Skip to main content
All CollectionsGetting Started
Setting up for Credit Control and Risk Insights
Setting up for Credit Control and Risk Insights

How to get started on the platform so you can start using credit control and risk insights with Satago's all in one cashflow covered tool

Emily Miles avatar
Written by Emily Miles
Updated over a week ago

It takes minutes to get started in 3 simple steps!

1. Connect ASP

2. Enable reminders

3. View/download reports

In addition to the above we can customise your credit control settings, templates and reminders. If you are not currently on the Plus subscription get in touch so we can tell you more!

Connect ASP

First step is to connect your accounting software.

Types of Software and Connection

There are two main types of accounting software; ‘cloud’ and ‘desktop’:

Cloud software is available ‘on-demand’ and can be accessed from any location via the internet which makes the external connection process straightforward

Desktop software is available ‘locally’ as it runs on an actual computer/device which means it can be accessed without an internet connection

Connector software is required for connecting to all types of desktop accounts packages. We have our own connector for clients using Sage 50, and we use a different connector to connect to other desktop packages.

For Sage50

In order to connect your Satago app to Sage 50 you need to follow these steps:

For other desktop apps:

In order to connect your Satago app to other desktop software such as Sage 200, Sage X3, Access Dimensions, etc., you need to:

  1. Find out what accounts software you have and whether it’s “on-premise” (that means downloaded onto your computer)

  2. You can go to the ‘About’ page in your accounting software and grab a screenshot for version info

  3. Get in touch with us via livechat or for next steps so we can arrange your connection

Credit Control

There are many articles in our Help Center on how to further customise your email settings. Get in touch if you need support or need to upgrade your subscription to unlock these features.

Risk Insights

Did this answer your question?