The Ledgible Crypto Enterprise & Institutional Crypto Accounting application is built from the ground up to streamline your business's cryptocurrency and digital asset accounting operations.
This article will give an overview of all available dashboards and menu options in Ledgible Accounting.
If you prefer a visual demonstration of the software, here is a a video guide-through:
Upon login, to the right of the Ledgible Accounting logo, you will have an account management menu. this menu can be used to view all accounts, switch accounts, or add a new account by clicking on the Accounts dropdown. You can also run an account refresh by clicking the button to the right of the account management menu.
Ledgible accounting is composed of 6 main tabs: Dashboard, Crypto Sources, Reports, Integrations, Contacts, and Transactions.
If your account is new, the dashboard will display options to begin uploading your wallet or exchange data. This process is the same as adding a crypto source under the Crypto Sources tab. For more information please see Adding a Data Source.
Once you have added your crypto sources, the dashboard will allow you to set a date limit in the top right corner to filter your transactions.
Below, it will display the assets contained within the crypto sources you have added, the quantity of each asset, the USD value of each asset, and a toggle to remove an asset from the graph to the right.
You can filter by asset in the drop down menu, and the graph will adjust its calculations automatically.
With no filters activated, the graph displays the share each asset takes up in your portfolio, and the total USD value of all the assets.
Below, you have a section for wallets, and a section for exchanges. Each will display the name of each wallet or exchange you have added, the USD value of that crypto source, and the assets contained in the crypto source.
The crypto sources tab will display all previously added crypto sources. You can search by name, filter by source type, set the sorting order and change the display from Grid to List in the filters towards the top of the page.
You can add crypto sources in this tab, by clicking the add source button in the top right. For more information please see Adding a Data Source.
When opened, connected wallets will have three sub-tabs:
- The first is the Summary tab, which will display the blockchain the asset is transacted on, the wallet value, number of connected addresses within the wallet, and the last wallet refresh. Below these are the wallet assets, with information including the asset quantity, the FIAT value of the asset, and the BTC value of the asset. Below, you will find the recent transactions from this wallet address, with displayed information including the date and time of the transaction, the transaction type, the asset being transacted, the quantity being transacted, the fiat value of the transaction, and the transaction hash.
- The second is the addresses tab, which will display the list of addresses that this Ledgible wallet is connected to.
- The last tab is the settings tab, which will include options to rename or delete your wallet, as well as display the wallet ownership type, wallet blockchain, and wallet type.
- Please note that Ethereum wallets will have an extra tab to display any DeFi activity captured by Ledgible.
Exchanges will also have three sub-tabs:
- The first is the Summary tab, which will display the Exchange connected, the exchange value, and the last exchange refresh. Below these are the wallet assets, with information including the asset quantity, the FIAT value of the asset, and the BTC value of the asset. Below, you will find the recent transactions from this exchange, with displayed information including thedate and time of the transaction, the order type, the order number, and the inbound and outbound cryptocurrency for each transaction.
- The second tab is the Imports tab, which will give you the option to add any missing data from your exchange by file import or by creating a manual entry.
- The last tab under Exchanges is the settings tab, which will include options to rename or delete your exchange and update your API credentials. You will also be able to view the exchange type, and the exchange ownership type in this tab.
In this tab you can generate your reports by clicking on the create report button in the top right corner, and selecting the report you would like to generate.
Each report has additional information attached, please review this information carefully.
Once the reports has been generated, you can access and download it anytime in this tab.
Under the integrations tab, you can link your general Ledger software to Ledgible so that transactions captured by Ledgible are automatically added to your General Ledger software. Click on the Connect button under your General Ledger software to set up daily syncing between Ledgible and your software.
After logging in, Ledgible will require you to perform mappings to ensure accurate accounting.
Once the accounts are linked, you will be available to view your integration details under the integrations tab.
This tab allows you to map transactions originating from certain addresses to a specific person. To do this, click add contact, enter the contact’s name, enter the address they transact with, and each transaction from that address will be linked to that contact. You can also bulk add contacts by importing a CSV file formatted in accordance with the template file provided.
This tab contains all transactions contained within all of your crypto sources. By default, this tab will only display the transactions from the last 24 hours, but you can choose to view all by clicking the dropdown in the top right corner.
For each transaction, Ledgible will list the transaction date and time, the source, the transaction type, currency transacted, amount transacted, the USD value of the amount transacted, the sending and receiving addresses, and the transaction ID.
You will also have options to the right of each transaction to add a memo, or view further transaction details, as well as an option to create a report containing all your filtered transactions (those displayed in the transactions page after having applied filters).
You can also filter which transactions you are viewing by date range, crypto source under wallet and exchange, by currency, by transaction type, and by contacts mapped to transactions.
The settings option under the transactions tab will give you an option to hide or display 0 value transactions.
You can access Administration settings by clicking the gear icon in the top right corner of the screen in every tab. Here, you can manage your account name, view your account ID, view your account permissions, and view or modify your accounting subscription. On the right you can set your FIAT currency, select your timezone, and deactivate your account.
Under the second tab, named Users, you can add more users for the accounting account, as well as view the users on your account, with information including their email, user name, and permissions. To the right you will also have an option to revoke a user’s access if you are the administrator. If you have received any requests to become a user, they will be displayed under this tab.
The third tab is the usage tab, which will give you general statistics on your account usage, such as number of users, number of connected wallets and exchanges, and an option to upgrade your subscription.
The final tab under administration is the logs tab, which will give you an overview of the activity on the account since account creation.
User Settings are accessed by clicking first on your profile icon, and then User Settings.
Here you can choose to enable or disable 2 Factor Authentication, change your password, and download your billing history.