Financials & FinOps

Sales transactions can be unallocated by doing the following:

Click Debtors or Creditors, Allocation, Reverse Allocation

Filter by customer/supplier and click Search

Select the transactions to be reversed and click Process.

1. Click Debtors or Creditors, Allocation, Reverse Allocation
2. Filter by customer/supplier and click Search
3. Select the transactions to be reversed and click Process.

Unallocate a transaction

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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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