Inside your business app
CREDIT READY Make the most of your app with set up and customisation guides for your business
By Danielle and 1 other2 authors15 articles
- 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 bank statements are missing from your client’s request, don’t worry—there are several common reasons, and most are easily resolved.
- 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
- 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. This guide explains what data-scraping is, why it can be confusing, and what you should know when…
- Choosing which accounts to analyseYou can remove entire accounts from a client’s Living Expenses report with a simple toggle.
- Link Multiple Applicants in One Expense Analysis & Remove Duplicates (if any)Merge multiple requests into a single living expenses report.
- CashDeck InvoicesView and download copies of your invoices and add a payment method.
- Which banks are supported?CashDeck supports data retrieval from a wide range of Australian financial institutions. How can you tell which institutions are included?
- Credit Ready Reminder EmailsReminder emails help prompt your clients to complete their statement request. Reminders can be toggled on or off from 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