Under the Integration Options heading, you will also see a setting called Sync Mode. This setting controls how Ledgible posts your account data to your General Ledger software during the daily update.
The default sync mode for General Ledger software integrations in Ledgible Crypto Accounting is Summary mode, which posts your account data via daily Journal entries to your General Ledger software. Summary mode posts a rollup of your data on a daily basis. One summary per mapped account is posted to your General Ledger software each day that there are associated transactions in your Ledgible account. This mode provides a high level view of your cryptocurrency transactions in your General Ledger software.
Alternatively, you can opt to use Transaction mode, which posts your Ledgible data to your General Ledger software on a per-transaction basis (also updated once daily). Transaction mode will post each transaction and all of its associated data from your Ledgible account to your General Ledger software. This option includes more transaction detail than Summary mode and adds the flexibility to sort based on each transaction's attributes (such as contacts, type, etc) in your General Ledger software.
You can change your Sync mode to Transaction mode through the following steps:
- Navigate to the Integrations tab.
- Select your integration, and on the main page, under Integration Options, click Sync Mode to open the dropdown.
- Tick the circle next to your desired Transaction mode. If this is your first time changing this setting, the default is Summary mode. Once you have selected your sync mode, click save, and you will have successfully set the sync mode.