Yes, a custom percentage can be applied to a client in the client section, search for the applicable client, click the edit icon and amend as required.
Yes, under the client section you can search for the client and click on “Ignore” the client will then be excluded in the interest run.
Yes, in the client section you can edit your communication preferences. Search for the applicable client, click the edit icon and amend as required.
EasyInterest will only sync debtors that are overdue, so 30 days+. We do however reflect the total of current debtors on the dashboard. It is important to ensure that the totals outstanding on the homepage (as per the EasyInterest dashboard) ties up with your accounting software balance.
You can resync data between your accounting software and EasyInterest if you have recently made changes on your accounting software.
You need not create a new account, you can add a profile under Account>Company profiles.
You will need to reauthenticate your accounting software and select the company from the dropdown list.
Important to note that all profiles linked will be billed by using the billing information provided on initial setup.
Yes, the rate can be amended under Account>Profile Settings.
Under Account>Company profile, click on the profile you wish to amend, here you will have the option to update your accounting software authorisation.
We are currently integrated with Sage Business Cloud Accounting and Xero. You can request a custom integration by reaching out to support.
It is extremely important that all bank accounts are up to date and reconciled before performing an interest run. You can reverse interest on a single debtor as needed.
EasyInterest only calculates interest on customer accounts currently.
Yes, bulk reversals can be actioned under the History section on the side menu. This will display a list of all previous interest runs, together with a Reverse option.
Yes, individual interest reversals can be actioned under the History section on the side menu, you would need to open the specific interest run and select a debtor to reverse.
There can be various reasons for this, the most common reason is the fact that opening balances in your accounting software are not included on our dashboard. Please contact our support team so we can investigate on your behalf.