Financials & FinOps

Next Generation - Configure Columns and fields for all enquiries

Next Generation - Grouping functionality on enquiries and processing screens

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

Next Generation - Remove filters and default filters

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

Next Generation - Save your searches or filters

Next Generation - Search or filter on the displayed columns

Next Generation - Use the Advanced Filters panel

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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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.

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