Credit Ready by CashDeck
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.
Link Requests and Remove Duplicated Accounts/TransactionsHow to link requests and remove duplicate accounts and transactions from your living expense analysis. Tags. Duplicated.
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 Request
Email Delivery ErrorsEmail delivery errors, notifications sent to you and what the error means.
How to Edit Your v2 Expense Analysis in Excel
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.