CareLedgerPro

Help & Contact

Support for staff using CareLedgerPro. Use the contact form below, or email us directly — we aim to respond within one working day.

CareLedgerPro is intended for trained admin, finance, and management staff within a single care provider. It is not designed for residents, family members, or the public. If you are a resident or family member, please contact the care provider directly.

Quick how-to guides

Record a purchase

Open the client, choose Add transaction, select Purchase, enter the amount and category, and attach the receipt.

Add a deposit (money in)

Open the client, choose Add transaction, select Money In / Deposit — this adds to their balance.

Record petty-cash spend

On the transaction, set the funding source to Petty Cash; the relevant unit's float is reduced automatically.

Upload a receipt

Attach a photo or file when adding the purchase, or upload it later from the transaction's page.

Capture a signature

Sign on screen when prompted for cash given to a client or higher-value spends.

Resetting your password

You can reset your own password. On the sign-in page, choose Forgot password?, enter your registered email, and follow the secure link we send you. If you don't receive the email, check your spam folder before contacting your administrator.

Send us a message

Use this form to contact support directly. Messages are delivered straight to our support inbox at support@careledgerpro.co.uk, and we'll reply to the email address you provide.

Account & access issues

If you cannot sign in, your account is locked, or you need a role or house assignment changed, contact your system administrator or registered manager. Staff cannot grant their own roles — these changes must be made by an administrator.

Data access & erasure requests

Requests to access, correct or erase personal data (for staff or service users) should be directed to the care provider's Data Protection Officer. See the Privacy Notice for details of your rights under UK GDPR.

Reporting a problem

If something isn't working as expected, note what you were doing and any error message shown, then report it to your administrator so it can be investigated. Do not attempt to alter or delete records to work around a problem — every change is recorded in the audit log.

Reporting a suspected data breach

Report any suspected data breach immediately — for example:

  • a lost or stolen device
  • a misdirected email
  • paperwork left unsecured
  • someone accessing records they shouldn't

Speed matters: serious breaches must be reported to the ICO within 72 hours.

Tell your manager or administrator straight away, then log it in the Breaches area so the incident is recorded and the response timeline starts.

Financial discrepancies

If you spot a discrepancy in a balance, petty-cash float or transaction, flag it to a manager immediately. Transactions can be voided with a reason but are never silently deleted, preserving the append-only record.

Policies & compliance documents

The documents your auditor, DPO or registered manager will usually ask for: