AI Tools

Shows your chart of accounts, optionally just one type such as expenses or liabilities.

Shows the accounts Lejr posts to on its own, like Accounts Receivable and Retained Earnings, and which account fills each role.

Shows the groups that arrange accounts together on your balance sheet and profit and loss, with the accounts in each.

Gives you your to-do list: transactions to categorize, overdue invoices, bills coming due, reconciliations and setup steps, with links to each.

Shows your equity accounts, their balances and net income for the year, so you can choose how to close the year.

Previews a bank or card export (CSV or Excel) before importing: the columns it reads, row count, dates and totals.

Searches your transactions by name, merchant, account, category, amount or date, with a count and a link to the matching list.

Lists the journal entries for a date range, with their debits and credits.

Lists the bank transactions waiting to be categorized, with any suggested invoice or bill each one might pay.

Lists your recurring invoice schedules with the customer, amount, frequency, next date and how many each has issued.

Finds pairs of transactions in Review that look like money moving between your own accounts, such as a credit card payment from checking.

Finds the open invoice or bill that a transaction in Review most likely pays, checking both the amount and the name.

Lists your customers, or finds one by name.

Lists your vendors, or finds one by name, and shows whether a tax ID is on file.

Lists the files in your Documents and what each one is attached to.

Lists your logged trips, newest first, with the rate each one used.

Shows your mileage rate schedule: each rate and the dates it applies.

Lists your fixed assets with cost, depreciation to date and book value.

Lists your asset groups, such as a building and its parts, with each group's assets and totals.

Shows depreciation that's ready to post for each asset, for periods that have already ended.

Shows the purchases that make up a fixed asset's cost, and other purchases on the asset account not yet assigned to an asset.

Runs a financial report: profit and loss, balance sheet, cash flow, trial balance, AR or AP aging, or the general ledger for an account.

Shows what you paid each 1099 contractor in a year, who reaches the filing threshold, and who is missing a tax ID or address.

Lists the products and services in your catalog, with prices and stock on hand.

Lists the sales taxes you've set up.

Lists your invoices with their lines, status and balance.

Shows a customer's credits and deposits on file, and their open invoices oldest first.

Finds entries already in your books that a bank transaction in Review might be, such as an imported payroll journal.

Lists the bills you owe vendors, with status and balance.

Shows your connected bank feeds, the accounts linked to each, and when they last synced.

Shows your business's details and settings, such as name, tax type, fiscal year and the date the books are locked through.

Shows what's done and what's left in setting up your books.

Lists your estimates with their status, total and whether they became invoices.

Shows your opening balances, the conversion date, and how much of opening receivables and payables is assigned to customers and vendors.

Lists your account reconciliations, through what date, and whether any changed after they were completed.

Shows a reconciliation in progress: what's been ticked, the difference left, and the lines you can still tick.

Lists statements with their periods, balances and whether each is reconciled, for one account or all of them.

Reads receipts, bills, invoices and statements already in your Documents, up to five at a time, so they can be recorded or matched.

Sets up an invoice that Lejr creates for a customer on a schedule, such as monthly rent or a retainer.

Changes how a recurring schedule handles each new invoice (save as draft, post, or post and email) or links its lines to your products.

Makes the same kind of change to up to 50 recurring schedules at once.

Stops a recurring schedule so it creates no more invoices. Invoices it already created stay as they are.

Adds a customer, with a contact person if it's a business.

Changes a customer's name, contact, email, phone, address, payment terms or tax exemption, or archives them.

Adds up to 500 customers in one step, such as a list from your old accounting system.

Adds a product or service you sell, buy or both, with its price, accounts and default sales tax.

Changes a product's name, price, accounts or default sales tax, or marks it inactive.

Adds up to 500 products or services in one step, such as a price list from a spreadsheet.

Updates up to 500 products at once, such as new prices across your catalog.

Records a physical stock count and adjusts your inventory for any units missing or found.

Creates a draft invoice for a customer, using your product prices and sales tax.

