Financials & FinOps

A guide to entering a nominal journal, covering how to access the journal screen from different areas of the system and how to complete the header and detail tabs including…

Next Generation - Enter a nominal journal

A guide to entering a currency transfer, covering how to access the screen from Cash Book or the navigator, and how to complete the header and detail tabs including exchange…

Next Generation - Enter a currency transfer

A guide to entering a debit or credit VAT journal, covering how to access the screen from different areas of the system and how to complete the header and detail…

Next Generation - Enter a debit or credit VAT journal

A guide to the Voucher Reference field on nominal journals, covering the rules that apply for manual and automatic references, and how sub ledger settings affect how the reference is…

Next Generation - Nominal Journal Voucher Reference

A guide to the Post Balance to Contra Account option on nominal journals, covering how single and multiple contra entries work and the difference between the two posting methods.

Next Generation - Post balance to contra account and post multiple contra entries explained

A guide to the Quantity field on nominal journal transactions, covering where it is available, the rules that apply to its use, and how quantities are handled for contra postings,…

Next Generation - The Quantity field on the detail section of a nominal transaction explained

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Everything you need to know about nominal transactions

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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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