Adding Fetch For Bank Statements
Adding your first bank connection is super simple. If you have used any products like Venmo you'll find this process extremely familiar. For Statements , most of the times we use MasterCard's API
Client invitation:
1- If you have invited your client via SMS or Email they will see a button link on the phone or email to connect to Ledgersync. Click on the link!
2- There is a button "Add Bank Connection" click on it
3- Click on "Statements" (the first tile) and follow the wizard.
4- Search for your bank and click on the bank on your phone /screen and follow the wizard to enter the username and password.. Most likely there will be a 2 Factor Question (like token code or security question) simply enter the info.
Accountant Access:
If you the accountant/bookkeeper are entering the client's bank info than follow the below
1- Click on the client's name on the left hand panel
2- Select " Bank Account" from the top (towards the left) and select "Summary"
3- Select the blue button " Add Bank Connection" and enter follow the wizard to search and enter the bank credentials.
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