Statements
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. The math is pretty simple: Take ...
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 ...