MYLEDGERHistory, restore & change records
Every change recoverable
MYLEDGER keeps the previous version of transactions as they change, including bulk changes, so they can be recovered.
The problem it solves
Bulk changes are the hardest to recover from without a record of the previous values.
How it works
- Work as normal.
- Previous versions are captured as transactions change.
- Recover them through History when needed.
What your practice gets
- Recoverable bulk changes.
- No extra effort.
- Supports restore features.
Questions accountants ask
Does this include bulk edits?
Yes.
How do I recover a change?
Through History and restore.
Do I need to turn it on?
No.
Related features
Features that work alongside every change recoverable.
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.
VideoSensitive 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.
Restore deleted records
List deleted transactions, accounts and journals, and restore them or revert a single field.
VideoRestore to a point in time
Preview a plan to roll a client's ledger back to an earlier time, apply it, and undo it if needed.
Undo bulk and AI runs
Undo a bulk or AI batch (coding, GST, import or delete) within 72 hours.
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.