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 »
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 …
In Know-it, you have the option to purchase single credit reports as you need them. To do so, head to our in-app Marketplace. Once you’ve used your credit report, we will monitor it for you for the next 12 months, and alert you if there are any changes. What can you see on a credit …
The Outbox allows you to see in-app which reminders are scheduled to be sent, have been sent or failed to send (and why). You can find the Outbox in Chase-it > Outbox Here is a quick video to show you how the Outbox works, and how you can spot data issues within your ledger. If …
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