Financials & FinOps

An overview of the Cash Book screen, covering how to access and navigate bank and cash accounts, apply filters, configure columns, and access further actions via the Action Panel.

Next Generation - The Cash Book screen

An overview of the Action Panel in the Cash Book, covering the available action cards for posting transactions, accessing enquiries, and navigating to different modules directly from a bank or…

Next Generation - Access different modules and transactions directly from the Cash Book via the Action Panel

A guide to viewing and editing cash book accounts, covering how to access account details, bank details, turnover analysis, and the Cash Book Summaries fields for both actual and batched…

Next Generation - View and edit details on a Cash Book account

A guide to accessing the Action Panel from the Cash Book, covering the available sections and action cards for navigating to transactions, enquiries, and other modules from a bank or…

Next Generation - Access the Action Panel from Cash Book

Next Generation - The Turnover Analysis on a cash or bank type account explained

View, edit details on a cash book account and bank reconciliation

Everything you need to know about the Cash Book module

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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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