Partner help

About 70 seconds, narrated, with captions. Sample company, made-up data.

Help for each screen

Every page of the partner application has a Help link at the top to its own page here, each with a short video. To ask a question instead, use How do I…?.

Install the partner application: setup, who can reach it, HTTPS, security and email.
Customers: accepting a customer's request, updating their Ledger Doctor, Settings and updates.
Buying: quoting summaries, proposing a customer's companies and paying.
A customer's page and its Summary tab: where the plan stands and how much history converts.
Segments: what each GP account segment becomes, with an AI suggestion.
Chart of accounts: the Sage Intacct GL accounts, merged and renumbered from GP's.
Dimension tabs: each dimension's values, names, IDs and default.
Sage Intacct preview: the chart and dimensions as they'll look in Sage Intacct, with draft files.
Full mapping: every GP account and where it goes.
Opening balance: the opening entry from GP's balances on the start date.
History and open items: GL history by period and open receivables and payables, tied to GP and loaded as drafts.
Bank accounts: GP's checkbooks as Sage Intacct checking and savings accounts, with only the last 4 of the bank numbers.
The customer's Sage Intacct sign-in: vendor tax IDs, 1099 setup and payment details sent from the customer's server, never through yours.
1099 balances: what GP paid each 1099 vendor this year before the start date, tied to GP, as the import file.
Budgets: GP's budgets mapped through the chart, tied to GP and imported or created.
Plan versions: freezing the plan and the import files.
Sage Intacct setup: creating the frozen plan's accounts and dimensions in Sage Intacct.
Checklist: every step from connection to go-live, with import files and Run it now.
Blockers report: what's in the way, sent to the customer, with their answers back.
Combined charts: bringing a customer's GP companies together into one chart, with entities and opening balances by entity.
Partner defaults: your firm's journals, smart rules, smart events, packages, settings and security reports for every customer.
Server and HTTPS: who can reach the application, its address and certificate.
Security: roles for each customer, and the security log.
Email: how the application sends its emails.
My preferences: your email address and which emails you get.

How do I…?

Ask how to do something in the partner application with How do I…?, at the top of every page and at its foot.

The answer comes only from this partner help center, with links to the pages it used. Check the page before you change anything.
Only your question is sent, with your partner license key. Nothing about your customers goes.
Your partner license has 50 answers a month, counted on their own. The help center itself is always open.
It needs your partner license key in Settings. There's nothing else to turn on.

Getting a partner account

Ask for one with the partner request form. We read every request and reply by email, usually within a business day. When it's approved, the email has your partner code and a link, good for 3 days, that shows your partner license key once. Copy the key into your password manager.

Lost the key, or the link expired? Get a new key with the email address on your partner account.

Downloading and installing the partner app

Download it at api.myledgerdoctor.com/partner/download with your partner license key, then follow Install the partner application. It updates itself after that.

Connecting a customer

Give the customer your partner code. They need their own Ledger Doctor license.
On the Migration page of their Ledger Doctor, an approver enters your code for each GP company they're moving.
In the partner app, open Customers and accept each request.

Once accepted, each company sends its quoting summary: its name, how many GL accounts, vendors and customers it has, its years of GL history, the modules in use and a few account numbers (so you can see how many segments the account format has). That's all you receive until a project covers the company. The summaries are on the Buying page.

Buying a customer project

On Buying, tick the customer's GP companies for the project and choose Propose these companies.
The customer sees your proposal on the Migration page in their Ledger Doctor, with exactly what data goes to you once it's paid for. An approver confirms it, or sends it back with a note you'll see on Buying. Change the companies and propose again if they do.
When it's confirmed, choose Pay. You pay by card on myledgerdoctor.com: $3,500 for the project, which covers up to 3 companies, plus $1,000 for each company after the third.
The companies unlock right away. Their full data reaches the partner app at the customer's next check-in, usually within 15 minutes, and the customer page opens for mapping.

Stripe emails the receipt. For a W-9, email billing@myledgerdoctor.com.

Adding a company later

Tick it on Buying and choose Update the companies; the customer confirms the new one. If the project has room in what's paid for (a project covers 3 companies), it's covered at once. If not, it's $1,000. A covered company stays in its project.

Refunds

A project bought is a commitment to its fee, and payments aren't refunded, including when a migration is delayed or doesn't go ahead. A project never expires, so it's there when the customer is ready. See the partner terms.

Who can buy

In the partner app, anyone with the Approver role for a customer can propose its companies and pay. Admins give roles on the Security page.