Financials & FinOps

Guides and common issues relating to Evo, Copilot, Entitlements & Financials

Access

(APAC): Support plans available for Financials

Reporting with Access Analytics

3rd Party API is failing to connect stating that user credentials are wrong

You do not have permission to view this app. Please contact your administrator to arrange access

Get the most out of Advanced Add-on packs

Emails sent from Access Financials are not received

Emails sent by Access application marked as SPAM

Unable to send emails due to an 'Unexpected error...'

Datahub - Transactions not reaching test database

Error - 'The application has encountered an unknown error'

Data extract for Auditors

Error - 'Sorry! An error occurred whilst you were using the previous page.'

Move or remove the Digital Assistant button

Amend content on Crystal Reports

Screens show date in American format

Logo needs to be changed on our Crystal documents

User needs access to Workflow forms

Move or reinstall Transaction Broker to a new PC or server

Get a custom report changed or copied to a new database

Submit a Wish List request

System stuck at RDB Options

Customisation request

Financials fails to load

RDB Options (Unable to navigate)

Have a new database created

Datahub Error Message 'Nominal Account Code [X] is invalid'

Modules fail to load properly after login

(New Zealand) Error - 'Service unavailable'

Error - Server Error in '/CrystalWebService' Application

Form errors with Data - Validation errors occurred within this tab

Unable to resize columns in Enquiry windows in Chrome

Integration with Third Party software to Financials not working as expected

Error - 'download.json Couldn't download - Need Authorization' when viewing Word documents

User does not receive email notifications

New users are not appearing in Access Financials

When emailing out of Access Financials nothing appears in the emailing process

Financials Operations (FinOps) Help Centre

Finance Hub - account support

Add or remove a support contact

What to do when a user cannot log into Access Financials because two-factor authentication is blocking access, including how to request a 2FA reset via support.

Reset two-factor authentication (2FA) for a locked-out user

Guides to help with Login, Users, Entitlements

Access Financials

An overview of Access Evo, covering its key benefits as an AI-enhanced evolution of Access Workspace, and its three-tier security model.

Overview of Access Evo

An overview of Copilot, covering its key benefits as an AI assistant within Access Evo, including task assistance, research capabilities, natural language processing, and Evo Skills.

Overview of Copilot

Access and start a Copilot conversation

Copilot key features

Automatically generated feed items for Financials

Download and use Access Evo Mobile on your phone

Explanation of the Financials skill within Copilot

Create and assign default Access Financials users in Access Evo

Manage permissions for Access Evo and Feed

Overview of Evo Feed and feeds

Questions you can ask Copilot about the Creditors module

Questions you can ask Copilot about the Debtors module

Questions you can ask Copilot about the Financials module

Questions you can ask Copilot about the Selling and Purchasing modules

Questions you can ask Copilot about the Stock module

Getting the most out of Access Financials with Access Evo

Everything you need to know about Access Evo and Copilot

Access Evo and Copilot

Create a custom design with text, images, and links

Access Approve

📃 Privacy Policy

💡 Ideas Portal

Access Digital Tax

🖥️ Release Notes

Access Document

Access Expense

Access Evo

Financials Operations

Help Centres

Useful Links

User Guides

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Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.