MYLEDGERHistory, restore & change records
Sensitive action records
Sensitive actions are recorded centrally, with categories and retention, as evidence of who did what.
The problem it solves
You need evidence of who performed sensitive actions.
How it works
- A sensitive action is taken.
- It is recorded with its category.
- Records are kept for the retention period.
What your practice gets
- Evidence of who did what.
- Categorised records.
- Retention managed.
Questions accountants ask
Which actions are recorded?
Sensitive actions.
How long are records kept?
According to the retention period.
Who can see them?
Authorised users.
Related features
Features that work alongside sensitive action records.
Next-step guidance
MYLEDGER tracks where each client is in the workflow and suggests what to do next.
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.
Ledger snapshots
Take a snapshot of the ledger before risky edits, compare snapshots and restore one.
VideoSee 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.