Overview

By default, all check and deposit images fetched by LedgerSync are automatically pushed to your connected cloud storage (SmartVault, Google Drive, Dropbox, SharePoint, etc.). No configuration is required — this behavior remains unchanged for all users.

However, you may have checks you want to skip — for example, paycheck images that don't need to be stored alongside regular business checks. LedgerSync allows you to exclude specific checks or deposit images from cloud upload on a per-check basis, directly from the Checks page.

How It Works

Exclusion is opt-out per check, not a global setting. This means:

• All checks continue to upload to cloud storage by default — nothing changes unless you act.
• You selectively mark only the checks you want to skip.
• Checks from the same bank connection can be handled differently — for example, paychecks excluded while all other checks continue uploading normally.

This is intentional: because paychecks and regular checks often come in on the same bank connection, a connection-level toggle cannot tell them apart. The per-check approach gives you the precision to handle mixed check types correctly.

How to Exclude Checks from Cloud Upload

1. Navigate to the client and select the Checks tab.
2. Browse or filter to find the check images you want to exclude.
3. Select the check(s) using the checkbox on the left. You can select multiple checks at once using Select All or by checking them individually.
4. Click Exclude Selected.
5. A confirmation prompt will appear: "Do you want to exclude the selected check(s) from cloud upload?"
6. Click Yes to confirm. The selected checks will be marked Excluded from Upload and will no longer sync to cloud storage.

How to Re-Include Excluded Checks

If you excluded a check by mistake or want to restore it to cloud upload:

1. Select the excluded check(s).
2. Click Include Selected.
3. The check will be re-added to the cloud upload queue on the next sync.

Identifying Excluded Checks

Checks that have been excluded are labeled Excluded from Upload next to the check entry on the Checks page, making it easy to see which images are being skipped.

Common Use Case: Skipping Paycheck Images

If your client's account includes both regular business checks and a large volume of paychecks, you can exclude the paycheck images while continuing to upload all other checks to cloud storage — without changing any connection settings or affecting other clients.

Related Articles

• Article 8: How to Export Data to a Specific Folder on My Cloud Storage
• Article 10: How to Connect and Map Client Specific Statements and Checks to SmartVault
• Article 24: LedgerSync & SmartVault Workflow Tips
• Article 74: Downloading Statements in Bulk

Need help? Contact us at support@ledgersync.com.