What's new in Ledger

Every shipped improvement, with the exact path to find it and the gestures to know. Most recent first. All example data is fictional (Société Exemple inc.).

September 9, 2026

The Quick Method now supports Ontario (HST)

Where: Engagement › Worksheets › GST-QST Quick Method › Configuration

The Quick Method worksheet only served Quebec clients (GST + QST). It now supports Ontario. A Province selector appears in the configuration, pre-filled from the client's address and editable. The calculation and the presentation adapt to the chosen regime.

1. Quebec: two taxes (GST 5% + QST 9.975%), two remittance rates and two columns, as before. Nothing changes for your Quebec engagements.
2. Ontario: one harmonized tax (HST 13%), so one remittance rate and one column. The reduced rate is 8.8% for services and 4.4% for goods. The 1% credit on the first $30,000 and ITCs on capital assets apply on both sides.
3. A "How does the Quick Method work?" link opens help with the rate table and sources (CRA, Revenu Quebec).

A scrollbar at the top of the trial balance

Where: Engagement › Trial balance

On a large trial balance, the horizontal scrollbar sat all the way at the bottom: you had to scroll down to pan the columns sideways, then scroll back up to read. A second scrollbar, at the top of the grid, now lets you move the columns without scrolling down. Both scrollbars stay in sync.

Back to the trial balance from Bulk grouping

Where: Engagement › Worksheets › Tools › Bulk grouping edit

A "Back to trial balance" button at the top of the tool returns to the engagement in one click, once the batch of groupings is applied.

Reorder financial statement notes by drag and drop

Where: Engagement › Financial statements › Notes and schedules

Changing the order of a note or schedule used to mean clicking the small Move up / Move down arrows several times. You can now grab a note by its handle (the icon on the left) and drop it straight where you want it. The arrows are still available. Mandatory notes (for example Note 1) stay locked at the top and don't move.

The trade name is pulled automatically into the notes

Where: Engagement › Financial statements › Notes and schedules › "Trade name" note

The "Trade name" note ("doing business as") used to require retyping the name by hand. It now automatically pulls the trade name from the client sheet. Fill it once on the client, and the note reads correctly in the report.

September 8, 2026

Change the grouping of several accounts at once

Where: Engagement › Working papers › Tools › Bulk grouping edit

After an import, fixing mappings one account at a time is slow. The new tool lists the engagement's accounts with checkboxes: check, pick a grouping once, apply. Same effect as editing rows one by one in the trial balance: the IGRF follows the catalog (and your firm's custom codes), nothing else moves.

1. Shift + click checks a range; the header checkbox checks everything the search shows.
2. The action bar only appears with a selection; only checked accounts are touched, and changing the search clears the selection (never a checked account out of sight).
3. After applying, Undo stays available for a few seconds: every account gets back the exact grouping it had.

A due date on custom pipeline tasks

Where: Pipelines › open a card of a custom pipeline › Due date field

Free-form pipelines (payroll, special mandates, T1s) had no deadline at all: a grey badge on every card, empty Deadlines and Calendar views. Pick a date in the card's sheet and it behaves like a T2 engagement: red (overdue) or amber (≤ 14 days) badge on the kanban, presence in the List, Deadlines and Calendar views, alerts on the dashboard tile. T2/CO-17 and GST/QST pipelines do not change: their deadlines stay computed automatically.

1. On a recurring card, the delay follows: "due 15 days after period end" carries over to every generated occurrence (perfect for the 15th-of-the-month source deduction remittances).
2. A card without a due date stays allowed: grey badge, no alert.
3. The dashboard timeline now merges pipeline deadlines (GST/QST and custom) with engagement filing dates: each line carries its source's label (the pipeline's name, or "Financial statements" for engagements), most urgent first. Cards moved to the last column no longer appear.

