To start fetching your statements and transactions, you will first need to connect your bank accounts.
To do this:
1. Click on the company that you would like to connect bank accounts for from your company list on the left.
2. Switch to Bank Fetching tab.
3. Click the Connect Account(s) button.
4. You will see a screen asking for your permission to use your data. Click next if you agree with the Mastercard Terms & Conditions, and Privacy Notice.
5. You will now see a search bar and some banks already shown to you. Enter the name of the bank in the search bar, find and click on your bank from the list.
6. Enter your login credentials for your bank. You might have to answer security login questions or enter two factor authentication codes after logging in with your credentials.
7. On successful login, you will see all your bank accounts listed. Select the accounts that you would like to connect and then click Save and then Submit.
8. After completing the bank account authentication, you will see the list of accounts. Select the accounts you would like to fetch statements or transactions and click the appropriate button from the ⋮ dropdown menu.
9. If your bank statement fetching is successful, you should now see the statement in your “Fetched Statements” folder. (Note: “Fetched Statements” folder is by default only accessible by owner of the company in LedgerDocs. To give access to other members, click here for a text guide. )
Happy Fetching :)
