Xledger FAQ

Answers to your most common questions about Xledger.

Quick, simple, and helpful information at a glance.

What is Xledger?
Xledger is a cloud-based accounting and financial management software designed for small and mid-sized businesses.
How do I access Xledger?
You can access Xledger through any web browser by logging into your account with your username and password.
I forgot my password, how can I reset it?
You can reset your password by clicking the "Forgot Password" link on the login page and following the prompts.
Why can't I access certain features in Xledger?
It could be because you do not have the necessary permissions. You can check with your Xledger administrator to grant you access.
My Xledger account is showing a "404 Not Found" error, what should I do?
This could be due to a temporary server issue. Please try accessing Xledger again after a few minutes. If the problem persists, contact Xledger customer support.
Can I use Xledger on my mobile device?
Yes, Xledger is mobile-friendly and can be accessed on any device with an internet connection.
How do I create a new user account in Xledger?
Only an Xledger administrator can create new user accounts. You will need to contact your Xledger administrator to create a new user account for you.
I am unable to add new transactions in Xledger, what could be the problem?
Make sure you have the necessary permissions to add transactions. If you do, try clearing your browser's cache and cookies and then try again. If the problem persists, contact Xledger customer support.
Can I customize the layout of reports in Xledger?
Yes, you can customize the layout and format of reports in Xledger to suit your needs.
How do I export data from Xledger to Excel?
On the report or transaction page, click on the "Export" button and select "Export to Excel". This will download the data in an Excel format.
What is the maximum file size for attachments in Xledger?
The maximum file size for attachments in Xledger is 20MB.
How do I view my past transactions in Xledger?
You can view your past transactions by using the search function or by running a report with the desired date range.
I am getting a "Payment Rejected" error, what does this mean?
This means that the payment you attempted has been rejected by the bank. Contact your bank for more information.
How do I update my bank account information in Xledger?
Contact your Xledger administrator to update your bank account information.
Can I send invoices to customers through Xledger?
Yes, Xledger has an invoicing function that allows you to send invoices to customers directly from the system.
I am having trouble with the currency conversion in Xledger, what could be the problem?
Make sure you have set the correct currency rates in the system. If the problem persists, contact Xledger customer support.
How do I add a new budget in Xledger?
To add a new budget, go to the budget module and click on the "New Budget" button. Enter the necessary information and click "Save".
Can I set up recurring transactions in Xledger?
Yes, Xledger has a recurring transaction function that allows you to set up regular transactions to be automatically entered into your account.
How do I delete a transaction in Xledger?
You can only delete a transaction if it has not yet been approved. If it has been approved, you can void it by clicking on the "Void" button.
Is there a limit to the number of users in Xledger?
No, there is no limit to the number of users in Xledger. You can add as many users as you need.
I am unable to print reports in Xledger, what should I do?
Make sure your printer is connected and turned on. If it still does not work, try clearing your cache and cookies and try again. If the problem persists, contact Xledger customer support.
How do I import data into Xledger?
Xledger provides tools to import data from Excel files. You can also contact Xledger customer support for assistance with data migration.
What browsers are compatible with Xledger?
Xledger is compatible with all modern web browsers such as Google Chrome, Firefox, Microsoft Edge, and Safari.
How often is Xledger updated?
Xledger is updated on a regular basis, usually every 4-6 weeks. These updates are usually done outside of regular business hours to minimize disruptions for users.
Is there a limit to the number of transactions I can enter in Xledger?
No, there is no limit to the number of transactions you can enter in Xledger.
Can I create custom fields in Xledger?
Yes, Xledger allows for the creation of custom fields to capture additional information specific to your business needs.
Is there a mobile app for Xledger?
No, Xledger does not have a mobile app. You can access Xledger through any web browser on your mobile device.
How can I get support for Xledger?
You can contact Xledger customer support through email, phone, or by submitting a support ticket on their website. You can also access the Xledger knowledge base for self-help resources.
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