Yes. You can give LedgerSync an email address for a client, and each night LedgerSync emails that client's new statements and check images to it. This is called Email Forwarding.

How to set it up

1. Go to Client Actions > Client List.
2. Find the client and click Manage on that client's row.
3. Choose Email Forwarding.
4. In the Edit email forwarding window, enter the address in the Email: field.
5. Click Save. You will see the message "Setting has been successfully updated".

Each client can have one forwarding address. To change it, open the same window, replace the address and click Save. The address cannot be left empty.

What gets emailed

• MasterCard connections: statements are emailed. Each statement arrives in its own email with the PDF attached.
• Statements & Checks connections: check images are emailed. All new check images for an account are combined into one PDF.
• MX connections: nothing is emailed.

Statements from Statements & Checks connections and check images from MasterCard connections are not emailed.

When emails are sent

LedgerSync sends the emails once each night. Each statement or check image is emailed only once. On the first night after you add an address, the emails can include statements and check images that LedgerSync pulled before you set it up.

Need help?

Contact LedgerSync Support at support@ledgersync.com.