Upload history
A list of past uploads with a count of those that need attention.
The problem it solves
It is hard to know what has been imported and what still needs action.
How it works
- Open upload history.
- See past uploads and their status.
- Act on those needing attention.
What your practice gets
- A record of what came in.
- Items needing action highlighted.
- Nothing forgotten.
Questions accountants ask
What needs attention?
Uploads that need review or action.
Is it per client?
Yes.
Can I reopen an upload?
Open it from the history.
Related features
Features that work alongside upload history.
Upload Hub
One page for every way of getting client data in: AI upload, CSV, bank statements, opening balances, amortisation schedules, receipts and rental statements.
VideoManual transaction entry
Type transactions directly into the grid when there are only a few to add.
VideoAI opening balances
An AI workflow reads source documents and drafts the client's opening balances for your review.
Loan repayment import
AI extracts loan repayment schedules so repayments can be split into principal and interest and imported.
Client upload invitation
Generate a link, and an email, so the client can upload documents to MYLEDGER without logging in.
Cross-source duplicate detection
Catch the same bank line arriving from two sources, such as a feed and a statement, and stop two imports from running at once.
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.