Credit Ready by CashDeck
By Dale1 author27 articles
- Re-Branding Your CashDeck AccountIf you are re-branding and changing your website and email address etc. you will want to update your client facing details within CashDeck.
- Macquarie Authenticator AppMacquarie Bank connections require authentication via the Macquarie Bank Authenticator App.
- Missing Available and Current Balance Information in your Expenses ReportWhy balance information is missing, and how to find it.
- Managing Email TemplatesEmail templates in CashDeck are editable, they are written in HTML so you'll need a few pointers before you get started.
- User Management - Add or Remove Users from your CashDeck Account.How to add a new broker or support staff team member to your existing account.
- Share access to statement requests with other users.If you're part of a team using CashDeck, you can share your statement requests with other users in your Partner account.
- Re-Enable a Statement RequestHow to re-enable your request so your client can add additional banks/accounts. Tags. Add missing banks.
- Send a Statement RequestHow to send your client a statement request using the standard CashDeck invite option.
- Quick Start GuideA place where you can find a quick set of reference guides to help you get started without delay.
- CashDeck - Credit Ready OverviewInformation about CashDecks' bank statement retrieval service
- Flat Zip, Structured Zip, or Custom Zip — Which One Should You Use?You can choose from three zip file formats depending on how you'd like the files to be organised: Flat, Structured, or Custom.
- Multi-Use Invitation linkHow to configure your multi-use invitation link.
- Allowing your clients to choose which accounts they shareYou can give your clients the option to control which bank accounts they share with you.
- Living Expense Analysis Overview (Microsoft Excel)A quick overview of our living expense analysis (Microsoft Excel). Tags. Expense report.
- CashDeck Base Expense Categories
- Download the First Page of any Bank StatementsThe first pages of statements included in your clients request can be easily downloaded.
- Living Expenses Reports v2Living expenses analysis update, client report, expense summary.
- How to Delete a Bank Statement RequestHow to manage the deletion of requests in CashDeck.
- Setting Your Default Report Type
- Custom Category Mapping
- How to Enable Macro's for Excel in WindowsAdd CashDeck as a Trusted Site, or unblock in your file security settings.
- Duplicate a Client RequestNeed to send a new request to a client who has previously completed one? You can quickly duplicate a completed request to save time.
- Email Delivery ErrorsEmail delivery errors, notifications sent to you and what the error means.
- How to Make Changes to your clients Expense Analysis (v2)This guide provides clear instructions on how to adjust your client’s living expenses analysis in the v2 Excel report.
- NAB Security CodesTo connect NAB accounts via a bank statement request, your client will need to enter a security code. Here’s how the process works.
- Override External App SettingsExternal platforms select request options for any requests created via that platform. You can override those request settings.
- How to Enable two-Factor AuthenticationAdd an additional layer of security to your CashDeck account access by enabling two-factor authentication via your account settings.