The 0.4.0-preview download covers core invoices, bills, partial payments, credits and ageing, optional Purchasing and Inventory, manually configured tax, and the journals and reports behind them. Your books run on your own server.
Version 0.1.0-preview · Screens show synthetic company data.
Choose the business name, fiscal dates and one base currency. Review the preliminary account template before starting. Sample companies keep fictional activity separate from your own books.
Review opening balances and unpaid-document evidence in a saved cutover preview, then confirm explicitly. Use synthetic data while evaluating the workflow.
Record the date, payee, category and amount. Saving a draft leaves the books unchanged. Posting creates a balanced journal and preserves the source document.
The sample expense debits general expenses 125.00 and credits cash and bank 125.00.
A posted entry stays intact. Correct it with a linked reversal that retains the original entry and the reason for the correction. Closed periods reject new postings.
Company membership and action permissions are checked on the server.
Reports read posted entries in the selected company and book. The owner overview connects to profit and loss, balance sheet, cash balance, account activity and trial balance. In 0.4.0-preview, Reports links directly to an account ledger with opening, debit, credit, running and closing balances. Mobile entries keep the running balance visible. Account changes retain an audit history, and general journals can be saved, reviewed, posted and reversed.
The cash scenario starts from recorded cash and applies the weekly inflows and outflows you enter. It is a planning example, not a forecast from a bank feed.
These are development reports. Qualified regional accounting review, complete disclosures and issued-report reproducibility remain release gates.
AR and AP share one customer/vendor party model and the authoritative open-item ledger. Save a document, review its lines and tax mode, post it, then record a partial or final allocated payment. Linked credits and historical ageing retain the accounting trail. Compare open items with their general-ledger control accounts, and match payment lines through the existing bank CSV reconciliation.
Purchasing separates an order from a physical receipt and a later supplier bill. Receive part of an order, match received quantities to AP bills, review price/rate variances and inspect received-but-unbilled clearing. Inventory supplies one stock location, moving weighted-average cost, counts, reviewed adjustments and source-linked returns. Stock invoice lines issue goods and their cost together; the separate cash POS does not deduct stock.
Configure tax codes, dated rates and input/output accounts manually. Choose tax-exclusive or tax-inclusive entry, then review net, tax and total separately. Saved documents freeze that choice and their tax snapshot. No country selection activates tax rules, withholding, statutory forms or filing. Follow the starter's fictional invoice and stock experiments.
Choose USD, EUR, GBP, PKR, INR, MYR, BDT, LKR, NPR or SGD. The current interface is English. Currency choice does not activate country tax rules. Documents can use explicit currency/rate snapshots and supported settlement mechanics; automated rate feeds, revaluation and consolidation remain outside this starter.
Advances, unapplied credits, refunds, multiple warehouses, batches/serials/expiry, landed cost, country tax rules, statutory filing, detailed historical imports and alternative accounting books remain outside 0.4.0-preview. Opening cutover, period administration, bank CSV reconciliation and core CSV exports are included. Reports remain management previews; professionally reviewed statement packages are unfinished.
Read the development roadmapThe project-owned core and current modules use AGPL-3.0-or-later; a commercial licence is available. Published 0.1.0 through 0.1.5 previews retain their MIT grants. You can inspect and host the software yourself; hosting, setup and optional support have their own costs and terms.
Create invoices and bills, record partial payments and credits, inspect ageing and reconcile controls. Optional Purchasing and Inventory cover orders, receipts, matched bills, stock cost and returns. Core manual tax supports inclusive/exclusive prices; existing cash, journal, opening, period, bank CSV and reporting workflows remain available.
Yes. The public demo creates a private synthetic company for your visit. Its records and access expire at the next hourly reset. Enter only fictional information.
It records an illustrative cash sale and its balanced journal, with a printable receipt. Card capture, stock deduction, cost of sales and tax calculations are not included.
The current release includes scoped, revocable read API and MCP connections. Connect a private client with a dedicated token or use per-user OAuth. The published client matrix identifies tested versions and pending clients; financial writes are not exposed.
The reports are country-neutral management previews. Currency choice does not activate tax rules. Qualified regional accounting review and supported statement packages remain open gates.
A report is a scoped view of posted records. Choose the company, book and date before comparing figures.
| Report | Question | Evidence to inspect |
|---|---|---|
| Trial balance | Do debit and credit totals agree? | Account balances and the underlying journal lines |
| Profit and loss | What income and expenses fell in the period? | Income/expense accounts and source postings |
| Balance sheet | What are assets, liabilities and equity at this date? | Closing account balances and classifications |
| Account ledger | How did this balance change? | Opening, movements, running balance and source links |
In the worked cash example, income of 1,000.00 less an expense of 125.00 gives profit of 875.00. Cash is also 875.00 only because this example has no opening balance, credit transactions, owner funding or other movements. Learn why profit and cash usually differ.
The same definitions guide entry, posting and review; a familiar label should never hide a different balance rule.
The full glossary defines reports, control accounts, subledgers and cutover evidence.
Dedicated tokens or per-user OAuth grant bounded read access; connections do not expose a financial posting command.
GET /api/v1/trial-balance?company_id=1&book_id=1&as_of=2025-12-31
Authorization: Bearer YOUR_PRIVATE_TOKENThis is an illustrative request shape for your own installation. Replace identifiers with a company and book the connection is allowed to read, and keep the token private. The public demo uses the /demo prefix. A successful report read does not grant access to another company. See the API/MCP documentation and client matrix before selecting a client.
Choose a product with the required supported scope when you need statutory filing, advanced inventory, payroll or independently accepted reporting now.
PHP Ledger is useful for evaluating an inspectable PHP accounting starter with a thin document-to-payment and purchase-to-stock workflow. It has less operational coverage than established ERP and accounting products. Hosting simplicity does not remove the need for backups, upgrades, accounting decisions or staff training. The sourced comparisons describe where each alternative fits and where PHP Ledger loses.
Start with a worked reporting guide, then run the same fictional task on your intended host. Record the result and any missing workflow before deciding whether to continue.