Know-it is designed to be flexible and work around you and your business. You can use Check-it, Chase-it, Collect-it, Credit Insure-it and Invoice Finance-it independently, but we recommend making the most of these features together. This is because each part of Know-it represents each step in a robust credit control process, so using all components …
To get the most out of Know-it, we recommend the first thing you do is connect your ledger. You can also import a CSV of your customer and start gaining some insight into your customers’ credit ratings. ⚠ Important to know before starting the import: we recommend using Chrome or Edge to do this import. To import …
To get the most out of Know-it, we recommend the first thing you do is connect your ledger! We currently connect with the below accountancy packages: Not using one of those accounting tools? Let us know! Connecting your ledger Below is an example of how to connect your Xero ledger – same process for QuickBooks, …
When adding a new user, you can choose either User or Admin. Users’ accesses can be managed and modified over time.To do so all you need to do is go to My Subscription > Users > Click on the ‘…’ next to the user’s name > Edit user
Chase-it seamlessly connects with your accountancy package so you can see which invoices are overdue and need to be chased. 1. Set up your Chase-it schedule Set up a reminder before the due date of the invoice: Set up a chase for overdue invoices. To get started, Know-it suggests 3 different chases. You can edit the …
Darcey Quigley & Co are the official commercial debt recovery partner of Know-it so any cases actioned through the platform will be handled by them. Note: As a Darcey Quigley & Co client, you will be able to see all of your current and historical debt recovery cases with Darcey Quigley & Co inside the Know-it …
Requesting a quote for debt recovery via Collect-it Read More »
Darcey Quigley & Co are UK & International commercial debt recovery specialists. Successfully recovering hundreds of millions of pounds in overdue invoices for over 16 years, Darcey Quigley & Co based in Glasgow, work with a wide range of businesses from start-ups to multinationals across every industry. They are commercially focused, helping businesses recover overdue …
Creditsafe, the global business intelligence experts, specialise in business credit checking and all round B2B solutions. With credit information on over 365 million businesses across the globe, Creditsafe delivers the most accurate and up-to-date information available in an easy-to-use format for businesses of all sizes. All major credit insurers also endorse Creditsafe, meaning its credit …
Connect your Microsoft 365 mailbox Go to Chase-it > Settings By default, Know-it is configured to use the ‘[email protected]’ email and to change to use Microsoft 365 email account, select the “Connect” button which will prompt for the email address you wish to use (this can be an individual or a dedicated credit control/accounts email): …
How to manage your connection to your Microsoft 365 mailbox Read More »
When you get started on the platform, Know-it will provide you with ready-to-go templates for your chasers, but you can create your own or edit them. 1. How to create a new template You’ll then be able to give a name to your template and choose a Default Template to use as a model. 💡 What is a …
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