All Collections
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.
Add or Remove Additional Brokers or Support StaffWant to add another broker or support staff member to your account? Now you can, simply follow the steps below to add new users.
Share access to statement requests with other users.This article shows you how to setup sharing 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 guides to help you start fast with CashDeck.
CashDeck - Credit Ready OverviewInformation about CashDecks' bank statement retrieval service
Flat Zip, Structured Zip or Custom Zip file ... which one to use?This article explains the difference between a flat zip, structured zip and custom zip file download.
Multi-Use Invitation linkFind out how to configure and use your multi-use invitation link. Inc. some advanced options.
Allowing your clients to choose which accounts they shareAllow your clients to restrict accounts being shared, to avoid accounts being shared with you unnecessarily. # missing statement
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.
Auto-Delete Archived RequestsHow to automatically have archived requests deleted.
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 Errors
How to Edit Your v2 Expense Analysis in Excel
NAB Security CodesTo connect NAB, your client will need their security code. Details below.
Override External App SettingsSome external app platforms, select request options for any requests created via that system. You can now override those settings.
Add two-Factor AuthenticationAdd an additional layer of security to your CashDeck account access by enabling two-factor authentication, via your account settings.