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.
The problem it solves
Nobody wants a surprise on the bill because a ledger tipped the practice over its plan.
How it works
- Start adding a client ledger.
- MYLEDGER checks the practice's included allowance.
- Confirm if the new ledger affects billing.
What your practice gets
- No surprise charges.
- A clear confirmation step.
- Informed decisions.
Questions accountants ask
When does the check run?
When you add a new client ledger.
What are the plan allowances?
See the pricing page for current plans.
Can I cancel?
Yes. Nothing is added until you confirm.
Related features
Features that work alongside plan check before adding a client ledger.
Client ledgers list
List, search and open your clients' ledgers, including clients brought across from FEDIX, and set the client you are working on.
VideoAI usage and plan limits
See the practice's AI usage for the billing cycle, its quota and billing notifications.
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.
Client and period switcher
A header bar to switch client and period, and edit client details, from anywhere in MYLEDGER.
Pick up where you left off
MYLEDGER opens the client you asked for from a link, or the last client you worked on.
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.