ACSISS Connect Registration Portal: Customer User Guide

ACSISS Connect Registration Portal — Customer User Guide

Audience: External customers using the ACSISS Connect Registration Portal Portal URL: https://register.acsiss.com.au Last updated: July 2026

Table of Contents

1. Getting Started

2. Your Dashboard

3. Creating a Company

4. Choosing a Plan

5. Managing Your Company

6. Your Company Keys

7. Managing Your Plan and Billing

8. Your Account

Getting Started

Signing In

Navigate to https://register.acsiss.com.au and click Login.

Enter your email address and click Continue, then enter your password to sign in. You can also choose Send me a sign-in code instead to receive a one-time 6-digit code by email.

If you have forgotten your password, click Forgot password? and enter your email address to receive a reset link.

Creating an Account

If you do not yet have an account, click Create one on the sign-in screen and complete the following fields:

Click Create account. A 6-digit verification code will be sent to your email address — enter this code to confirm your account and proceed.

Your Dashboard

After signing in, you are taken to the Manage My Companies dashboard. This is your home screen, showing all companies you have registered.

Each company is displayed as a card. The appearance of the card depends on whether the company has an active plan.

Company Card — No Active Plan

When a company has been created but does not yet have an active plan:

Left — Company Information

• Billing email

• Address (collapsed by default — click > Show Address to expand)

• Customer ID displayed in the card header — click the copy icon to copy it to your clipboard

Right — Current Plan

• Displays a No Active Plan message with a prompt to get started

• Choose A Plan button

Actions

• Edit Company — edit your company details

• Choose A Plan — select and subscribe to a plan

Company Card — Active Plan

Once a plan is active, the card displays additional information and actions:

Left — Company Information

• Billing email

• Address (collapsed by default — click > Show Address to expand)

• Customer ID displayed in the card header — click the copy icon to copy it to your clipboard

Right — Current Plan

• Plan name and icon (e.g. Business Central: Starter Plan (CDR))

• ACTIVE status badge

Note: When you first subscribe, your service status will show as paused. This is normal — your service will automatically become active once your first bank feed goes live. No action is required.

• Payment method (masked bank account or card number)

• Direct Debit Mandate link — click to view your direct debit agreement (only shown when paying by direct debit)

Actions — bottom left

• Edit Company — edit your company details

• View Keys — view your API keys (labelled Generate Keys the first time)

Actions — bottom right

• Change Plan — switch to a different plan

• Change Payment — update your payment method

• Manage Billing — view invoices and manage billing

Creating a Company

If this is your first time logging in, or you wish to register a new company, you will be taken through a four-step company creation process. You can also access this form from within the ACSISS Connect application using the registration button.

The form shows a progress bar across the top — Company Info → Address → Contact → Partner & Terms — and each section must be completed before moving to the next.

Step 1: Company Information

Click Continue to Address → once all fields are valid.

Step 2: Address

Click Continue to Contact → once required fields are completed.

Step 3: Contact Information

Click Continue to Partner & Terms → once fields are completed.

Step 4: Partner & Terms

• Cancel — discards the form and returns to the dashboard without creating a company

• Create Company → — submits the form and creates your company

Choosing a Plan

After creating a company you will be prompted to select a subscription plan. You can also access plan selection at any time by clicking Choose A Plan on your company card.

Selecting a Plan Type

Plans are grouped into two types — click the tabs to toggle between them:

CDR Plans (shown by default) — All Australian banks and all account types

• Electronic consent approved instantly with up to 2 years of transaction history

• Annual consent renewal required via electronic authentication

Direct Feed Plans — 12 major banks, transaction and savings accounts only

• One-time paper consent form, typically processed within 10 business days

• No historical data provided

• Limited to supported banks (see link on the plan selection page)

Click Select Plan on your chosen plan to proceed.

Checkout

Before payment, a Checkout summary is displayed showing:

• Business Central: One Time Implementation Fee — AUD$399.00 (charged once on your first subscription)

• Your selected monthly plan

• Subtotal, GST (10%), and total due today

• Promo Code field — if you have a promotional code, enter it here and click Apply Code

⚠️ Note: A one-time implementation fee of AUD$399.00 + GST applies when subscribing for the first time, in addition to your monthly plan cost.

