MYLEDGERHistory, restore & change records
Restore 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.
The problem it solves
After a run of bad changes, the cleanest fix is to go back to a known-good moment.
How it works
- Choose the point in time.
- Preview the restore plan.
- Apply it, and undo if necessary.
What your practice gets
- Back to a known-good state.
- Preview first.
- Undoable.
Questions accountants ask
Can I preview the restore?
Yes.
Can I undo it?
Yes.
Does it affect other clients?
No. It is per client.
Related features
Features that work alongside restore to a point in time.
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.
VideoUndo bulk and AI runs
Undo a bulk or AI batch (coding, GST, import or delete) within 72 hours.
Ledger snapshots
Take a snapshot of the ledger before risky edits, compare snapshots and restore one.
VideoClose and reopen periods
Lock a period against edits once it is finished, and reopen it with a record if changes are needed.
VideoEvery change recoverable
MYLEDGER keeps the previous version of transactions as they change, including bulk changes, so they can be recovered.
Sensitive action records
Sensitive actions are recorded centrally, with categories and retention, as evidence of who did what.
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.