Bank Feeds
Weekly email listing clients who need to fix their bank connection
Every Wednesday afternoon, LedgerSync emails you a list of your clients whose bank connection is broken in a way only they can fix. From the email you can send all of them a link to fix it, by text or by email. Nothing goes to your clients until you ...
How to Add a Bank Feed Connection in LedgerSync
To add a bank, select the client and click Add Bank Connection in the Bank Connections panel on the left. LedgerSync can pick the best connection for the bank for you, or you can click Pick Manually and choose one of five connection types yourself. ...
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
Overview You can email a client an invitation to connect a bank account to LedgerSync in two ways: from the Communication Center, where you pick the specific bank, or from the Client List, which sends a general invitation. Option 1: Invite a client ...
Four Methods To Inviting a Client To Add Banks Via Ledgersync
Overview LedgerSync gives you several ways to invite a client to connect their banks, so you can pick the one that fits each client. Method 1: LedgerSync Sends the Invitation (Email or Text) The simplest method. LedgerSync sends the invitation to ...
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
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 have access to that bank. You want the client to add the bank themselves. How do you make a ...
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. Bank Sign-In and Credentials For most connections, the account holder signs in at the bank or through ...
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 ...