Adding Fetch For Bank Statements

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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