User Guide · Work with clients
Let clients upload statements
Give a client a secure link to send you bank statements directly.
- 1Open Client Upload Links. You can also press Ctrl + K and choose Create client upload link.
- 2Click New Upload Link and choose the Client.
- 3Set Expires after (7, 14, 30, 90 or 365 days) and Maximum uploads (10 by default; leave it empty for no limit).
- 4Click Create Link, then Copy it straight away. For safety, the link cannot be shown again later.
- 5Send it to your client on WhatsApp or email.
- Your client opens the link without logging in and uploads one file at a time: PDF, Excel or CSV, up to 4 MB.
- Each file is processed straight away as a bank statement for that client, and you get a notification. It uses your voucher credits like any upload.
- Each link accepts up to 5 uploads an hour. Files are kept for 90 days.
- Click Revoke to switch a link off at any time. Files already received are kept.
Anyone who has the link can upload statements for that client and spend your credits. Share it only with the client, and revoke it once you have what you need.