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Your accountant doesn't need your password
Most small businesses hand their accountant a login, and nobody ever decided to. Here is what that quietly costs you, and what you are giving up to avoid ten minutes of setup.
The ObraLedger team ·
Blog
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Money
Spend ten minutes on your chart of accounts
It's the one setup decision that's genuinely painful to undo, it takes ten minutes, and almost nobody does it before their first invoice goes out.
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Sales
An invoice generator hands you a PDF. Then what?
Free invoice generators are genuinely good at the thing they do. The trouble starts the following month, when you need the second invoice and the first one has gone.
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Sales
Quote, order confirmation, packing slip, invoice
Four documents, one job each. Knowing which one you actually need is most of the difference between paperwork that helps and paperwork that piles up.
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Money
Who actually owes you money?
A customer pays one round figure covering three invoices and part of a fourth. Somebody ticks boxes until it balances. That is the day your list of who owes you stops matching your bank.
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Sales
Two versions of invoice 2026-0184
The moment a second version of an invoice number can exist, the number stops identifying anything. What that costs you, and why the correction is its own document.