Bank Feeds
What is the best way to manage my clients broken bank feed connections? (Video)
Handling Broken Bank Feed Connections: During this video we help demonstrate the two different ways you can notify your client about a broken bank feed. Why do BANK FEEDS usually break? The most common reason a bank feed has been interrupted is due ...
Re-invite a client to Ledgersync
How to invite a client to Ledgersync if the first time when adding them you did not invite them? Say for example you added a client to Ledgersync and you decided to add the bank connection yourself. Later on that client has a new bank and you don't ...
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 invitation: 1- If you have invited your client ...
Describe Ledgersync's Security?
At Ledgersync, we prioritize security with robust measures to protect our clients' data. Here’s an overview of our security protocols: 1. User/Password Security: Ledgersync does not store user/password information when using the MasterCard API. The ...
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. ...