Your production pipelines, visible right on the dashboard

Where: Dashboard (as soon as Ledger opens)

One tile per pipeline, between the indicators and your files: the board's name, its active card count, a progress bar in the kanban columns' colors and, only when warranted, the overdue and ≤ 14 d badges, computed exactly like on the board (T2, CO-17, GST/QST). Cards whose period has not ended yet (recurrences, next fiscal years) are counted separately as "upcoming": they enter neither the bar nor the alerts.

1. Hover a bar segment: the stage and its count (« In progress: 4 »).
2. Click the tile: the Pipelines page opens directly on that board, with the full detail.
3. A pipeline without cards stays visible with « No active cards ». Nothing to configure; the strip shows the whole firm regardless of the selected filter, and disappears if no pipeline exists.

Financial statement schedules, by section or by line item

Where: Engagement › Financial statements › Open print preview › Schedules button

Show a single line on the income statement (« Cost of goods sold (schedule A) ») and print the breakdown on the schedules page. Each schedule, lettered A, B, C, covers one or more expense sections, or a single line item (for example Rent), with two levels of detail: by grouping or by general ledger account.

1. + Add a schedule: pick a template (cost of goods sold, selling expenses, operating expenses, financial expenses) or « Custom ».
2. + Add a section or a line item: the menu offers both groups.
3. Tick Fold to a single line on the income statement: the covered section becomes one line with the (schedule A) reference. Unticked, the detail stays on the statement and the reference is still added.

Statement titles editable in one click

Where: FS print preview › click a title

When a catalog term does not fit the client (« Raw material purchases » for a service business), fix it right on the preview: hover a section heading, a subtotal, the gross margin or a total, click, type, Enter. Clearing the field restores the original label. Per engagement and per language (switch the preview to French and edit again for the French version); carried at rollover; the figures never move.

Notes per account on the trial balance

Where: Trial balance › bubble icon on the account row

A free note per account, plus an optional short reference (« n/m », « sch. 1 T2 ») shown as a token next to the description, Caseware style. The bubble turns amber when a note exists; hovering shows the text. Notes stay internal (never printed on the financial statements) and follow the account if it is renumbered.

Protected TB accounts

Where: Trial balance (automatic)

An account holding engagement data can no longer be deleted: a dialog lists what is holding it (entries, transactions, reconciliations). A zero balance is not enough, a reconciled-to-zero account still holds data. And renumbering an account propagates the new number everywhere: entries, transactions, reconciliations, rules, worksheets, attachments and notes.

Logo size on the FS cover

Where: Settings › Printing › Logo size

Small, Medium (the historical rendering) or Large, with a live preview. The setting applies to all engagements of the firm; letters keep their compact letterhead.

Adjustable column widths

Where: Trial balance and Chart reconciliation

Drag the right edge of a header (Account #, Description, Grouping; on the reconciliation: number, description, suggestion) to widen or narrow the column. Double-click the handle: default width. Remembered on your workstation, without touching your colleagues' grids.

The reconciliation's Suggested / chosen code column is now wider by default, and hovering a truncated code shows the full label, without opening the menu. Spreadsheet columns drag the same way.

The TB scrolls instead of crushing columns

Where: Trial balance (automatic)

With many columns showing, the description and grouping now keep a readable width and the overflow scrolls left to right, with the bar visible at the bottom of the window. No more hiding columns to read.

Spreadsheets: import Excel, with Excel's fluidity

Where: Engagement › Worksheets › Spreadsheets › Import Excel

Your existing Excel working papers come in as they are: every non-empty tab becomes a sheet, with live formulas, bold, $ and % formats, and column widths. To reuse a template on another engagement, re-import the same file.

1. Arrows: navigate. Type: replace. F2 or double-click: edit in place. Enter/Tab: confirm and move. Escape: cancel.
2. Pasting a range copied from Excel fills the grid from the chosen cell.
3. Quebec amounts count: « 12,5 », « 1 234,56 $ », thousand spaces.

Date, address and page number on PDFs

Where: browser print dialog (Ctrl+P) › More settings

Those lines come from the browser, not from Ledger. Untick Headers and footers once: the setting sticks and the PDF comes out exactly like the preview.