AccountEdge

Unfortunately, customized forms are <b>not</b> cross platform compatible between Mac and Windows. If you have customized invoices, checks, etc., you will need to re-customize these forms using AccountEdge Pro for Windows from within your cloud desktop account.

How Mac users can work with customized invoice, statement, and other forms on AccountEdge Hosted.

Customized Forms and Mac Users on AccountEdge Hosted Cloud Desktops

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

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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.

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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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