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Support Center / Ledger Feed / Overview
Use Ledger Feed when you can’t connect a bank account to Truewind. Truewind pulls deposits and expenses from your GL into Ledger Feed, where you can review AI-suggested payee, category, and dimension details before syncing approved changes back to the GL.
Step 1
Start from the main navigation so you can access the GL-backed transaction review tools.
Step 2
Choose Ledger Feed from Bookkeeping and use All Transactions when you need the unfiltered list of GL deposits and expenses.
Step 3
Apply status and account filters when you need to narrow the review queue before taking action.
Step 4
Start from For Review when you want Truewind's suggested review queue instead of the full transaction list.
Step 5
Select a transaction and run categorization so Truewind can suggest accounting details for review.
Step 6
After categorization finishes, check the status so you know the row is ready for accounting review.
Step 7
Use the row menu when you need to inspect the AI explanation behind the suggested categorization.
Step 8
Open the detail view to review transaction context before accepting or changing the suggested accounting fields.
Step 9
Check the description and supporting detail so the final categorization has enough context.
Step 10
Choose reviewed transactions only after the payee, account, category, and dimensions look ready for the ledger.
Step 11
Start the sync when selected rows are ready to send back to the connected ERP.
Step 12
Wait for the success message before navigating away or checking the synced transaction list.
Step 13
Use Synced to review transactions that have already been sent back to the ERP.
Step 14
Confirm the synced status on the row so the team can tell which transactions are complete.
Step 15
Click the accounting field when the AI suggestion needs a manual correction before sync.
Step 16
Search for and select the correct ledger account from the available options.
Step 17
A modified status means a user changed at least one accounting field on the Ledger Feed row.
Step 18
If the needed payee does not exist yet, start a new payee from the payee selector before syncing.
Step 19
Add the new vendor so it can be created in the ERP when the transaction is synced.
Step 20
Build the view from the status and account filters you want to reuse.
Step 21
Save the filtered setup as a new tab when the same review queue will be used again.
Step 22
Confirm the saved tab appears with the expected filters before using it for recurring review.
Step 23
Use View when you need to adjust which table columns appear in the saved or current tab.
Step 24
Select the fields that matter for the review, such as department or other available dimensions.
Use Ledger Feed when you can’t connect a bank account to Truewind. Truewind pulls deposits and expenses from your GL into Ledger Feed, where you can review AI-suggested payee, category, and dimension details before syncing approved changes back to the GL.
Before syncing, check the selected tab, filters, row status, payee, account, category, and available dimensions. Treat the synced state as the handoff point back to the ledger.
Use Ledger Feed when transactions need to come from the general ledger instead of a connected bank feed. Truewind can pull deposits and expenses from the GL so the team can review categorization before syncing updates back.
Review the AI-suggested payee, account, category, and available dimensions. If a value needs correction, update it before syncing the transaction back to the ERP.
Yes. Filter the table, save the view as a tab, and customize visible columns so repeat reviews start from the right transaction set.
Ledger Feed currently supports QuickBooks Online. Other ERP connections are not supported for this workflow.
The feed currently pulls only deposit and expense transaction types from QuickBooks Online.
If the GL import or ERP sync is incomplete, Ledger Feed may not show the latest deposits, expenses, accounts, vendors, or dimensions.
Syncing sends reviewed changes back to the ledger, so confirm the payee, account, category, and dimension details before starting the sync.
Check the selected tab, status filter, account filter, and latest GL sync before assuming the transaction is unavailable.
Confirm the transaction shows a modified or reviewed state in Ledger Feed, then sync it to the ERP and check the synced tab after completion.
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