I have full access to the bank and don't want to invite the client
What if you have full access to the client's banking and you do not want to invite them to Ledgersync?
See the below article and suggestion.
In the event that you have full account owner access to the bank and that the token code will come to you then there is no reason to invite the client to Ledgersync.
Here is what you should do if you never want to hav the client access Ledgersync
- Click on the Add Client button
- Add in the name of the client
- don’t put in their email, rather as a suggestion put in client@yourdomain.com
- Leave the phone number empty
- Click on do not send invitation email
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