Legal Office can synchronize directly with your bank institution to get all bank statements imported automatically into your database.
To check if your bank is compatible with Legal Office, go to Legal Office Accounting Features, and click on See list of supported institutions.
More than 20,000 institutions around the world are supported.
To connect to the banks, Legal Office uses multiple web-services:
Plaid: United States of America and Canada
Salt Edge: Europe (more information)
Ponto: Europe (more information)
To be able to use this service, you need to have a valid Legal Office Enterprise subscription. So make sure that your database is registered with your Legal Office Enterprise contract. We also use a proxy between your database and the third party provider so, in case of a connection error, please check that you don’t have a firewall or a proxy blocking the following address:
You can start synchronization either by going to Accounting ‣ Configuration ‣ Add a Bank Account or via the configuration bar on the accounting dashboard.
Now you can search for your bank institution. Select it and follow the steps to synchronize with it.
If you have any issues during your first synchronization, please verify that your web browser doesn’t block pop-ups and that your adblocker is disabled.
During your first synchronization, you will be asked for a phone number to secure your account. The reason we ask for such information is that we don’t want your data falling into the wrong hands. Therefore, if we detect suspicious activity on your account, we block all requests coming from your account, and you need to reactivate it using that phone number. The third-party provider may request more information in order to connect with your bank institution. This information is not stored on Legal Office servers.
By default, transactions fetched from an online source are grouped inside the same statement, and one bank statement is created per month. You can change the bank statement creation periodicity in your journal settings.
You can find all your synchronizations by going to Accounting ‣ Configuration ‣ Online Synchronization.
After your first synchronization, the created journals are synchronized by default every 12 hours. If you wish, you can synchronize manually by clicking on the Synchronize Now button on the dashboard.
Or you can go to Accounting ‣ Configuration ‣ Online Synchronization, select your institution and then click on the Fetch Transactions button.
Some institutions do not allow transactions to be fetched automatically. For such institutions, during the automatic synchronization of the account, you receive an error message asking you to disable the automatic synchronization. This message can be found in the chatter of your online synchronizations. In this case, make sure to perform manual synchronizations.
To report a connection error to the Legal Office support, go to Accounting ‣ Configuration ‣ Online Synchronization, select the connection that failed, and copy the error description and the reference.
If your connection with the proxy is disconnected, you can reconnect with the proxy using the Reconnect button.
This disconnection can be caused by the Legal Office support. In this case, please contact the support directly with your client id or the reference of the error listed in the chatter.
If you are on-premise, please first make sure that your source is up-to-date with the latest version of Legal Office.
Users who have created a database before December 2020 need to install the new module manually to use the new functionalities.
To do so, go to Apps ‣ Update Apps List, remove the default filter in the search bar and type: account_online_synchronization. You can then click on the Install button to install the new module.
Finally, make sure all your users refresh their Legal Office page by pressing CTRL+F5.
All previous synchronizations are disconnected during the installation and won’t work anymore. You can find them directly in the synchronization menu (Accounting ‣ Configuration ‣ Online Synchronization). It is not possible to resynchronize these connections; you have to make new ones.
Please do not uninstall account_online_sync which is the previous module for online synchronization. The new one overrides it.
By default account_online_synchronization is installed automatically with Accounting.
The process is not intended to work in real-time as third party providers synchronize your accounts at different intervals. To force the synchronization and fetch the statements, go to your Accounting dashboard, and click on the Synchronize Now button. You can also synchronize and fetch transactions through Accounting ‣ Configuration ‣ Online Synchronization. Some providers only allow one refresh per day, so it is possible that clicking on Synchronize Now does not get your latest transactions if you already performed such action earlier in the day.
A transaction can be visible on your bank account, but not be fetched if it has the status Pending. Only transactions with the Posted status will be retrieved. If it is not Posted yet, you will have to wait until the status changes.
Community Version: No, this feature is not included in the Community Version.
Online Version: Yes, even if you benefit from the One App Free contract.
Enterprise Version: Yes, if you have a valid enterprise contract linked to your database.
This means that banking institutions are not yet fully supported by our Third Party Provider. Bugs or other problems may arise. Legal Office does not support technical problems that occur with banks in the Beta phase, but the user may still choose to connect. Connecting with these banks contributes to the development process since the Provider will have real data and feedback from the connection.
Some banks have additional security measures and require extra steps, such as an SMS/email authentication code or another type of MFA. Because of this, the integrator cannot pull transactions until the security code is provided.
For some institutions, transactions can only be fetched up to 3 months in the past.
During your first synchronization, you selected the bank accounts you decided to synchronize with Legal Office. If you didn’t synchronize any of your accounts, you can go to Accounting ‣ Configuration ‣ Online Synchronization to click on the Fetch Accounts button on the connection.
There may also be no new transactions.
If your bank account is properly linked to a journal and posted transactions are not visible in your database, please submit a support ticket.
You can update your credentials by going to Accounting ‣ Configuration ‣ Online Synchronization, open the connection you want to update your credentials and click on the Update Credentials button.