Turn on Notify when new Bank has been added in your Account Settings. LedgerSync then emails your firm each time a new MasterCard bank connection is added for one of your clients. The setting is off until you turn it on.
How to turn it on or off
- Click your name at the top right of the screen. On a narrow screen, open the menu button first.
- Click Settings.
- On the Account Settings page, click Notifications to open that section.
- Tick Notify when new Bank has been added to turn the email on, or untick it to turn it off.
Your change saves as soon as you click the checkbox. There is no Save button. You will see Settings updated successfully when it is saved.
About the email
- The subject line is New Bank Connection Created.
- The email names the client and the bank they connected.
- It goes only to your firm account's primary email address. It can't be sent to other staff or to another address.
- The setting covers your whole firm.
When the email is sent
The email is sent after the new bank accounts are saved to a client's profile. This happens whether the client connected the bank or someone at your firm connected it for that client.
The email is not sent for:
- Bank connections made through MX or Statements & Checks.
- Bank accounts connected under your firm's own login rather than a client.
Need help?
Email LedgerSync Support at support@ledgersync.com.