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Setting up general accounting settings

Setting up G/L accounts (subcategories)

Setting up VAT Rates

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Pre-Accounting, Automation, Customization, Enrich transaction data

Custom Fields

The “Select” custom field type lets allows to manage dropdown values in accounting settings for streamlined data entry and tracking.

Custom Field: "Select" Type

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Accounting Settings

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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