Notification Settings

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Notification Settings

 

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 Setup Accountant Notifications: All notifications can be sent Daily, Weekly, or Monthly

Invalid Credentials Notifications

Summary Report of all Accounts

This page allows you to set who receives notification (you and/or your client) and the frequency of notification. You will receive notification by email that lets you know which client and bank has failed to update and why.

This is a great feature to use if you do not log in regularly to Ledgersync and do not want to be caught right before a deadline and discover the account has not been updating.

 

 

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