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Customer Data Sharing


For the customer to share data with you they need to open an account on the platform associated with your lender account. This is a process followed by the customer.

Accepting an invitation

The customer should be sent an email to go to your Join page and create an account.

They fill in their business email address and choose a password to access the account. They will also need to choose an account subdomain to access the platform, this is a unique URL and it is recommended that they bookmark it (it will also be sent in their account confirmation email). They will need to accept the platform terms and conditions before being granted access. After clicking `Create Account` they will be shown a confirmation page which summarizes the information entered and provides a link to login to the platform after they confirm their email address.

Sharing information

When the customer signs in to the platform they will be shown your welcome page content and see their workflow in the side navigation

The main areas are:

  1. Main navigation - options include from left to right: `Dashboard`, `Company`, `Connections`, `Sharing` and `Profile`

  2. Side navigation - changes depending on which main navigation option is selected

  3. Page content - changes to show forms, dashboards and other information depending on the main and side navigation option selected

To share information via cloud connection

Choose `Connections` from the main navigation, a list of applications will be shown. Try searching for “accounting” or the name of the accounting software you use, click the “Connect” button beside the app you use and follow the prompts to login and allow sharing data. Note: when authorizing data sharing you will see the name of the data processor `Boss Insights`, this is normal.

You may also have this step configured as part of your workflow

Understanding your data

To ensure we understand the financial data provided (either via Cloud or Files) we ask the customer to create a  mapping of their chart of accounts to yours. We define these mappings within `Financial Periods`, these represent lengths of time for which they consistently used a given accounting source (i.e. Accounting software like Quickbooks).

Choose `Company` from the main navigation and then from the side menu choose (1) `Financial Mapping`. If no financial period is shown choose (2) `New Financial Period` and proceed to fill in the form fields, begin by providing the period a (3) name and indicate the next financial year end date. Now select the `Accounting Source` - this will be the name of the accounting software if a cloud connection is used, also indicate the `Accounting Source Start Date` which is the date from which they started using this method of accounting. 

You may also have this step configured as part of your workflow

 Click (4) `Save` to create this financial period. With the period created we can now click (5) `modify chart of accounts` to map their accounts to yours. Note this is a one time process until you change your chart of accounts (CoA).

A list of their accounts is displayed along with an option to categorize each. Many of these may already be automatically matched, some may require to select an appropriate category. As an example if you have an account in your CoA for your bank chequing account you would categorize this as “Assets - Cash and Bank”. This categorization mapping saves automatically as you make selections.

Keeping current (optional)

Each month they will be required to provide current financial information. To help guide them, our platform will highlight the forms and fields that require input using numbered notifications as illustrated:

If they provided data via cloud connection then they should just need to provide an updated reconciliation date, while if they provide data via files then they will need to upload and import these as before.

When new information is required or if there is a problem connecting to the cloud apps we will also send a notification email. They should also login to the platform monthly in case our notification emails get filtered into SPAM. 

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