Tired of chasing down bank statements every month? We hear you! That’s why we’ve made big improvements to the Automatic Bank Statement Fetching experience in LedgerDocs—giving you more control, better organization, and a smoother workflow. Here’s a look at what’s new with this popular feature:
A More Intuitive Connect View
Now, selecting your country before connecting your bank account makes the process smoother and more intuitive. Plus, we’ve added a helpful video right there to guide you through how automatic bank fetching works.
A More Organized Connected Accounts View
Your bank account connections are now grouped by login with collapsible sections for better organization.
A redesigned toolbar lets you:
- Select your country to connect a new account or view existing ones.
- Manually refresh your connection list.
More Control Over Automatic Bank Statement Fetching
You can now fetch on-demand for the latest, last 2, 3, 6, or 12 statements. Sync transactions and manage connections—add, remove, or fix accounts—all in one place.
Your connected accounts are now displayed in a clear, organized table, making it easier than ever to manage your bank feeds connections. You can quickly see account names and numbers, connection status, and access up to 12 of the most recently fetched statements with a simple dropdown.
We’ve listened to our users and made finding statements within the fetched statements folder easier than ever! With statements from multiple accounts in one place, locating the right one used to be a challenge. Now, with our new statement dropdown, you can quickly filter and organize your statements—saving you time and keeping everything neatly organized.
Need to adjust your next scheduled fetch? Just click on the date to reschedule in seconds!
Easier-to-Understand Connection Status
We know how important reliable bank connections are, and we’ve listened to users who’ve struggled with disruptions on other platforms. While no tool is perfect, we’ve worked hard to make LedgerDocs more resilient and dependable, helping you stay connected with fewer interruptions.Our latest updates provide a smoother experience and greater control over your connections:
Clear, actionable connection status indicators:
- Connected/Success (Grey): Everything is running smoothly.
- Info/Warning (Light Blue): Notices like “Statement Not Supported” or “Bank Currently Unavailable.”
- Action Required/Error (Red): Issues that need attention, such as “Reconnect Account” or “Update Online Banking.”
We’re continuously improving these statuses to keep you informed. Click on any status for a detailed explanation and next steps.
A Better Way to View and Manage Transactions
Our updated transaction view makes it easier than ever to find and export the data you need:
- Search by date, description, debit, or credit.Filter transactions by date range for quick insights.
- Track totals with a fixed footer showing running debit and credit balances.
- Save as a secure PDF in the fetched statements folder.
- Export bank statements to CSV or QBO for seamless accounting integration.
Try LedgerDocs Automatic Bank Statement Fetching Out Today!
These updates make our, already loved, automatic bank fetching feature more reliable and user-friendly than ever. Book a demo, start a free trial, or log in to LedgerDocs today to experience the improved workflow for yourself!
We’re always working to make your experience better—we are excited to know what you think!
