MYLEDGERDashboard, navigation & training
MYLEDGER dashboard
Key figures, quarter close progress, risk flags, next steps, due dates, outputs and a workflow stepper at a glance.
The problem it solves
Starting the day without a clear picture of status and next steps wastes time.
How it works
- Open the dashboard.
- Review progress, flags and due dates.
- Follow the next steps.
What your practice gets
- Status at a glance.
- Clear next steps.
- Risk flags surfaced.
Watch it in the product
A short recording of myledger dashboard in use.
Questions accountants ask
Is it per client or practice?
There are practice and client views.
What is the workflow stepper?
A guide through the stages of the work.
Is there a tutorial?
Yes, see the clients and dashboard tutorial.
Related features
Features that work alongside myledger dashboard.
Client ledgers list
List, search and open your clients' ledgers, including clients brought across from FEDIX, and set the client you are working on.
VideoMYLEDGER welcome hub
A welcome hub and banner guide a new practice through the remaining setup.
VideoNavigation on desktop and phone
Sidebar sections for Import, Reconcile, Report, Compliance, Automation and Share Links, with mobile navigation.
VideoTraining videos in the app
A tutorial player and page tips link each screen to its training video.
VideoGuided tutorials
Step-by-step guided tutorials in context, for example adding with AI, bulk adding, clients, coding rules and settings.
Smart guidance
Inline guidance and AI suggestions for the next step.
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.