LedgerPro Documentation

Getting Started

  • Open the website in your browser (URL provided by your group admin).
  • Use the navigation bar to access Dashboard, Contributions, Receipts, Expenses, Members, and more.

Signing In & Profile Setup

  • Click Sign In at the top right and enter your credentials.
  • On first login, complete your profile (name, state code, etc.).
  • Save your profile to access all features.

Dashboard Overview

  • The dashboard shows your financial summary: total contributions, receipts, and expenses.
  • Admins see group-wide stats; members see their own.
  • All values update automatically as records are added.

Contributions

  • View all group contributions and their details.
  • Members can see their own contributions and make new ones if enabled.
  • Admins can add, edit, or remove contribution types.

Receipts

  • Members can upload receipts for their contributions.
  • Click Upload Receipt and fill in the form (amount, description, image).
  • Admins review, approve, or reject receipts.
  • All receipts are listed with status (Pending, Approved, Rejected).

Expenses

  • Admins can add and manage group expenses.
  • Each expense includes amount, description, and date.
  • Expenses are visible to all members for transparency.

Admin Features

  • Members List: Admins can view all members, their details, and receipts.
  • Member Details: Click a username to see full info and receipt history.
  • Reports: Admins can export financial reports as CSV for record-keeping.
  • Settings: Admins can manage group info and permissions.

Exporting Reports

  • On the admin dashboard, click Export as CSV to download financial data.
  • Choose the report type (contributions, receipts, expenses).
  • The file will download to your device for use in Excel or Google Sheets.

Contact & Support

  • Visit the Contact page for the list of executive committee members (EXCO) and their roles.
  • For help, email the admin or use the contact form if available.
  • The About page provides more info about the group and mission.

Tips

  • Use the website on any device—it's fully responsive.
  • Always keep your profile up to date.
  • For security, log out after use on shared devices.
  • If you forget your password, use the reset link or contact admin.
For more help, see the About or Contact pages, or reach out to your group admin.