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PostLedger × Microsoft 365 SUPPORT

PostLedger Support

01 · Getting Started

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.

View PostLedger on the Microsoft marketplace →

Installation

PostLedger is deployed through your Microsoft 365 organization. In most companies, a Microsoft 365 administrator needs to add it first from the Integrated apps section of the Microsoft 365 admin center. If your organization allows self-service, you can also add it yourself from the Integrated apps section of your Microsoft account online.

  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.

02 · 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.

03 · Support

Get in Touch

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

support@dantron.net