Financials & FinOps

A guide to take you through how to organise your columns and fields on record list and enquiry screen.

Next Generation - Configure Columns and fields for all enquiries

An overview on how to group data and records on enquiry and processing screens.

Next Generation - Grouping functionality on enquiries and processing screens

A guide on how you can select, enter and use the date fields on relevant screens with all options explained.

Next Generation - How to use the date filters and meaning of the different options

A step by steps guide on how you can remove default filters

Next Generation - Remove filters and default filters

Next Generation - Remove filters and default filters from the Advanced Filter

A step by step guide that takes you through how you can save your searches and your filters.

Next Generation - Save your searches or filters

An overview that explains how you can perform more advanced filtering on the columns on record list, processing and enquiry screens.

Next Generation - Search or filter on the displayed columns

A guide on how to use the Advanced Filter panel for efficient filtering.

Next Generation - Use the Advanced Filters panel

A guide on how to use the search fields located on the top of each screen.

Next Generation - Use the search field on the top of record list, processing and enquiry screens

How to use search and filtering options for all modules

Everything you need to know about searches and filters

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Create your workspace and invite the people you work with.

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

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

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

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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.

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.

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