedicated feature to set up your accountancy and automatically dispatch recorded data—such as products, sales, purchases, expense reports, and salaries—into ledger tables. With this system, you can manage your accounting in just a few clicks, even with minimal knowledge of bookkeeping.
Set up your chart of accounts and assign accounting numbers for streamlined financial management.
Use a predefined chart of accounts or customize your own to suit your needs.
Set up accounting numbers when creating customers, vendors, products, bank accounts, VAT rates, or expense types. For users without accounting knowledge, bookkeepers can configure these details in one step using dedicated setup pages. You can also combine both methods for flexibility.
Validate accounting numbers before they are added to your ledger for accuracy and compliance.
Analyze accounting records—including sales, purchases, bank transactions, and expense reports—at your preferred frequency. Use the wizard to identify input errors and manually fix records if needed.
Once validated, seamlessly add them to your ledger.
Analyze your Ledger, balance, …
Leverage predefined reports to analyze your accounting records, including sales, purchases, bank transactions, and expense reports. Track input errors at your preferred frequency and use the wizard to manually fix any necessary changes.
Once reviewed, add validated records seamlessly into your ledger.
Export your ledger in the format of your choice for seamless integration and analysis.
After completing your ledger, export all records or a filtered date range in a predefined accounting software format such as CSV, EBP, CogiLog, CEGID, or SAGE.
