Client ledgers list
List, search and open your clients' ledgers, including clients brought across from FEDIX, and set the client you are working on.
The problem it solves
Accountants need one place to choose which client's books they are working on.
How it works
- Open the clients list.
- Search for the client.
- Open their ledger and start work.
What your practice gets
- Every client ledger in one list.
- Clients from FEDIX appear automatically.
- Quick switching.
Watch it in the product
A short recording of client ledgers list in use.
Questions accountants ask
Do FEDIX clients appear here?
Yes. Clients from the practice system are mirrored into MYLEDGER.
Can I add clients that are not in FEDIX?
Yes. You can add a client ledger directly.
Can I edit client details here?
Yes, the details MYLEDGER uses.
Related features
Features that work alongside client ledgers list.
Add and manage client ledgers
Create a client ledger directly in MYLEDGER, update its details and remove it when it is no longer needed.
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.
Chart of accounts
View, add, rename, reorder, merge and delete accounts, and apply tax return labels, for each client.
VideoSee 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.