As your client progresses through their statement submission, the status of their request will update in real time—giving you visibility into how far along they are and whether any action is required.
🟡 Status 1: New
This appears immediately when a request is first created.
The invitation has not been sent yet.
This status typically lasts only a second or two.
✉️ Status 2: Invitation Sent
Your request has been sent via email and/or SMS.
Your client has not yet clicked their link to begin the process.
▶️ Status 3: Started
Your client has clicked the link but hasn’t connected any banks yet.
They may have exited the flow early.
Clients can resume the process anytime by clicking the link again.
🔍 Status 4: Client Adding Accounts…
Your client has reached the step where they can search for and add banks.
This status does not mean they’ve connected any banks yet.
You may see no banks, some with errors, or successful connections.
Example:
No banks connected yet:
Example:
Bank connection error:
If you see this, feel free to contact us via online chat for help.
Example:
Multiple successful connections:
Once all relevant accounts are added, your client must click Submit Accounts to finalise their request.
⏳ Status 5: Confirmed. Downloading…
CashDeck is actively retrieving your client’s data.
This step may take up to 30 minutes.
Refresh your browser to check for a status update.
✅ Status 6: Downloaded
Success! The process is complete.
You can now access your client’s files and download the Living Expenses report.
Reports become available only at this stage.
The Overall Process
