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Articles related to running reports and working with forms

Reports & Forms

Show Partial Invoice Number

Show One Line of a Field

Backorder Quantities on Packing Slips

Print Checks: Bank Account and Routing Numbers

Cross Platform Custom Forms

Order Checks and Forms

Customize a Check

Setting a Default Form

Customize Forms

Customize Checks to Show Debits

Forms

Report Printing - Font/Display Issues

Sending Reports to Excel

Understanding Audit Trail

Totals on Reconciliation Reports (Multi-Currency)

Reconciliation Reports

Jobs Budget Analysis Report

Fiscal Year for Balance Sheet and P&L

Wildcards for Reports

Reports: Accounts

Reports: Banking

Cash Basis Reporting

Trial Balance Report

Card Filter on Accounts Reports

Reports

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Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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

Connect your stack

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.

Prototype answer unavailable

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