Creates up to 500 draft invoices in one step, such as invoices from a spreadsheet.

Posts a draft invoice to your books. It doesn't email it; you send invoices from the app.

Posts up to 500 draft invoices to your books at once. Nothing is emailed.

Writes off or discounts all or part of an invoice or bill without any money moving, and closes it in aging.

Records a customer payment against an invoice and marks it paid or partly paid. If they overpaid, you choose where the extra goes.

Records up to 500 customer payments against invoices in one step.

Applies a deposit that was posted as uncategorized income to the invoice it actually paid.

Uses a credit or deposit a customer already has on file to pay one of their open invoices.

Matches a bank deposit in Review to the open invoice it paid, and marks the invoice paid.

Records a sale paid on the spot, with products and sales tax, so the tax goes to sales tax owed rather than income.

Changes an invoice's memo, notes, PO number or due date. On a draft, also the date, customer and discount.

Makes the same kind of change to up to 500 invoices at once, such as a memo, due date or date fix.

Creates a draft estimate for a customer. Estimates don't affect your books.

Marks an estimate sent, accepted, declined or expired, on the day it happened.

Turns an estimate into a draft invoice and marks the estimate accepted.

Adds a vendor, including contractors you'll send a 1099-NEC to, with their tax ID and address.

Changes a vendor's name, contact, type, email, phone, address, tax ID or notes, or archives them.

Adds up to 500 vendors in one step, such as a list from your old accounting system.

Applies a payment that was posted as uncategorized expense to the bill it actually paid.

Matches a bank payment in Review to the open bill it paid, and marks the bill paid.

Records a bill from a vendor so it shows in what you owe. It flags a likely duplicate before saving.

Records up to 500 vendor bills in one step, such as bills from your old system.

Records a payment you made on a bill. One check that paid several bills is recorded as one payment.

Records up to 500 separate bill payments in one step, each on the date it was paid.

Changes a bill's memo, due date or the vendor's bill number.

Changes the memo, due date or vendor bill number on up to 500 bills at once.

Posts a balanced journal entry across any accounts you name.

Posts up to 500 journal entries in one step, each balanced on its own.

Records money coming in that isn't an invoice payment, like a cash sale or refund. Without a category, it waits in Review.

Records money going out that isn't a bill payment, like a card purchase. Without a category, it waits in Review.

Adds up to 100 transactions to your Review queue at once, without categorizing them, so you can sort them later.

Imports a whole bank or card export (CSV or Excel) into Review for one account. Importing a file twice adds nothing.

Fixes a posted entry that was wrong from the start, such as the wrong account or amount. The original stays on the audit trail.

Categorizes one transaction in Review and posts it to your books.

Categorizes many Review transactions at once, about 100 per request, each posted as its own entry.

Splits one bank transaction across two or more categories, such as a loan payment's principal and interest.

Records money moving between two of your own accounts, such as paying down a credit card from checking.

Links a transaction to a vendor so it shows on their page and counts toward a 1099 total. Amounts don't change.

Links many transactions to one vendor at once, about 200 per request.

Accepts the suggested invoice and bill matches for transactions in Review in one step, oldest first.

Links a bank transaction in Review to an entry already in your books, so it isn't counted twice.

Records a refund in Review against the original invoice or bill, reversing that sale or expense.

Starts a reconciliation from a statement's ending date and balance, for an account without a statement uploaded.

Corrects the ending date or balance of a reconciliation in progress without starting over.

Ticks or unticks transactions as cleared in a reconciliation started without a statement.

Completes a reconciliation once the difference is zero. It won't complete with a gap.

Adds a statement you attached in the chat to an account's statements, so it can be reconciled.

Reconciles one statement: matches its lines to your books and shows what's left to resolve.

Reconciles all of an account's waiting statements in order, oldest first, stopping at the first one that needs you.

Accepts statement matches that need a check, such as several transactions adding up to one statement line.

Records the statement lines missing from your books, each with a category you've seen, and matches them.

