MYLEDGER Accounting preparation
History, restore & change records
See what changed, view the ledger as it was, restore deleted records, roll back to a point in time, undo bulk runs, take snapshots and close periods.
Who it is for
Accountants who need confidence that any change can be explained and reversed.
Features in History, restore & change records
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.
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.
Ledger snapshots
Take a snapshot of the ledger before risky edits, compare snapshots and restore one.
VideoClose and reopen periods
Lock a period against edits once it is finished, and reopen it with a record if changes are needed.
VideoEvery 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.
More from MYLEDGER
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.