Bank Feeds
How to Add a Bank Feed Connection in LedgerSync
Overview When you click Add Bank Connection in LedgerSync, you will see a screen asking: "What information would you like to aggregate?" There are five connection options. This article explains each one — when to use it, what it fetches, and how to ...
Communication Center - How to invite clients to add banks or reconnect banks
Purpose: How to invite a client to securely connect or reconnect their own bank account through the LedgerSync application Follow the steps below: Log into the LedgerSync application. Navigate to Client Actions → Communication Center → Reconnect and ...
Sending Bank Connection Invitations via Email
Knowledge Base Article: Sending Bank Connection Invitations via Email Overview This article explains how to send bank connection invitations to clients via email when you need them to add a new bank account to Ledgersync. Important Note The ...
Four Methods To Inviting a Client To Add Banks Via Ledgersync
Overview Getting clients to connect their banking data is one of the most common challenges when onboarding to LedgerSync. LedgerSync provides multiple methods so you can choose the approach that works best for each client relationship. Method 1 — ...
How do I group my clients in LedgerSync?
You can sort your clients into named groups, for example by industry, so your client list is easier to manage and view. You set this up under Client Actions then Client Grouping. Why use groups? Split your client list into sections, for example by ...
How to invite one or more client to specific banks
How to manage bank changes without communicating manually one client at a time? Can Ledgersync request clients to update their info in bulk? Lets take the following scenario: Scenario 1 You need to invite many clients to update a specific bank ...
What is the best way to manage my clients' broken bank feed connections?
There are two ways to let clients know that a bank connection is broken and needs their attention: the Notify Clients button in the Communication Center, which reaches many clients at once, and the Text Client To Fix button, which texts one client ...
How to Fix Broken Bank Connections for Multiple Clients at Once
Overview When a client's bank connection breaks, LedgerSync can send them a secure link to fix it in under 30 seconds — directly from their phone. If you have multiple clients with broken connections, you can notify all of them in one batch using the ...
Re-invite a client to Ledgersync
How to invite a client to Ledgersync if the first time when adding them they did not add a bank? 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 ...
Describe Ledgersync's Security?
Overview At LedgerSync, we prioritize security with robust measures to protect our clients’ data. Here is an overview of our security protocols. 1. User/Password Security LedgerSync does not store user/password information when using the Mastercard ...
Signed Up My Client But They Are Not Adding In Their Bank Connections?
If a client you signed up has not connected a bank yet, turn on the client reminder in your Client List, or send the client a fresh invitation. Letting the client know what to expect and sharing our security information also helps. 1. Let the Client ...
How To Add My First Ledgersync Client?
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 Add Client button in the top left corner of LedgerSync. Step 2: Fill ...