What is the Modernized General Ledger?
The Modernized General Ledger is a purpose-built financial hub for law firms — a single place to view, search, analyze, and manage all financial activity across your firm. It replaces fragmented workflows with one source of truth: unified entries, advanced balancing tools, and direct Excel export, without leaving your workflow.
What’s different from the current General Ledger?
The current General Ledger is a static report. The Modernized GL is an interactive ledger with real-time filtering, journal entry creation and management, drill-down on discrepancies, direct Excel export, and dimensional reporting by class and department. CSV import for journal entries is also available for Enterprise Insights customers.
The legacy General Ledger Report remains available in the Reports section.
Will my existing financial data be affected?
No. The upgrade is to the interface and capabilities — your existing financial data carries over as-is. The existing General Ledger and Trial Balance will still both be available, so you can access consistent data from either interface until you are fully comfortable with the new system.
Does the Modernized GL eliminate the need for double entry?
Similar to the existing General Ledger, there is no need for double entry. The Modernized General Ledger is available concurrently with the existing GL, and there is no extra work necessary to sync data between the two, so your workflows are not interrupted.
Do I need to do anything before or after my firm is upgraded?
Nothing is required before your upgrade. After your firm is moved to the Modernized General Ledger, you’ll find it under Accounting → General Ledger. Your firm’s billing admin will receive notice ahead of your scheduled upgrade date.
How do I access the Modernized General Ledger?
Go to Accounting in the main navigation bar and select the General Ledger tab — it sits between Banks & Registers and Reports. For a full walkthrough, see Navigating the Modernized General Ledger.Â
What is dimensional reporting, and how do I set it up?
Dimensional reporting lets you organize and analyze financial data by class and department — for example, by practice area, office location, or client group. To configure these, open the Settings icon within the General Ledger tab.
Note: The Class feature is available to Enterprise Insights firms only.
How do I create a new class or department?
In the General Ledger tab, open Settings and follow the prompts to add a class or department. You’ll need to enter a name, number, effective date, and end date.
How do I filter and search journal entries?
Use the filters and search bar in the Journal Entry view to narrow results by date, accounting basis, status, or journal category. Results update in real time as you apply filters.
How do I create a journal entry manually?
Click Add New Journal Entry, fill in the header fields (name, accounting basis, date, and journal category), enter your transaction lines, then save or post.
Why can’t I delete a posted journal entry?
Once a journal entry is posted, it’s part of the official financial record and can’t be deleted. Unposted entries can still be deleted before they’re finalized.
To correct a posted entry, use the Reverse Entry option in the Journal Entry grid. This creates a new entry with reversed debit and credit values and preserves the original for your audit trail.
What’s coming next for the Modernized General Ledger?
Upcoming capabilities include:
• Class and Department fields on hard costs, expanding dimensional reporting across more transaction types
• Reimagined Balance Sheet with drill-down into underlying transactions
• Enhanced Income Statement with drill-down filtering by Class, Department, and Location
These features are on the roadmap and subject to change. Availability may vary by plan tier.