LedgerSMB

LedgerSMB

Open source web accounting and ERP

Description

Small business bookkeeping usually means a spreadsheet that falls apart at month end, or a yearly subscription to accounting software that a new hire has to relearn from scratch. LedgerSMB takes another route: a web system you run on your own server, with double-entry books, invoicing, purchasing, inventory and timecards in one database. Colleagues log in with a browser and the data stays in your own PostgreSQL.

It is built for small and medium businesses and follows a deal from quotation and order through shipping to receivables, payables and bank reconciliation, with every entry landing in the general ledger instead of being copied between tools. Orders and invoices can be emailed to customers with PDF attachments straight from the system, and the output templates are editable, with PDF, CSV, HTML and ODF export. It is GPL licensed and written in Perl; you supply PostgreSQL and a web server, and a Docker image is available.

Features



Double-entry books and ledger: receivables, payables, journal entries, recurring transactions and transaction templates share one chart of accounts, and every entry balances

Quotations, orders and invoices: turn a quotation into an order and then an invoice, follow customers and vendors along the way, and email documents with PDF attached

Bank reconciliation: upload a bank statement and the system lists cleared and outstanding transactions with the variance, so month end checks do not rely on scrolling by eye

Inventory and shipping: goods, services, stock and shipments are handled in the same system, with no separate inventory tool to buy

Projects, timecards and budgets: log time against projects, set budgets, and compare against actual spending in the reports

Fixed assets and tax: asset depreciation, tax forms and multiple currencies each have their own module

Customizable output templates: customer facing documents such as invoices come from templates you can reshape, exported as PDF, CSV, HTML, ODF and more

Multiple companies and roles: each company keeps its own database, and users get permissions by role