Statements
How to connect Ramp to Ledgersync
In order to connect Ramp's API to Ledgersync please follow the steps below. You need to have admin access to Ramp. Procedure: 1. Log into org Ramp account 2. Under Settings in the main menu, select Developer API 3. Select Start building 4. App Name: ...
Wells Fargo Not Showing Bank Statement
Sometimes you may get an error that Wells Fargo is missing a bank statement even though it is connected and there are no bank connection breakages. Why is this so? When your client adds Wells Fargo to Ledgersync there is an option to "Add Bank ...
Best Practices To Fetch Capital One Bank Statements.
Capital One is the largest major bank that does not have any intention of providing access to Capital One Bank Statements. They have an API but they refuse to grant access to their bank statements via their API. To deal with this Ledgersync has ...
What is the Running Balance Report
What is the Running Balance Report and what does it do? The Running Balance report is a calculated balance report at the transaction level much like one would see a transaction web page of any standard bank web site. Ledgersync is re-creating the ...
US Bank Statements Not Downloading To Ledgersync. Why?
At times you'll come across examples where the bank statement for US Bank is not downloading even though they are on the bank web site. How come? The reason is that the account owner needs to permission the statement download. See image below. Once ...
When should I connect to Chase through Mastercard and when should I connect through Ledgersync's Premium Bank Connections?
Question: When adding Chase accounts, I noticed that I did not have the option to choose which accounts I wanted to connect, I had to connect both accounts that were under the login. Note: We are assuming the question is asking how do you choose ...
Third Party Access Chase Bank
If you your client is using Chase and you have READ ONLY ACCOUNTANT ACCESS.. Your client can enable Third Party Access and allow you to use YOUR READ ONLY ACCESS and connect with Ledgersync. Follow the steps below. 1) Your client creates the ...
Why wont my Capital One Bank Statements automatically sync?
The Problem with Capital One: Since the inception of BANK FEEDS, Capital One has always been extremely difficult to work with. Most financial institutions understand the need for accountants to be able to fetch data for their clients and offer API ...