Saves a file you attached in the chat to your Documents, and can attach it to a transaction, bill, invoice, customer or vendor.

Attaches a file already in your Documents to a transaction, bill, invoice, customer or vendor.

Renames a document, changes its type, or adds a description. The file itself is never changed.

Creates a heading that groups related accounts together on your statements. It only changes how reports look, not your balances.

Moves an account into a group on your statements, or takes it out of one.

Removes a group from your statements. Its accounts stay as they are, just ungrouped.

Adds a new account to your chart of accounts, such as a bank account, credit card, loan or expense category.

Adds up to 100 accounts in one step, for setting up or rebuilding a chart of accounts.

Saves a short description of what your business does, so suggestions for accounts and products fit your business.

Sets the month your financial year begins, which drives year-to-date figures and the year-end close.

Sets the month your tax year begins, which tax depreciation follows. It can differ from your financial year.

Sets how you cost inventory: average cost, FIFO or LIFO. Products can track stock only once this is set.

Records how your business is taxed, such as sole proprietor, partnership, S corp, C corp or nonprofit. A year-end close needs it.

Sets your industry and adds that industry's starter set of accounts to your chart. Nothing already there is removed.

Changes your business name as it appears in the app and on invoices, estimates and reports.

Sets your business's own contact name, email, phone and website that print on invoices and estimates.

Renames or renumbers an account, edits its description, or archives it. Core accounts can be renamed and renumbered too.

Hides an account you no longer use. Its history stays on your reports, but it can't take new entries.

Archives up to 100 accounts at once, for clearing out a starter chart you don't use.

Adds a new per-mile rate starting on a date. Trips already logged keep their rate unless you re-rate them.

Removes a rate period from your mileage schedule. Trips already logged keep their rate.

Sets how many units of a product you had, and what they cost, on the day your books start.

Creates a sales tax rate, or a combined group of rates, such as state plus city tax.

Changes a sales tax's name, rate or payable account, or which rates are in a group. Past invoices keep their old rate.

Retires a sales tax so it no longer shows when you pick a tax. Past invoices that used it stay as they are.

Records the balances your business had when it moved to Lejr, such as from your old system's trial balance.

Breaks your opening receivables or payables down by customer or vendor, as open invoices or bills you can collect or pay.

Takes your opening balances off the books so you can start over.

Logs a business trip and records the mileage expense at your mileage rate.

Corrects a logged trip's miles, rate, date, purpose or locations, and fixes the expense if the amount changes.

Updates every trip in a date range to the rate your schedule says applies, correcting the expense for each.

Turns a purchase already in your books into a fixed asset and builds its depreciation schedule, using the method you choose.

Creates an asset group, a label for fixed assets that belong together. It posts nothing.

Posts depreciation for one asset, for a single period or everything outstanding. For a custom asset, enters the amount you give.

Posts one month's or one quarter's depreciation for every asset at once.

Changes an asset's depreciation method, useful life or salvage value. Periods already posted stay as they are.

Sets which purchases, and what share of each, make up a fixed asset's cost.

Enters depreciation amounts you provide, such as your accountant's schedule, for an asset on a custom method.

Closes a finished fiscal year: moves net income into the equity account you choose, then locks that year.

Reopens the most recently closed year by reversing its closing entry and moving the lock back.

Locks your books through a date so nothing on or before it can be added, changed or deleted, or clears that lock.

Deletes a posted transaction by reversing it. Both entries stay on the audit trail, and you can restore it later.

Voids an invoice and reverses it on its own date. Any payments on it must be removed first.

Voids a bill and reverses it on its own date. Any payments on it must be removed first.

Voids something in your books the bank never processed, such as a check that was never cashed.

Reopens a completed reconciliation so it can change. Later reconciliations of that account are undone too.

Removes an asset that was set up by mistake and reverses its depreciation. The purchase itself stays in your books.

Records selling or scrapping an asset: catches up depreciation, removes it from the books and records the gain or loss.

Sends a feature request to the Lejr team for you.