Get up-to-date with the latest features from CashDeck, which makes it even easier to edit your clients' transactions when analysing living expenses. Check out the video below for a full overview.
A full guide to the new July 2020 features can be found here.
Ready to start your free trial?
We have no contracts, no setup fees, and no minimum time periods. Your account is fully operational and you can follow the instructions below to set up your integration with Salestrekker.
Articles:
This simple article will guide you step by step on using CashDeck with Salestrekker.
A detailed guide to working with your clients' living expenses report. this article includes a video and helpful links on working with Excel files.
To find out about our plans head to the Pricing page.
Security Collateral for your Clients
We have developed a short 1-page article that contains 5 key points about the security of your clients' information. Note there is a PDF version for immediate sharing, or you can download a .docx version if you would like to adjust the fonts, layout, or add your logo.
Override Settings.
Requests created via Salestrekker default to 180 days, and allows your client to choose which accounts to share. You can override these default settings inside your CashDeck account.
Full details in this guide.