MYLEDGERHistory, restore & change records
Ledger snapshots
Take a snapshot of the ledger before risky edits, compare snapshots and restore one.
The problem it solves
Before a big change, you want a checkpoint to return to.
How it works
- Create a snapshot.
- Make your changes.
- Compare with the snapshot, or restore it.
What your practice gets
- Checkpoints before risky edits.
- Compare changes.
- Restore when needed.
Watch it in the product
A short recording of ledger snapshots in use.
Questions accountants ask
Can I compare snapshots?
Yes.
Can I restore a snapshot?
Yes.
Is there a tutorial?
Yes, see the snapshots and closing a period tutorial.
Related features
Features that work alongside ledger snapshots.
Transaction ledger
Every transaction for the client is kept in one ledger that all MYLEDGER screens read from and write to.
Close 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.
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.
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.