Overview If you want to understand what LedgerSync offers from an accountant's perspective, watch the video below. Our accountant expert Matt walks through the platform's core features and how they fit into a real bookkeeping workflow. What the Video ...
Overview This guide walks you through adding your first client to LedgerSync and deciding how much to involve them in the bank connection process. Step 1: Add the Client Click the red Add Client button in the top left corner of LedgerSync. Step 2: ...
Every Ledgersync Administrator has a free internal/personal account. Can this Ledgersync client account be shared with other employees? Essentially when an administrator signs up to Ledgersync you get a free administrator Ledgersync account that only ...
Overview By default, employees in LedgerSync can only see the clients they created themselves. Administrators can manually assign additional clients to employees. The Auto Assign feature automatically assigns all existing and future clients to all ...
Overview This article outlines the steps to add a new administrator to your LedgerSync account. Administrator access grants full permissions to manage firm-wide settings, clients, and users. Steps 1. Log in to your LedgerSync account. 2. Click on ...