MYLEDGERChart of accounts & the ledger
Transaction change history
See who or what changed a transaction, including bulk lookups across many lines.
The problem it solves
During review you need to know who changed a line and when.
How it works
- Open a transaction's history.
- See each change and who made it.
- Look up history for many lines at once.
What your practice gets
- Answers "who changed this?"
- Supports review.
- Bulk lookups.
Questions accountants ask
Does it show AI changes?
It records changes from people and automated processes.
Can I look up many lines?
Yes.
Can I restore a change?
Use History and Restore to roll back.
Related features
Features that work alongside transaction change history.
Transaction ledger
Every transaction for the client is kept in one ledger that all MYLEDGER screens read from and write to.
Shared ledger storage across Fedix
Other Fedix ledger screens read and write the same transactions, accounts and journals as MYLEDGER, so there is one copy of the books.
Chart of accounts
View, add, rename, reorder, merge and delete accounts, and apply tax return labels, for each client.
VideoApply tax return labels
Map account names to the ATO tax return label set for trust or individual returns in one step.
Import a chart from text or a file
Paste or upload an account list from a client's old system and AI turns it into chart accounts for you to confirm.
VideoRename and reorder accounts
Rename an account and its history follows; set the display order you want.
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.