Help

Getting started

• Install Ledger Doctor
• Scans: the first one and every night
• Signing in, and who can do what
• Update Ledger Doctor

Health dashboard

• Read the health dashboard
• What Error, Attention and Warning mean
• Review an issue
• Mark a finding as expected
• Every check Ledger Doctor runs

Fixes and guides

• Preview, apply and undo a fix
• Fixes and closed periods
• Guides: resolve a problem in GP, step by step
• Guided year-end close

Close

• Work the close checklist
• Set up your close steps
• See how your closes went
• Download the close binder

Reconciliations

• Intercompany reconciliation
• Bank matching
• Prepaid and accrual schedules
• Reconcile balance sheet accounts
• Reconciliations Ledger Doctor does for you

Tie-outs

• Download a tie-out
• Reconciling items on AP and AR tie-outs
• The bank reconciliation tie-out
• Fixed Assets and trial balance tie-outs
• When a tie-out isn't produced

Flux analysis

• Explain account changes

Controls

• Review journal entries
• Payables fraud signals
• Auditor requests
• GP access review

Moving off GP

• Migration readiness (beta)

For implementation partners

• Partner help: your account, connecting customers and buying a project
• Install the partner application
• Segments and dimensions, with an AI suggestion
• Partner application release notes

AI

• Explain with AI

Tell us

• Report a bug or request a feature

Notifications

• The daily email
• Post to Microsoft Teams or Slack

Settings and administration

• The Settings page and background jobs
• HTTPS and its certificate
• Add companies or change approvers
• Status sharing and your data
• Your license
• The 45-day free trial
• Plans and the Close plan label
• Upgrade to Close

Troubleshooting

• Other computers can't open Ledger Doctor
• Windows says "unknown publisher"
• The page won't load or the service won't start
• A check says it couldn't run
• Messages and what to do about them