AdVerse Help Centre

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How do I set up AdVerse Ledger for my organisation?	Follow the first-week checklist: settings, money accounts, categories, then your team. Read in the AdVerse Ledger guide.
How do I invite my treasurer or other team members?	Members › Invite Member. Choose the smallest role each person needs. Read in the AdVerse Ledger guide.
What can each role do?	Owner, Admin, Treasurer, Recorder, Auditor and Viewer, side by side. Read in the AdVerse Ledger guide.
How do I stop changes to a month we have closed?	Lock the period in Settings. Nothing dated inside it can be changed. Read in the AdVerse Ledger guide.
How do I close the financial year?	Use the Fiscal Year Close Wizard in Settings. Read in the AdVerse Ledger guide.
Large expenses should need a second person’s approval. Can I do that?	Set an approval threshold in Settings; expenses at or above it wait for approval. Read in the AdVerse Ledger guide.

How do I record income or an expense?	Record Transaction, then choose the category, the account and the amount. Read in the AdVerse Ledger guide.
How do I bring in past records from a spreadsheet?	Transactions › Import CSV. Match your columns, check what is skipped, then import. Read in the AdVerse Ledger guide.
How do I move money between the bank and mobile money?	Accounts › Transfer. A transfer is not income or an expense. Read in the AdVerse Ledger guide.
How do I check the books against a bank statement?	Reconcile the account and tick each item on the statement. Read in the AdVerse Ledger guide.
How do I send an invoice and record its payment?	Create the invoice, Save & send, then Record payment when the money arrives. Read in the AdVerse Ledger guide.
A payment is sitting in Undeposited funds. How do I move it?	Open the document and use Move to account on the payment. Read in the AdVerse Ledger guide.
Where do I see who gave what, for giving statements?	Reports › Contributions lists income by payer name. Read in the AdVerse Ledger guide.

How do I view or pay an invoice I was sent?	Open the link in your email or SMS. Pay online appears when the organisation offers it. Read in the AdVerse Ledger guide.
I was invited to an organisation’s Ledger. How do I join?	Open the invitation email and set up your Guest Workspace with the invited address. Read in the AdVerse Ledger guide.
It says “AdVerse PRO required”. What does that mean?	The organisation owner’s plan must include AdVerse Ledger. Read in the AdVerse Ledger guide.
I got an error message. What do I do?	Look it up in Messages and fixes. Read in the AdVerse Ledger guide.