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MYLEDGERClients & entities

Pick up where you left off

MYLEDGER opens the client you asked for from a link, or the last client you worked on.

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The problem it solves

Landing on a blank screen after opening the app or a link wastes time.

How it works

  1. Open MYLEDGER, or follow a link to a client from FEDIX.
  2. MYLEDGER opens that client, or your last one.
  3. Carry on working.

What your practice gets

  • Links from FEDIX open the right client.
  • Returning users land in their work.
  • No hunting.

Questions accountants ask

Does a FEDIX link open the client directly?

Yes.

What if I did not use a link?

Your last-opened client is restored.

Can I switch afterwards?

Yes, from the client bar.

Features that work alongside pick up where you left off.

User preferences

MYLEDGER remembers your toolbar pins, last client and display preferences.

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Client ledgers list

List, search and open your clients' ledgers, including clients brought across from FEDIX, and set the client you are working on.

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Add and manage client ledgers

Create a client ledger directly in MYLEDGER, update its details and remove it when it is no longer needed.

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Plan check before adding a client ledger

Before you add another client ledger, MYLEDGER checks whether it takes the practice past its included allowance and asks you to confirm.

Bank account assignment

Record which ledger account is the client's bank account, so every imported bank line posts against the right account.

Small business entity setting

Mark whether the client is a small business entity, which affects depreciation treatment and reports.

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.

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