AccountEdge

How to install AccountEdge software updates on your Hosted cloud desktop when a new build is available.

Installing AccountEdge Updates on Your AccountEdge Hosted Cloud Desktop

How to request and set up Microsoft Office applications on your AccountEdge Hosted cloud desktop.

Adding Microsoft Office to Your AccountEdge Hosted Cloud Desktop

What additional software can and can't be installed on your Hosted cloud desktop, and how to request installations.

What Software Can I Install on my AccountEdge Hosted Cloud Desktop

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

How to use AccountEdge's OfficeLink feature to export reports to Excel on your Hosted cloud desktop.

OfficeLink and AccountEdge Hosted for Excel Reports

How to use OpenOffice as an alternative to Microsoft Office for opening AccountEdge reports on your Hosted desktop.

Using OpenOffice to Open AccountEdge Reports

How to set up and use the Thunderbird email client for sending emails from AccountEdge on your Hosted cloud desktop.

Using the Thunderbird Email Client for Windows

How to add new users to or remove existing users from your AccountEdge Hosted subscription.

Adding and Removing Users to Your AccountEdge Hosted Service

How to change the password for your AccountEdge Hosted cloud desktop.

Changing Your AccountEdge Hosted Cloud Desktop Password

How to check which version and build of AccountEdge is currently installed on your Hosted cloud desktop.

What Version of AccountEdge is Installed on AccountEdge Hosted

How to monitor your cloud desktop's resource usage, including storage and memory, within AccountEdge Hosted.

AccountEdge Hosted: Visual Usage

Common causes of slow performance on AccountEdge Hosted and steps you can take to improve speed.

AccountEdge Hosted Performance

Company files, backups, updates, adding software, and customizing your Hosted environment.

Managing Your Hosted Environment

Create a custom design with text, images, and links

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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.

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