CloseNet FAQs

What should I do if I forget my password?

If you forget your password simply click the ‘Forgot password?’ link on the login page and follow the instructions. See How to reset a forgotten password.

Can we have multiple users for the same facility?
Yes, our system gives you control to set passwords and permissions and restrict access to specific screens/information if required. See How to set up a staff passcode

How do I submit April’s reconciliation?  
For April’s submission only, please use the blank form or excel sheet your Client Manager has emailed to you. You will find your closing Sales Ledger Figure as at 30th April 2021 on your Client Statement in Legacy CloseNet. From 1st June onwards, you will be able to produce a reconciliation form from your CloseNet client portal, which will pre-populate your closing Sales Ledger Figure.

How can I request a CHAPS or BACS payment? 
Requesting a payment is as simple as before, you are in control of how much you wish to take and the method of payment. The system will default to the maximum amount available and CHAPS. You can change this simply by using the drop down box. See How to request a payment

How can I access historic statements and cash reports not held on the new CloseNet system?
You will be able to access this information from our Legacy CloseNet which will be available for a period 6 months. The URL for this will be provided when we go live with the new system, and you will use the user name and password for the old system.

How do I upload my invoices and credit notes? 
The new CloseNet allows you to bulk upload your invoices using a CSV file. If you have previously uploaded your invoices manually and would like to do it by CSV file please speak to your client manager or client executive. See How to upload invoices manually and How to upload invoices via CVS file for further information.