Inside your business app

CREDIT READY Make the most of your app with set up and customisation guides for your business

Danielle Forrest avatar Owen Joyce avatar Dale Stephens avatar
17 articles in this collection
Written by Danielle Forrest, Owen Joyce, and Dale Stephens

Using the Statements page to manage your statement retrievals

Quickly invite, view and sort your clients' statements in one spot, access their living expenses analysis and download to your desktop
Danielle Forrest avatar
Written by Danielle Forrest
Updated over a week ago

Your client's statement download is missing some statements

If 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.
Dale Stephens avatar
Written by Dale Stephens
Updated over a week ago

Customising your living expense analysis file

Choose which accounts to include, link multiple clients and work with your living expense analysis Excel file to improve reporting accuracy.
Danielle Forrest avatar
Written by Danielle Forrest
Updated over a week ago

Re-enable your clients' statement request so that your client can add more banks.

If your client has forgotten to add all their banks, you can re-enable the link. They can then add more banks to the original request.
Danielle Forrest avatar
Written by Danielle Forrest
Updated this week

How to talk to your clients about entering their bank log in details

Help your clients understand how Credit Ready's speed, convenience and bank-level security can streamline their application.
Danielle Forrest avatar
Written by Danielle Forrest
Updated over a week ago

Inviting your clients to send their statements

Send your clients an sms or email with a quick log in process built in
Danielle Forrest avatar
Written by Danielle Forrest
Updated over a week ago

Retrieving an archived income verification

If you've accidentally archived an income verification, to need to have another look at it, it's easy to unarchive it
Danielle Forrest avatar
Written by Danielle Forrest
Updated over a week ago

Your security

We use bank level security every step of the way
Danielle Forrest avatar
Written by Danielle Forrest
Updated over a week ago

Credit Ready and your bank

Questions are often raised about the use of data-scraping tools like Credit Ready. Here we aim to clear up some of the confusion.
Danielle Forrest avatar
Written by Danielle Forrest
Updated over a week ago

Choosing which accounts to analyse

You may wish to choose which accounts are included in a Living Expense analysis. For example, you may like to exclude a joint account.
Owen Joyce avatar
Written by Owen Joyce
Updated yesterday

Link multiple applicants in one Expense Analysis

Learn how to generate a single Expense Analysis spreadsheet that includes data for multiple applicants
Owen Joyce avatar
Written by Owen Joyce
Updated this week

My client's statements haven't downloaded

What to do if your status says "Confirmed. Downloading... " but the statements don't appear.
Danielle Forrest avatar
Written by Danielle Forrest
Updated over a week ago

CashDeck Invoices

Where to find and print your CashDeck invoices
Danielle Forrest avatar
Written by Danielle Forrest
Updated over a week ago

Which banks are supported?

Find out which banks we can download data for and what type of results you will see.
Danielle Forrest avatar
Written by Danielle Forrest
Updated over a week ago

Some of my clients' transactions aren’t categorised correctly

If a clients' Categories don't appear to match their transactions or are missing, we've made it easy for you to change them.
Danielle Forrest avatar
Written by Danielle Forrest
Updated over a week ago

Understanding status notifications

Find out what the 'Confirmed. Downloading...' and other messages mean—and what to do if your client's statements don't download.
Danielle Forrest avatar
Written by Danielle Forrest
Updated over a week ago

Emailing your clients

A run through your in-app default emails and how to change them
Danielle Forrest avatar
Written by Danielle Forrest
Updated over a week ago