MYLEDGERHistory, restore & change records
Close and reopen periods
Lock a period against edits once it is finished, and reopen it with a record if changes are needed.
The problem it solves
Changes to a finished period after the work has gone out cause discrepancies.
How it works
- Close the period when it is finished.
- Edits to it are blocked.
- Reopen it deliberately if needed; the reopening is recorded.
What your practice gets
- Finished periods protected.
- Reopening recorded.
- Fewer surprises.
Watch it in the product
A short recording of close and reopen periods in use.
Questions accountants ask
Can I reopen a closed period?
Yes, and it is recorded.
Who can close a period?
Users your practice permits.
Does closing lodge anything?
No.
Related features
Features that work alongside close and reopen periods.
Transaction ledger
Every transaction for the client is kept in one ledger that all MYLEDGER screens read from and write to.
Every change recoverable
MYLEDGER keeps the previous version of transactions as they change, including bulk changes, so they can be recovered.
Sensitive action records
Sensitive actions are recorded centrally, with categories and retention, as evidence of who did what.
Next-step guidance
MYLEDGER tracks where each client is in the workflow and suggests what to do next.
History and restore
An activity feed, a view of the ledger as it was at any past moment, a recently-deleted list with one-click restore, and a timeline for each record.
VideoRestore deleted records
List deleted transactions, accounts and journals, and restore them or revert a single field.
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.