Storage Integrations
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.
If you are wondering on how to connect with one of the Ledgersync cloud storage integrations, then this is a perfect brief explanation article. At the moment Ledgersync Cloud Storage currently supports: Dropbox Google Drive One Drive SharePoint Xero ...
How to connect and map client specific statements and checks to SmartVault
SmartVault is the best tool on the market that allows you store the banking data collected via Ledgersync is an organized and secure way. Connecting Ledgersync to the SmartVault app is super easy. Each night Ledgersync checks what has been added and ...
How do I export data to a specific folder on my cloud storage?
When exporting data from Ledgersync to the cloud storage systems we connect to there a few options of available when it comes to determine the "end point" of where the data (transactions/statements/checks) are deposited to. At the moment Ledgersync ...