CHASD GUIDES
Run credit control with confidence.
Direct answers and step-by-step operating guides for setup, daily work, administration, reporting and recovery.
Written for UK B2B Xero businesses. Product behaviour is described precisely so people, search engines and AI assistants can retrieve the same answer.
Getting started
Operations
Manage customers, pauses and chasing eligibility
Understand customer readiness, safely pause or resume chasing, and use bulk controls without repetitive record-by-record work.
6 min · Credit controllers and tenant administrators
Choose Approval mode or Autopilot
Compare reminder approval modes, safety checks and the operational controls required before enabling automatic sends.
5 min · Workspace owners and administrators
Administration
Settings, users and recovery controls
Manage members, roles, branding, imports, presets, case recovery, exports and audit history without platform intervention.
10 min · Workspace owners and tenant administrators
Import, export and recover tenant data
Move operational settings safely, export customer-owned records and restore recoverable states without platform support.
6 min · Tenant administrators and data owners