LedgerSync does not support custom fields on transactions. You can't add your own fields or columns to a transaction.

To record extra information about a transaction, use the What Is This TXS? button to ask your client to explain it. Their answer is saved with the transaction in LedgerSync and appears in the Client Comment column. Client answers are saved for transactions from MasterCard bank connections.

Client answers stay in LedgerSync. They are not sent to your accounting software when you sync transactions.

Ask your client to explain a transaction

1. Open the transactions in Bank Connections > Transactions, or in the Rules Engine.
2. Tick the box next to each transaction you need explained.
3. Click What Is This TXS?.
4. Make sure Notify via SMS is ticked, then click Send.

Your client receives a text message with a link. They don't need to log in. The link shows each transaction's date, amount and description, with a box where they type what it was for and click Update.

Your client needs a cell phone number saved on their record in Client Actions > Client List.

Review your client's answers

• Each answer appears in the Client Comment column next to the transaction.
• Only your client can write the answer. You can read it, but you can't edit it or add one yourself.

After reading each answer, categorize the transaction or create a rule for it.

If a bank description is cut off

Some banks send transaction descriptions through MasterCard cut off at 32 characters. LedgerSync receives exactly what the bank sends and can't restore the missing text. If the bank's PDF statement shows the full description, you can convert the PDF instead:

1. Click Tools in the menu bar at the top, then click PDF Converter.
2. Drag and drop the statement PDF onto the upload area.
3. When the status shows COMPLETED, click Export in that row and choose XLS, XLSX, CSV, QBO or OFX.

Need help?

Email LedgerSync Support at support@ledgersync.com.