Manage Client

• Client settings can be managed by clicking the Manage button on the Clients page.
• Resend connection request
  • If an exisiting client starts selling on a new marketplace, they will need to connect it to eComLedger.
  • If the client can’t find the original email containing the link to the connection portal, clicking the Resend connection request button will send them a copy of the email.

Amazon

• Manage
  • COGS
    • The COGS (Cost of Goods Sold) tab lets you specify prices for your client’s products using their SKU.
    • These prices will then be used to calculate the Landed Cost per SKU and populate the COGS journal line in future eComLedger reports.
    • Import Existing SKU
      • Clicking the Import Existing SKU button will import all SKUs from eComLedger’s database.
    • Upload SKU Prices
      • Clicking the Upload SKU Prices button will allow you to upload a CSV file containing prices for SKUs to eComLedger.
    • Export SKU List
      • Clicking the Export SKU List button will download a CSV files containing the SKUs and their prices shown in the table.
    • Work Flow
      • First, click Import Existing SKU to populate the table.
• VAT Questionnaire
  • If your client is or has been VAT registered, you need to specify registration and deregestration dates.
  • This will affect how reports apply VAT to sales.
  • VAT registration details can be added for as many countries as necessary.

Ebay

• VAT Settings
  • Identical to Amazon’s VAT questionnaire, except that only UK VAT rates are currently supported.

Xero Settings

• Link Organisation
  • The Connect to Xero button will redirect you to Xero to grant eComLedger access to your Xero organisation.
• Map Chart of Accounts
  • Work Flow
    • The Select a Xero organisation to map accounts for.
    • Select which Xero accounts to map to eComLedger Journal rows.
      • When you select an account, the account’s default Tax Rate will be displayed on the right.
      • Default tax rates are pulled from Xero for each account and, if changed on eComLedger, will be changed on Xero as well.
      • The Create Account button allows you create new accounts in Xero to be mapped.
    • Sometimes, you may want to use the same account for multiple Journal rows but with varying Tax Rates.
      • For example, all of your client’s sales are posted to the 200 Sales account but you want to adjust the tax rate for VAT Sales, Reduced VAT Sales and non-VAT Sales to 20%, 5%, and 0% respectively.
      • By clicking the Set tax rate exception button you can set a tax rate exceptions for each Journal row, which, when posting to Xero, will override the account’s defauly tax rate.
    • The Create Tax Rate button allows you create new accounts in Xero to be mapped.
    • The Refresh Accounts button will pull the accounts from Xero anew.
      • This is useful if you decide to create/edit your accounts/tax rate in Xero instead of eComLedger.
• Post type
  • Select whether journals should be created as drafts of posted directly. Default is post directly.
• Post monthly
  • Set whether eComLedger should post journals to your selected Xero organisation on a monthly basis.

View Client

• Basic information
  • The Basic Information tab displays the client’s:
    • Company name
    • Name
    • Email
    • eComLedger account creation date
• Reports
  • The Reports tab displays a table containing all generated reports for that client.

Edit Client

• The Edit Client page allows you to edit the client’s:
  • First name
  • Last name
  • Company name

Delete Client

• Deletes the client and disconnects all of their marketplaces.