Keep your ERP. Give financial work its own workspace.

Your existing ERP can remain the operating system for purchases, stock and billing. Ledger works from supported exported financial records. Separately, Kramvia ERP has its own accounting core and audit-review controls.

• Confirm your export formats before planning an import.
• Do not assume a live connector or automatic synchronisation.
• Choose Ledger for financial workflow improvement without an ERP migration.

Two files can contain the same financial meaning while using different headings or layouts. Import preparation must make the interpretation visible before a user relies on the records.

• Identify the ledger type, accounting period and source system.
• Map dates, references, parties and debit or credit amounts.
• Review opening balances, totals and rejected rows rather than assuming every line is a transaction.

The intended workspace keeps the ledger alongside the selected bank statement. Switching the bank must not reset what has already been allocated from the ledger.

• Review full and partial allocations with the remaining amount visible.
• Investigate duplicate imports and overlapping statement periods.
• Keep unmatched records available for follow-up instead of forcing agreement.

Reconciliation is one part of accounting. Profit & Loss reporting and GST workflows also require correct classifications, complete records and appropriate review. These broader capabilities remain under development.

• Do not treat a bank match as proof of tax treatment or expense classification.
• Keep supporting source records close to review decisions.
• Confirm availability and the supported workflow before planning production use.