What firm users and client logins can see in LedgerSync

What firm users and client logins can see in LedgerSync

What you see in LedgerSync depends on how you sign in. Your firm's team gets the full menu across the top and a client list on the left. Clients who sign in get a short menu with just Task Center and no client list.

If a firm user opens a page their role cannot use, LedgerSync takes them to the Dashboard. If a client opens a page they cannot use, LedgerSync takes them to their own bank connections page.

Firm roles

  • Main login: the account your firm signed up with. It sees every client.
  • Administrators: added from Tools > Add Administrator. They see every client.
  • Employees: added from Tools > Add Employee. They see only the clients assigned to them.

Main menu for firm users

Every firm user sees these items:

  • Dashboard
  • Client Actions: Client List and Communication Center
  • Bank Connections: Summary, Transactions, Txs Verify, Running Balance, Statements and Checks
  • Task Center
  • Rules Engine: QuickBooks, ZohoBooks and Manual
  • LS QBO Validation
  • Tools

The main login and administrators usually also see Client Grouping under Client Actions.

LS QBO Validation appears for everyone, but only the main login and administrators can open it. Employees who click it are taken to the Dashboard.

Tools always includes Doc. storage, Cloud Storage, Notes, PDF Converter, LS Bank Reconciliation, Supported Institutions and QuickBooks Transactions. The main login and administrators also see Add Administrator and Add Employee there.

The menu under your name

For every firm user, this menu includes Book 1x1 Support, Settings, Terms & Conditions, Contact us, My support tickets, Request New Bank, Mastercard Supported Banks and Logout.

The main login also sees Billing. The main login and administrators also see Employees, Customer Admin and Permissions. On the Permissions page they choose which actions the Employee, Firm and Client roles are allowed to do.

Client logins

Clients who sign in see a menu with one link, Task Center. They do not see a client list and cannot open the Dashboard or other firm pages.

The menu under the client's name contains:

  • Change Password
  • Terms & Conditions
  • Contact us
  • Mastercard Supported Banks
  • Request New Bank
  • Logout