ERP - Core

Error - '0 Bills have been sent!'

Error Messages Returned from Access Financials upon Export

Error - 'Cannot read properties of undefined (reading 'split')' displayed on login

Error - 'Failed to export Bill [Due date cannot be before transaction date]'

Invoices stuck in 'signed off' with no errors but do not appear in the linked Financial system

Having Trouble Logging In and Changing your password

User password cannot be reset in the current state

Multiple Users Actions - 'The document has been edited by another user. Please refresh to view the latest document version'

Export to Financials button missing when approving a transaction

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