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

How to create your CashDeck account via Mercury

Simple and easy to follow steps to create your own CashDeck account via Mercury.
Dale Stephens avatar
Written by Dale Stephens
Updated over a week ago

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

Talking to your clients about entering their bank login 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

Archiving, Searching and Deleting a Statement Request

You can archive old requests to remove them from view, you can also delete Pending and Completed requests but some rules apply, see below.
Dale Stephens avatar
Written by Dale Stephens
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.
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Written by Danielle Forrest
Updated over a week ago

Choosing which accounts to analyse

Easily remove entire accounts from your living expenses report i.e. remove a duplicated account or business account that is not required.
Dale Stephens avatar
Written by Dale Stephens
Updated over a week ago

Link multiple applicants in one Expense Analysis & remove duplicate accounts (if any).

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

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 download and print copies of your invoices.
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Written by Danielle Forrest
Updated over a week ago

Which banks are supported?

Find out which banks we can securely retrieve your client data from.
Danielle Forrest avatar
Written by Danielle Forrest
Updated over a week ago

Credit Ready Reminder Emails

When you create a request reminder emails will be sent automatically if it is not completed within certain timeframes. Details below.
Dale Stephens avatar
Written by Dale Stephens
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 status Confirmed.Downloading means and other statuses.
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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
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Written by Danielle Forrest
Updated over a week ago