Client Management
Pre-selecting banks for the client
We now make it even easier for a client to connect a bank. How? If you know your clients needs to add Bank A,B,C to Ledgersync you can pre-select the bank for them and they will no longer need to search for the bank as you have pre-selected the banks ...
Adding Fetch For Bank Statements
Adding your first bank connection is super simple. If you have used any products like Venmo you'll find this process extremely familiar. For Statements , most of the times we use MasterCard's API Client invitaiton: 1- If you have invited your client ...
Describe Ledgersync's Security?
When it comes to security this is a brief overview without going into much technical details: 1- The most important sensitive data that is the User/Password feature and Ledgersync does not store user/pass info when using the MastrerCard API. We use ...
Signed Up My Client But They Are Not Adding In Their Bank Connections?
Like all products get clients to work with accountant tools is not easy and is challenging. Here are a few tips 1- Please let the client know about Ledgersync. It's only normal that if a client receives an invitation to a product that they are ...
How To Add My First Ledgersync Client?
Awesome.. you have signed up to Ledgersync and now it's time to add your first client Follow the following steps to add your first client to Ledgersync 1- Click on the Red Button towards the top left "Add Client" 2) Enter in all the info on the form. ...