MYLEDGERHistory, restore & change records
Next-step guidance
MYLEDGER tracks where each client is in the workflow and suggests what to do next.
The problem it solves
New users do not know what comes next in the workflow.
How it works
- Work on the client.
- MYLEDGER tracks progress.
- Follow the suggested next action.
What your practice gets
- Clear next steps.
- Easier onboarding for new staff.
- Consistent workflow.
Questions accountants ask
Is it per client?
Yes.
Do I have to follow it?
No. It is guidance.
Where is it shown?
In guidance and the dashboard.
Related features
Features that work alongside next-step guidance.
Client ledgers list
List, search and open your clients' ledgers, including clients brought across from FEDIX, and set the client you are working on.
VideoSmart guidance
Inline guidance and AI suggestions for the next step.
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.
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.