If you or your clients wish to fetch banks and credit card statements through our Bank Fetching feature you would have to request an individual invitation code from our Support team.
Note: Every Trial Account has 1 free fetch that can be used for the test purposes.
Once the invitation code has been submitted and validated you or your client should see the screen below which will allow choosing the banks that need to be fetched.
After completing the bank account authentication, you can go ahead and pull the first statement (if it is available) and set the date for the monthly automated fetch.
It’s important to mention that with LedgerDocs Bank Fetching feature you are able to fetch selectively only those accounts which you really need.
Also, you have the option ‘’Fetch Now’’ which is an on-demand fetch option that allows you to fetch a statement at any given time, (if the statement is available).
Once the fetching is complete, your file should be created under "Fetched Statements" folder under your company. (Note: "Fetched Statements" folder is by default only accessible by the owner of the company in LedgerDocs. To give access to other members, click here for a text guide or click here for a video guide.)
If your client is using a bank account that has 2- steps authentication requirement (TD Bank for instance), than in order to fetch the account and gain access to the On Demand fetch please ask your client to add your cell phone number to his TD text messages settings by going in to: Profile & Setting > Security Settings > Security Phone Numbers > Edit > Add Another Number, as shown below:
Happy Fetching :)