Add and manage client ledgers
Create a client ledger directly in MYLEDGER, update its details and remove it when it is no longer needed.
The problem it solves
Practices that do not keep every client in a practice system still need to add a ledger by hand.
How it works
- Add a client ledger with its entity type and details.
- Update details as needed.
- Remove the ledger when the work ends.
What your practice gets
- Start work without a practice-system record.
- Simple maintenance.
- Removal is a soft delete.
Watch it in the product
A short recording of add and manage client ledgers in use.
Questions accountants ask
Can I restore a removed client?
Removal is a soft delete rather than permanent erasure.
Which entity types are supported?
Individuals, companies, trusts, partnerships and SMSFs.
Is there a tutorial?
Yes, see the add and manage a client tutorial.
Related features
Features that work alongside add and manage client ledgers.
Client ledgers list
List, search and open your clients' ledgers, including clients brought across from FEDIX, and set the client you are working on.
VideoPlan check before adding a client ledger
Before you add another client ledger, MYLEDGER checks whether it takes the practice past its included allowance and asks you to confirm.
Bank account assignment
Record which ledger account is the client's bank account, so every imported bank line posts against the right account.
Small business entity setting
Mark whether the client is a small business entity, which affects depreciation treatment and reports.
Client and period switcher
A header bar to switch client and period, and edit client details, from anywhere in MYLEDGER.
Pick up where you left off
MYLEDGER opens the client you asked for from a link, or the last client you worked on.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.