Cashdeck: Integrating bank-statement download service into DocCentre
complete
S
Sarah
Is Connective talking to any companies like CashDeck about incorporating their bank-statement download service into DocCentre?
(because)
1) At the moment I have to send clients multiple emails at the start of an opportunity - one with a questionnaire link, one with a Fileinvite link, and one with a Cashdeck link. So the client is seeing three different systems. Ultimately all this should be conveniently offered in one system. It's confusing for the client to be asked to upload documents to two separate systems.
2) Cashdeck so far is the best expense summary system we've found, mainly because it's easy to move the various auto-categories into the required Applyonline categories.
S
Sarah
complete
S
Sarah
Merged in a post:
bankstatements.com.au available in the DocCentre
S
Sarah
It would also be great to link in the bankstatements.com.au request somehow instead of a statement supply, so give an either or for particular statements
S
Sarah
in progress
Pleased to announce that an integration with Cashdeck is in the works - keep an eye out early September for more news!
Andy Fleming
under review