• Cancel — returns to plan selection without proceeding

• Checkout → — proceeds to payment

Selecting a Payment Method

Choose how you would like to pay:

Click Cancel to return to the checkout without selecting a payment method.

Paying by Credit Card

The Stripe-hosted payment page displays your order summary and a payment form. Available payment options:

• Apple Pay — if supported by your device and browser

• Credit or Debit Card — enter your card number, expiry date, CVC, cardholder name, and country

• Google Pay — if supported by your device and browser

Click Subscribe to complete your payment. By subscribing, you authorise SISS Data Services to charge your account according to the plan terms until you cancel.

Paying by Direct Debit

Complete the following fields:

Billing Details

Bank Account

A Direct Debit Agreement is displayed — read this carefully before proceeding. By confirming, you authorise Stripe Payments Australia Pty Ltd (on behalf of SISS Data Services) to debit your account via the Bulk Electronic Clearing System (BECS).

• Cancel — returns to payment method selection

• Confirm Payment → — submits the direct debit setup

Processing

After payment is submitted, a "Completing Company Registration" screen is displayed while your company is being finalised. This may take a few moments. Once complete you will be returned to your dashboard where your company card will show the active plan.

Managing Your Company

Editing Company Details

Click Edit Company on your company card to open the Company Details page.

A Jump to Section sidebar on the left allows quick navigation to any part of the form:

• Company Information

• Address

• Contact Information

• Partner & Terms

• ⚠️ Danger Zone

All sections are displayed on a single scrollable page with the same fields as the company creation form. Update any fields as needed.

The Partner & Terms section displays a read-only record of when you accepted the Terms and Conditions (e.g. Accepted on Thursday, 16 July 2026 12:31:15 AM). Click the Terms and Conditions link to review them at any time.

• Cancel — discards changes and returns to the dashboard

• Save Changes — saves all updates

Deleting a Company

⚠️ Warning: This action is permanent and cannot be undone.

To delete a company, scroll to the Danger Zone section in the Edit Company page (or click Danger Zone in the left sidebar) and click Permanently Delete Company.

A confirmation dialog will appear listing everything that will happen immediately upon deletion:

• A final invoice will be generated for all current usage charges

• All API credentials will be destroyed — any systems using them will immediately lose access

• All integrated accounts and data connections will be disconnected

• Account management permissions will be removed (if applicable)

• All company data and configuration will be permanently deleted

Impact: Any third-party systems currently using this company's credentials will immediately stop working and will not be able to retrieve data.

To confirm deletion you must complete both fields in the dialog:

• No I Don't Want to Do This — cancels and closes the dialog, returning you to the Edit Company page

• I Want to Do This — permanently deletes the company. This button only becomes active once both fields are completed.

Your Company Keys

Company keys are required to connect your ACSISS Connect subscription to Microsoft Business Central.

Generating Your Keys

The first time you need your keys, click Generate Keys on your company card. The button will briefly show a "Generating Keys..." loading state while your keys are created.

A Company Keys modal will open displaying three keys:

Use the copy icon next to each key to copy it to your clipboard, then enter it into the relevant field in Microsoft Business Central.

⚠️ Important: Keep your Client Secret secure — treat it like a password and do not share it with anyone.

After keys have been generated, the button label changes to View Keys. Click it at any time to view your existing keys. Click Close to dismiss the modal.

Refreshing a Key

If you believe a key has been compromised, you can regenerate it individually using the Refresh button next to the Subscription Primary Key or Client Secret.

🛑 Only refresh a key if you believe it has been exposed to an unauthorised party. Refreshing will immediately invalidate the existing key — any systems using it will lose access until the new key is entered into Business Central.

A confirmation dialog will appear before the key is regenerated — click Yes to proceed or No to cancel.

Note: If you are experiencing missing transaction or account data but no connection errors are being reported, contact SISS support rather than refreshing your keys.

