Category: Features

While we’ve had the ability to search for transactions in the Income and Expense tabs for a while now, we just expanded that functionality to connected marketplaces like eBay, Amazon, Etsy, Shopify, etc. as well as bank and credit card accounts.

Just type in the value that you are looking for. You can also combine the search with other filters like date range.

To make it easier to see trends in your business profit or loss, as well as what’s driving it, we are excited to add a new chart to the top of your Profit and Loss report, above the traditional table:

Mouse over any color on the chart to see the amount for that category, for that period.

One fun feature – if you click a category name in the legend, it will toggle that category on and off, so you can choose to isolate certain categories.

In our ongoing efforts to streamline eCommerce accounting and bookkeeping, we’ve just rolled out the ability to invite an accounting professional to access your books in Seller Ledger.

If you work with an accountant, bookkeeper, enrolled agent, or anyone else who helps you with your accounting, it’s now quite simple to grant them access to your Seller Ledger account. Just go to newly redesigned Settings -> Business page and you’ll see a new option to invite an accounting pro:

Just click on that button, enter the email address of your accounting professional, and they will receive an invitation to link to your account. Clicking on that invitation will allow your accounting pro to create their own Seller Ledger account, with their own login details.

What will my accounting pro have access to?

Once your accounting pro has accepted your invitation s/he will be able to view all of your financial data, categorize transactions and run reports. S/he won’t be able to do the following:

1. Add or remove connected accounts, banks or credit cards
2. Change your billing information
3. Change your business name

Can I revoke access?

You certainly can, at any time.

Does this feature cost extra?

Nope. Not only does it not cost you anything, but as of right now, accounting professionals can use Seller Ledger for free. Think of them as your first “extra” user on your Seller Ledger account.

As with all new features we roll out, we welcome any and all feedback to help us improve over time. Please encourage your accounting professional to also send us feedback at [email protected].

To help our multi-channel sellers compare metrics across sales channels, we have just released (in open beta,) a new “Channel Breakdown” report. Now you can see your sales and expenses by channel.

Sales and expense information that we import directly from each channel will show up in the proper categories. And don’t forget, we allow you to customize how all of those transactions get categorized, by channel.

In the future, we hope to make it easier to add additional channel cost information from other sources, like credit cards.

In our continued efforts to make Seller Ledger easier to use, we rolled out some improvements to how accounts are linked and displayed on the Dashboard page

The first thing you might notice is that, if you have multiple accounts from the same sales channel or bank, they are now grouped more obviously together:

But the biggest change is the addition of the new “plus” icon within each channel/bank header:

Clicking this icon allows you to quickly add another account from that same bank or sales channel.

To add a new sales channel, or accounts from a new bank or credit card, you would still click the button below your accounts, now more accurately labeled “Add Channels & Banks”

As always, we welcome feedback on our product changes, so feel free to email us at [email protected]