How to use InEx Ledger

What to enter

Work type

Choose the option closest to what you actually do. This is used for guided setup and starter guidance.

Your name or trade name

Use the real business-facing name you want tied to the records.

Primary account type

Pick the first account the app should create for you.

Account nickname

Give the first account a useful name like "Primary Checking" or "Business Visa".

Region and province/state

These control labels, tax hints, and region-specific guidance.

Start focus

This decides where the app sends you right after onboarding: transactions, receipts, mileage, or exports.

What happens after you save

• Your onboarding details are stored in the account.
• Your starter account is created if one does not already exist.
• The app preserves the workflow you chose as your start focus.
• If you start on a Pro trial, the app can send you to the billing decision page once before it opens that saved workflow.
• Guided setup reminders can use your work type instead of showing generic filler.

Business profile

Open Settings and complete the business profile carefully. This affects export labels, PDF output, region guidance, and the way the app frames your bookkeeping workflow.

• Use the legal or true operating name, not a throwaway nickname.
• Choose the correct entity type if the app asks for one.
• Keep address, tax ID, and fiscal-year settings current.
• Do not mix two real businesses into one profile just to "keep it simple."

Active business vs all businesses

Some pages let you switch between the active business and the all-business reporting view. This matters a lot.

• Active business is for normal daily bookkeeping and editing.
• All businesses is for combined reporting across businesses.
• You cannot add or edit normal transactions in all-business scope.
• If totals look strange, check the scope before you assume the math is wrong.

How to enter a basic transaction

1. Choose the correct date.
2. Write a short description that a stranger could still understand later.
3. Enter the amount as a positive number.
4. Choose Income or Expense.
5. Select the account where the money actually moved.
6. Select the category that explains the business purpose.
7. Attach the receipt if you have it.

What the controls mean

Cleared

Use this after the transaction matches the bank or card statement.

Review status

Use this when something still needs a human decision or follow-up.

Note

Use this to explain anything the raw description does not cover.

Receipt

This is the proof. Attach it whenever one exists.

Mileage needs enough detail that you can explain the trip later. The minimum useful record is: date, purpose, distance, and where the trip started and ended.

• Record business trips only.
• Keep the purpose short but specific.
• Use one unit consistently.
• Fix mistakes early so the export stays clean.

CSV export

• Use CSV when you want the underlying rows and columns.
• Use it for spreadsheets, review, sorting, and external analysis.
• Check business scope and date range first.
• If the export looks wrong, the first suspect is usually the filter or scope.

PDF export

• Use PDF when you want a cleaner human-readable package.
• Use it for summaries, handoff, and quicker review before opening the raw data.
• Support pages and summaries are built from the same source data, so fix the books first if the PDF looks wrong.

Invoices

• Create and send invoices from the app when you want the billing record tied to your books.
• Keep invoice numbers, customer details, and follow-up history clean because exports and support workflows depend on them.
• If an invoice needs correction, update the invoice record instead of trying to remember the change later by email alone.

Messages

• The messages page is currently best for invoice replies, support requests, and verified-contact threads.
• Do not treat it like a general live chat inbox for every customer conversation yet.
• If a live in-app support contact is unavailable, the app falls back to support.inex@gmail.com.

Foreign currency

• Set the source currency to the real currency of the original transaction.
• Enter the source amount before conversion.
• Use the exchange-rate field and date to record how the amount was normalized.
• The small live reference box can suggest a rate, but it is advisory only. You still need to confirm the final rate independently.
• Use the "Use rate" action only if it matches your actual support.

Split-use and non-deductible items

• Use split-use when something is partly business and partly personal.
• Record the full amount and enter the personal-use percentage.
• Use non-deductible when the transaction belongs in the books but should not be treated as deductible.
• Leave a note when the reason is not obvious.

Capital items and indirect taxes

• Mark long-life purchases like equipment or furniture as capital items.
• Do not try to force depreciation math into a normal expense row.
• Use the indirect-tax amount field for GST/HST/QST or sales-tax detail when relevant.
• Keep the source invoice because it proves both the base amount and the tax amount.

Review status

• Use review status to mark records that still need a decision.
• Use review notes to explain the question clearly.
• Do not leave confusing records unlabeled and hope you remember later.

MFA

• Turn MFA on unless you have a real operational reason not to.
• Use the Verify flow to confirm it is working.
• Use the cancel action during MFA setup if you opened the flow by mistake.
• Only turn MFA off when you understand the security tradeoff.

Sessions and sign-in behavior

• Sign out on shared or borrowed devices.
• Review active sessions if you suspect another device is still logged in.
• Change your password if you suspect exposure.
• Keep business boundaries clean instead of using one account or business as a dumping ground.