Nothing simpler!


Just follow these steps:


1: Create a bankstatements.com.au account.

Contact hello@bankstatements.com.au to setup your account and obtain your 4 digits personal code.


2: Configure your company in ezidox. If you have already done it, you can skip this step.

Go to Settings -> Company Details and create a new company


3: Activate bankstatements.com.au integration

Go to Settings -> Integrations, and activate Bankstatements. Enter your referral code and save.


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4: Create a bank statements document


Go to Settings -> Custom Document
Click on "Create New"; enter name, category and description (optional)
In the "Integration" dropdown, select Bank Statements and save.

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5: Once created, you can then add it to your custom template

6: Now create your Document Request, and don't forget to include your Bank Statements document!

Your customer will click on the document and will be able to upload his bank statements directly to ezidox.