MYLEDGERChart of accounts & the ledger
Rename and reorder accounts
Rename an account and its history follows; set the display order you want.
The problem it solves
Tidying a chart should not break existing reports.
How it works
- Rename an account.
- Its history follows the new name.
- Drag accounts into your preferred order.
What your practice gets
- Tidy charts without breaking reports.
- History preserved.
- Your preferred order saved.
Questions accountants ask
Does renaming affect past transactions?
History follows the renamed account.
Is the order saved?
Yes.
Does it affect reports?
Reports use the updated names.
Related features
Features that work alongside rename and reorder accounts.
Chart of accounts
View, add, rename, reorder, merge and delete accounts, and apply tax return labels, for each client.
VideoDefault chart for each entity type
Start a new client with a sensible default chart for their entity type.
VideoAccount usage counts
See how many transactions and journals use each account before you delete or merge it.
Coding rules
Per-client rules that code transactions matching a description to an account, with AI-generated rules and bulk editing.
Practice default charts
Set your firm's standard chart for each entity type, which new clients inherit; edit or reset it any time.
VideoTransaction ledger
Every transaction for the client is kept in one ledger that all MYLEDGER screens read from and write to.
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.