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Step-by-step guides for every part of Legasum: sales, purchases, inventory, accounting, CRM, and the industry modules.

Getting started

Create your account, set up your company and find your way around Legasum.

10 articles

People and access

Add your team, decide who can do what, and keep track of approvals and changes.

6 articles

Sales

Sell at the counter, quote, invoice, take payment, issue credit notes and manage your customers.

11 articles

Purchases and banking

Buy from suppliers, pay bills, track cash and bank accounts, record expenses, reconcile your bank statement and chase what you are owed.

11 articles

Accounting and reports

Your chart of accounts, journal entries, ledgers, financial periods, tax, and every report in the Reports menu.

16 articles

Inventory

Your catalogue of products and services, where stock is kept, and how to keep an eye on it.

10 articles

CRM and Marketing

Customers, suppliers, leads, opportunities, sales targets, lead forms and email marketing.

18 articles

Projects

Run client projects: tasks, bugs, scope, files, payments and the agreed price.

7 articles

Library

Run a library or study centre - seats, shifts, students, memberships and fees.

6 articles

Restaurant

Tables, orders, the kitchen board, billing and daily reports for a restaurant or cafe.

5 articles

Hotel

Rooms and rates, reservations, the front desk, housekeeping, guest bills and reports for a hotel.

6 articles

Hostel

Private rooms and dorm beds, flexible night, week and month pricing, group bookings, housekeeping, billing and reports.

7 articles

Clinic

Run an outpatient clinic - patients, the daily queue with tokens, consultations, prescriptions, billing and reports.

5 articles

Appointments & Service Bookings

Let customers book time with your professionals, manage a live queue, and share QR codes that open online booking.

4 articles

Hospital

Run inpatient care - wards and beds, admissions, patient charts, medicines, discharge, billing and housekeeping.

9 articles

Customer Portal

A private page where your own customers and suppliers see their invoices, payments, projects, documents and support cases.

6 articles