General ledger
Transaction-level detail for every account.
The problem it solves
Review and queries need the detail behind each account balance.
How it works
- Open the general ledger.
- Choose an account and period.
- Review every transaction.
What your practice gets
- Full transaction detail.
- Supports review.
- Any account.
Questions accountants ask
Is it per account?
Yes.
Does it include journals?
Yes.
Can I filter by period?
Yes.
Related features
Features that work alongside general ledger.
Transaction ledger
Every transaction for the client is kept in one ledger that all MYLEDGER screens read from and write to.
Cash at bank setting
Choose which account is cash at bank so statements classify cash correctly.
Rental property schedule
A schedule of rental property income and expenses drawn from the ledger, for the rental section of the return.
VideoOne reporting period for every report
Pick the financial year or period once and every report uses it.
VideoStatement sections per client
Choose which statement sections are shown for each client, to suit the entity.
Reports that do not break on one bad line
A single problematic transaction is set aside and flagged instead of breaking the whole report.
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.