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Working with Living Expense Reports
Working with Living Expense Reports

Here you'll find a video of the webinar along with helpful links to help your understanding of the expense analysis process.

Dale Stephens avatar
Written by Dale Stephens
Updated over a week ago

Thanks for attending our recent training webinar. The recorded session below will help you review anything we covered during the live session.

Check out the latest tools available to help you make adjustments to your client's living expenses reports in the recording below.

We show you how to integrate the CashDeck bank statement retrieval and expense analysis service with Connective's Mercury CRM system, including:

  • Pricing

  • Creating your CashDeck account via Mercury

  • Creating a request

  • Client experience

  • Data sent to Mercury

  • Living expense reports

Additional resources.

Setting the default report for your account.

Find out how to switch your account from the original living expenses report, to the new version 2 report via this link.

Enable CashDeck macros for your Windows computer.

If you are a Windows computer user, you might need to add CashDeck to your Internet Options. This will allow you to download and open reports without additional security measures preventing our macro from running. Full details can be found in this link.

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