- Home
- Features
Every tool you need to run your books
Munshian Ledger brings invoicing, banking, VAT and year-end tax together in one simple online app built around UK rules.
Invoicing & sales
Look professional and get paid on time.
Branded invoices
Add your logo and details, then email invoices as PDFs straight from the app.
Quotes
Send a quote and turn it into an invoice in one click once your customer says yes.
Repeating invoices
Set up monthly or yearly invoices once and let them create themselves.
Payment reminders
Polite automatic reminders for overdue invoices, so you don't have to chase.
Credit notes
Refund or reduce an invoice properly, with numbering kept in order.
Customer statements
Send customers a clear statement of everything they owe.
Products and services
Save the things you sell with prices and VAT rates to fill invoices faster.
Your numbering, your terms
Numbers like INV-0001 and payment terms you choose, such as 30 days.
Bills & expenses
Know exactly what you owe and what you can claim.
Supplier bills
Record bills as they arrive and see what is due and when.
Repeating bills
Rent, software and other regular costs entered automatically.
Purchase orders
Raise purchase orders and turn them into bills when the goods arrive.
Expense claims
Claim back money spent personally on the business, with the receipt attached.
Fixed assets
Keep a register of equipment and vehicles with depreciation worked out for you.
Aged payables
See at a glance which suppliers you owe and how long bills have been waiting.
Banking
Keep your books matched to your real bank balance.
Statement import
Upload statements from any bank as CSV, OFX or QIF files.
Reconciliation
Match each bank line to an invoice, bill or transfer, with suggested matches.
Bank rules
Teach Munshian how to code everyday spending, and it remembers next time.
Spend and receive money
Record money in and out that isn't tied to an invoice or bill.
Transfers
Move money between your accounts, including between currencies.
Manual journals
For accountants and year-end adjustments, with full double-entry behind the scenes.
VAT & Making Tax Digital
File VAT returns to HMRC without leaving the app.
Connect to HMRC
Link your VAT registration once through HMRC's secure sign-in.
Open periods
See which VAT periods are due straight from HMRC, with deadlines.
Nine boxes worked out
Your return is calculated from your books using the standard VAT scheme.
Adjust with a reason
Change a box if you need to. A note of why is kept on record.
Submit and keep the receipt
Send the return to HMRC and keep the receipt with your records.
VAT rates
Standard, reduced, zero-rated and exempt rates set up for you.
Multi-currency
Trade in pounds, euros and US dollars.
Invoice and pay in GBP, EUR or USD
Each invoice or bill can be in a different currency from your books.
Choose your base currency
Keep your books in pounds, or in euros or dollars if that suits your business.
Free daily rates
Exchange rates from the European Central Bank fetched automatically.
VAT always in pounds
VAT amounts are converted to GBP using HMRC's monthly rates, as HMRC expects.
Reports & dashboard
Understand how your business is doing.
Live dashboard
Cash flow, money owed to you, bills to pay and VAT at a glance.
Profit and loss
See your income, costs and profit for any period.
Balance sheet and trial balance
The standard reports your accountant will ask for.
General ledger and cash summary
Drill down into every transaction behind a number.
Aged receivables
Who owes you money, and how long it has been.
Budgets
Set a budget and compare it with what actually happened.
Self Assessment figures
Sole traders can get the figures for the SA103 self-employment pages.
Export to Excel
Download reports to share or work on further.
Limited company tools
The extras a UK company director needs.
Directors and share register
Keep a record of directors, shareholders and share classes.
Dividends
Declare dividends, post them to the books and produce dividend vouchers.
Director's loan account
Track money between you and your company, with s455 tax flagged.
Corporation Tax
CT600-ready figures, marginal relief and due dates worked out for you.
Team & security
Share the work safely.
Roles
Invite people as Owner, Accountant, Employee or Read only.
Area-by-area access
Decide what each employee can do in each area, from view only to approve and post.
Audit trail
Every change is recorded, with a history on each document.
Two-step sign-in
Protect your login with an authenticator app code.
Many businesses, one login
Switch between your sole trade, your companies or your clients in a click.
Lock dates
Stop anyone changing figures in periods you've already filed.
Your data, your way
Easy to move in, and never locked in.
Import from other software
Bring your books from Xero, QuickBooks, Sage, FreeAgent, Wave or Zoho Books.
Opening balances
Start part-way through a year with a guided trial balance check.
Export any time
Download your data in formats other accounting software can read.
Backups
Download a full backup whenever you like, or have one emailed to you.
Ready to simplify your tax?
Set up your business in less than five minutes. It's free, and you don't need a card.