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PostLedger × Microsoft 365 SUPPORT

PostLedger Support

// help & contact

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About PostLedger

PostLedger is a Microsoft 365 add-in for Excel and Word that automates recurring accounting schedules and routes journal entries through an approval workflow before posting to your accounting system.

Installation

  1. Open Excel or Word and go to Insert → Add-ins → More Add-ins.
  2. Search for PostLedger and click Add.
  3. Sign in and connect your accounting system from the Settings tab.
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Common Questions

Any Microsoft 365 plan that includes Excel and Word with add-in support. This covers Microsoft 365 Business Basic and above, Apps for Business, Apps for Enterprise, and E3/E5. Office 2019 and 2021 perpetual licenses are also supported on desktop.
Go to Insert → Add-ins → My Add-ins, find PostLedger, click the three-dot menu, and select Remove. On Excel for the web, go to Home → Add-ins → Manage My Add-ins.
PostLedger enforces a four-stage workflow: Submit → Review → Approve → Post. The preparer submits from Excel; a designated reviewer (who must be a different person) approves or rejects from the Approvals tab. Only approved journals can be posted to your accounting system.
Make sure pop-ups are not blocked — PostLedger uses a browser pop-up for authentication. On desktop, try closing and reopening the task pane. If you've forgotten your password, email support@dantron.net to request a reset.
// Support

Get in Touch

Questions or issues? We typically respond within one business day.

support@dantron.net