Inside your business app
CREDIT READY Make the most of your app with set up and customisation guides for your business
How to create your CashDeck account via MercurySimple and easy to follow steps to create your own CashDeck account via Mercury.
Using the Statements page to manage your statement retrievalsQuickly invite, view and sort your clients' statements in one spot, access their living expenses analysis and download to your desktop
Your client's statement download is missing some statementsIf there are accounts missing from your client's Credit Ready statement downloads there are a few things it could be—and it's easily fixed.
Customising your living expense analysis fileChoose which accounts to include, link multiple clients and work with your living expense analysis Excel file to improve reporting accuracy.
Talking to your clients about entering their bank login detailsHelp your clients understand how Credit Ready's speed, convenience and bank-level security can streamline their application.
Inviting your clients to send their statementsSend your clients an sms or email with a quick log in process built in
Deleting a Statement RequestYou can archive old requests to remove them from view, you can also delete Pending and Completed requests but some rules apply, see below.
Your securityWe use bank level security every step of the way
Credit Ready and your bankQuestions are often raised about the use of data-scraping tools like Credit Ready. Here we aim to clear up some of the confusion.
Choosing which accounts to analyseRemove entire accounts from your living expenses report.
Link multiple applicants in one Expense Analysis & remove duplicate accounts (if any).Merge multiple requests into a single living expenses report.
My client's statements haven't downloadedWhat to do if your status says "Confirmed. Downloading... " but the statements don't appear.
CashDeck InvoicesView and download copies of your invoices and add a payment method.
Which banks are supported?Find out which banks we can securely retrieve your client data from.
Credit Ready Reminder EmailsReminder emails help prompt your client to complete the process. These can be toggled on/off via your account settings.
Some of my clients' transactions aren’t categorised correctlyIf a clients' Categories don't appear to match their transactions or are missing, we've made it easy for you to change them.
Status NotificationsFind out what each status means throughout the statement request process.
Emailing your clientsA run through your in-app default emails and how to change them