If a tax preparer or a client makes changes to a client's data sources, a tax update refresh will need to be performed. This process tells the Ledgible app to run new calculations on the data so reports and dashboards are accurate.
- An account refresh is useful after adding new wallets, exchanges, or checking for new transactions on a linked wallet or exchange. This is a complete refresh of all data linked to your LEdgible account and can be a longer event depending on the quantity of data in your Ledgible account.
- A crypto source refresh is a quicker refresh that serves to look for new transactions within a particular linked wallet or exchange.
To run an account refresh on a client account:
- Open the client account.
- Locate the circular arrow near the top right of the page, click it, and click Confirm.
To run a crypto source refresh on a client account:
- Open the client account.
- Navigate to the Crypto Sources tab in Ledgible, select the wallet in question, and on the wallet page, you will have an option to refresh the wallet on the top right.