Ledgr Academy

Getting started: the assessment

12 questions from the course's lessons. 80% passes; you see your score, not which answers were wrong. Up to 5 attempts a day.

Where does the Total Cash figure come from?
Invoices raised in the last thirty days
The bank's latest statement balance
What your books say you hold across bank and cash accounts
What happens when you tap Remind on an overdue invoice?
The reminder is sent immediately without a second tap
Ledgr asks you to confirm with Send email? before the customer is emailed
The invoice is marked as overdue and nothing is sent
You cannot remember where Payroll is. What is the quickest way there?
Look for it on the Billing & Plan tab in Settings
Add a Payroll card with Customise dashboard
Type its name into Search anything and choose it under Go to
Why should you capture your VAT number as soon as you register?
It is needed before you can send any invoice
Ledgr uses it to know you are a vendor and can prepare a VAT201
It changes the VAT rate on your products
Where do you upload the logo that appears on your invoices?
Invoicing, under Settings, on the Logos & Branding tab
Contacts, on each customer
Settings, on the Company tab
You type your Employer PAYE reference. What happens to the SDL and UIF references?
They stay blank until your first payroll run
You request them from SARS through Ledgr
Ledgr fills them in from it, and you can type over either
When is the temporary password shown to you?
Once, on the screen that confirms the new user
Never; only the user receives it
Every time you open the user
A colleague leaves the business. What should you do?
Change their password and keep using their account
Delete the invoices and bills they captured
Suspend them, so they can no longer sign in, and their work stays in your books
Where can you see what each role may do in each part of Ledgr?
In the email the new user receives
On the Permission Matrix tab
On the Billing & Plan tab in Settings
You pick a customer whose contact record is kept in euros. Which currency is the new invoice in?
Rands, until you change your base currency
Whichever currency you invoiced in last
Euros, set by itself from the customer's record
You typed a rate by hand, then tap Refresh rates. What happens to your rate?
It is deleted and must be typed again
It is kept and stays marked as entered by hand
It is replaced by the published rate
You have already posted invoices and want to change your base currency. What happens?
Ledgr refuses the change once anything has been posted
Ledgr converts all your books at today's rate
The change applies from next month

Your name, as the certificate should show it

Your email

The certificate is sent here, and becomes checkable once you confirm it.