OzDebt Documentation

documentation version 1.0


Introduction

  • Item Name : OzDebt Documentation
  • Item Version : v 1.0
  • Author : OzDebt

First of all, Thank you so much for using our service and for being my loyal customer. You are awesome!

This documentation is to help you regarding each step of using OzDebt. Please go through the documentation carefully to understand how this service works.

Getting started #back to top

Signup via the signup link and then confirm your email address when you get send the lin.

To prevent others from using your email address, we send you a link to click. This will ensure that someone else cannot create an account with your email and is a necessary security check.

Singup

  • Step 1 - Enter a valid email address.
  • Step 2 - Enter a complex hard to guess password.
  • Step 3 - Click signup.

Confirm your email

  • Step 1 - Check your email (including updates).
  • Step 2 - Click the confirmation link.
  • Step 3 - Login with your email and password.

Create a Debt #back to top

Adding a debt is the first step in the reovery process..
To create a new debt you can click the new debt link.


Create Debt Video

This is the first step to recover the debt.


Synx with Xero #back to top

If you use Xero for invoicing, you can sync all aged debts directly...
To sync the debts you can click the xero link.


Sync Xero Video

This imports all overdue invoices that have gone 28 days past due. They are grouped by customer a new debt is created per customer.


Xero Details #back to top

Data Flow Diagram - #back to top

“What does this integration do?” Is a very common question from our customers and accountant partners. See the data flow diagram clearly communicates how data maps to Xero and which direction the data flows. As you can see we only pull the minumum necessary and don't write to the Xero file.


Support Desk #back to top

Please email us [email protected] with any questions. We are here to help.

Support includes:
  • * Responding to questions or problems regarding the service and its features
  • * Fixing bugs and reported issues
  • * Providing updates to ensure compatibility with new software versions
Before seeking support, please...
  • * Make sure you have read through the documentation and any related video guides before asking support on how to accomplish a task.
  • * Try disabling any active plugins to make sure there isn't a conflict with a plugin. And if there is this way you can let us know.
  • * Make sure to state the reference of the debt you are having issues with when requesting support.

Version History (Changelog) #back to top

Changelog


                                        -----------------------------------------------------------------------------------------
                                        Version 1.0 - April 7th, 2019
                                        -----------------------------------------------------------------------------------------

                                        - initial version