# Help

Step-by-step instructions, in the order you need them. Start at the top if this is your first install.

- [Before you install: what you need](https://open-ledger.matanlevanon.com/help/before-you-start/)The accounts, details and 30 minutes you need before you run the Open Ledger IL installer, and which parts are optional.
- [Install Open Ledger IL step by step](https://open-ledger.matanlevanon.com/help/install/)Every screen of the Windows installer, from the licence key to the Ledger's address, with what to fill in and what to skip.
- [Create the Cloudflare API token](https://open-ledger.matanlevanon.com/help/cloudflare-token/)The exact permission rows, account and zone settings for the installer's Cloudflare token, with and without a domain.
- [First sign-in and setup](https://open-ledger.matanlevanon.com/help/first-sign-in/)Sign in to your Ledger for the first time, fill in the business profile, logo, signature and numbering, and check one receipt before you go live.
- [Give your accountant or assistant access](https://open-ledger.matanlevanon.com/help/users/)Add an accountant, an assistant or your second email to the Ledger, in the Ledger and in Cloudflare Access, and remove them again.
- [Connect to the Tax Authority for allocation numbers](https://open-ledger.matanlevanon.com/help/tax-authority/)Allocation numbers with the installer or with your own setup: what each path takes, how to connect, and the 90-day reconnect.
- [From quote to receipt: your first documents](https://open-ledger.matanlevanon.com/help/first-invoice/)The order of documents in the Ledger, from a quote and a payment request to the receipt, and why the receipt is the one that counts.
- [Take payments with Grow, Cardcom or another provider](https://open-ledger.matanlevanon.com/help/payment-providers/)Use a card payment provider for collecting money and the Ledger for the receipts, by hand or automatically, without two documents for one payment.
- [Get your expenses into the Ledger](https://open-ledger.matanlevanon.com/help/expenses/)Forward receipts by email, upload them, or import a month from Google Drive. Each one is read by AI and waits for your check.
- [Send documents by email, and keep them out of spam](https://open-ledger.matanlevanon.com/help/email/)Connect Resend so the Ledger emails receipts and invoices from your own domain, and the DNS and wording that keep them in the inbox.
- [Connect Claude or another AI app (MCP)](https://open-ledger.matanlevanon.com/help/connect-claude/)Give Claude Desktop or Claude Code access to your Ledger with the MCP address and token, and what to do when the token is lost.
- [Add or change a key after the install](https://open-ledger.matanlevanon.com/help/keys-later/)Add the Gemini, Anthropic, Resend, Slack or Google Drive key to your Ledger in the Cloudflare dashboard, without running the installer again.
- [Updates and backups](https://open-ledger.matanlevanon.com/help/updates-backups/)How to check for a new Open Ledger IL version and update with the installer, and where the Ledger keeps its backups.
- [Common problems and how to fix them](https://open-ledger.matanlevanon.com/help/troubleshooting/)Fixes for the places people get stuck: Windows warnings, the Cloudflare token, Zero Trust, keys the installer refuses, sign-in, downloads and email.

Source: https://open-ledger.matanlevanon.com/help/