Managing Your Plan and Billing

Changing Your Plan

Click Change Plan on your company card to open the plan selection page. Your current plan is highlighted and labelled Current Plan.

Toggle between CDR Plans and Direct Feed Plans tabs to view all available options. Click Change to this Plan on any plan to switch to it.

A confirmation dialog appears: "Are you sure you want to change plan?"

• Cancel — returns to plan selection without making changes

• Yes — confirms the plan change

A ✅ Success — Your subscription has been updated confirmation screen is shown. Click Ok to return to your dashboard, where your company card will immediately reflect the new plan.

Note: Plan changes take effect immediately. Any difference in cost will be reflected in your next invoice.

Changing Your Payment Method

Click Change Payment on your company card to update how you pay for your subscription.

Select your preferred payment method:

• Pay by Credit Card — redirects to the Stripe-hosted payment form. Enter your new card details and click Save.

• Pay by Direct Debit — opens the direct debit setup form. Enter your bank account details and confirm the Direct Debit Agreement.

• Cancel — returns to the dashboard without making changes

After saving, a brief loading screen is shown while your payment details are updated. You will then be returned to your dashboard where the company card will show the new payment method.

Manage Billing

Click Manage Billing on your company card to open the Stripe billing portal, where you can view and manage all aspects of your subscription billing.

Current Subscription

• Your active plan name and pricing model

• Current payment method with an edit icon to update it

• Cancel subscription button — see Cancelling Your Subscription below

Payment Methods

• Lists all saved payment methods (credit cards and direct debit accounts)

• Each method has a ... menu for additional options such as setting a default or removing a method

• + Add payment method — add a new card or bank account

Billing and Shipping Information

• Your billing email, address, and phone number as recorded in the portal

• Update information link — click to edit your billing contact details directly in Stripe

Invoice History

• Lists all past invoices showing date, amount, and payment status (e.g. Paid)

• A search icon is available to search your invoice history

• Click any invoice to view or download it

Cancelling Your Subscription

In the Manage Billing portal, click Cancel subscription (top right).

Step 1 — Reason for cancellation

Select a reason from the dropdown:

• It's too expensive

• I need more features

• I found an alternative

• I no longer need it

• Other reason

• Go back — returns to the billing portal without cancelling

• Continue to cancellation — proceeds to the final confirmation step

Step 2 — Confirm cancellation

Confirms the plan name and the date your service will end (at the end of your current billing period).

• Cancel subscription — confirms the cancellation

• Go back — returns without cancelling

Note: Your subscription is not cancelled immediately. You will continue to have full access until the end of your current billing period.

After cancelling, the billing portal updates to show a "Cancels [date]" tag on your subscription and the message "Your service will end on [date]". A Don't cancel subscription button is also shown — click this before the cancellation date if you change your mind and wish to keep your subscription.

Direct Debit Mandate

If you are paying by direct debit, a Direct Debit Mandate link appears on your company card. Click it to view your Direct Debit Request document, which includes:

The document also includes the full Direct Debit Request Service Agreement outlining your rights and obligations, including notice requirements for changes to drawing arrangements and how your personal information is handled.

Tip: Save or print this page for your records.

Your Account

Click your name in the top right navigation bar to open the account menu:

Manage Account

Click Manage Account to open your account settings. A left-hand navigation sidebar provides access to six sections.

Profile

Update your basic account details:

Click Save to update your profile.

Email

To change your email address:

Click Change email. A confirmation email will be sent to your new address from registration@siss.com.au. Click the link in the email to confirm the change. Once confirmed, your username will be updated to the new address.

Password

To change your password:

Click Update password to save.

External Logins

Connect an external identity provider to your account for sign-in:

• OpenIdConnect — click to connect and enable signing in via your organisation's identity provider

Two-Factor Authentication (2FA)

Add an extra layer of security to your account using an authenticator app:

Personal Data

This page allows you to download or delete the personal data associated with your account.

• Download — downloads a copy of your personal data

• Delete — permanently deletes your account and all associated personal data

⚠️ Warning: Deleting your personal data will permanently remove your account and cannot be recovered.