Storage Integrations
Do New Statements Auto-Sync to Cloud Storage or Require a Manual Push?
Yes, new statements sync automatically. Once your cloud storage is connected, LedgerSync sends each new statement to your cloud folder as soon as it pulls the statement from the bank, usually within seconds (Xero is the exception, see below). You do ...
Cloud Storage Connection Health Alerts
Overview LedgerSync delivers the statements, transactions, and check images you choose to your connected cloud storage (Google Drive, Dropbox, Box, OneDrive, SharePoint, or SmartVault). If uploads to a storage keep failing for a reason you need to ...
Excluding Specific Check or Deposit Images from Cloud Storage Upload
Overview By default, all check and deposit images fetched by LedgerSync are automatically pushed to your connected cloud storage (SmartVault, Google Drive, Dropbox, SharePoint, etc.). No configuration is required — this behavior remains unchanged for ...
How to Manually Sync / Export Statements to Cloud Storage
LedgerSync sends new statements to your cloud storage automatically, so you only need a manual sync when you want statements sent right away or sent again. To do it, select the statements on the client's Statements tab, click Sync With and choose ...
LedgerSync Document Storage Service
Doc. storage is a set of folders inside LedgerSync where your firm can keep each client's documents. To open it, go to the Tools menu at the top of the page and choose Doc. storage. The page that opens is called Document Storage. The files are stored ...
What is the best way to utilize SmartVault and Ledgersync together?
Ledgersync & SmartVault Workflow Tips Benefits of the Integration: Automate the Fetching and Secure Storage of financial information Maintain a seamless workflow Control the flow and security of sensitive information Employees can view documents ...
How to connect to a Ledgersync Cloud Storage option.
To connect cloud storage, go to Tools > Cloud Storage, open the tab for your platform, click Authorize and sign in, then choose the folder where files should go. From then on, LedgerSync sends each new statement to that folder automatically, usually ...
How to connect and map client specific statements and checks to SmartVault
Connect SmartVault under Tools, Cloud Storage, then choose where files go: one folder for your whole firm, a specific folder for a client, or both. Once a folder is set, LedgerSync sends each new statement to SmartVault automatically, usually within ...
How do I export data to a specific folder on my cloud storage?
LedgerSync puts files directly into the cloud storage folder you choose. You set one folder that all your clients share, and you can give any client its own folder instead. LedgerSync does not create subfolders for each client, bank or account. Each ...