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MYLEDGERClients & entities

Client and period switcher

A header bar to switch client and period, and edit client details, from anywhere in MYLEDGER.

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The problem it solves

Going back to the client list every time you change client or period breaks concentration.

How it works

  1. Use the bar at the top of any screen.
  2. Switch client or period.
  3. Open the client drawer to edit details.

What your practice gets

  • Change context from anywhere.
  • Fewer clicks.
  • Details editable in place.

Questions accountants ask

Can I change the period from any screen?

Yes.

Can I edit client details without leaving the page?

Yes, in the client drawer.

Is it on every screen?

Yes, across the workspace.

Features that work alongside client and period switcher.

Client ledgers list

List, search and open your clients' ledgers, including clients brought across from FEDIX, and set the client you are working on.

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Pick up where you left off

MYLEDGER opens the client you asked for from a link, or the last client you worked on.

Add and manage client ledgers

Create a client ledger directly in MYLEDGER, update its details and remove it when it is no longer needed.

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Plan 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.

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.

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