Curo365

A quick solution to a current issue where Invoices are not displaying properly.

Missing Invoice Balances and Amounts

A short explanation for determining what a Security Role governs.

Quick Tip - How to Understand Security Roles

An explanation of two new buttons in the system - Add Missing Rates and Refresh Matter Totals

Quick Tip - Refresh Matter Totals and Add Missing Rates

Quickly create Billing Recipient Info for non-Active Clients.

Quick Tip - Create Client Billing Recipient Info

An explanation of the function of the Recalculate Due Date button.

Quick Tip - Recalculate Due Date

Quickly update your Time Entries with new Rate data.

Quick Tip - Recalculate Matter Rate and Amount

A Quick Guide to utilizing Quick Filters on an existing View.

Quick Tip - Quick Filters

How to change one User's Rates without having to create an entirely new Rate Type/Table.

Quick Tip - Updating a Single Rate

A short Guide to using the Advanced Find option to search for specified data.

Quick Tip - Advanced Find Searches

Vaughn

Quick Videos to solve little problems as they arise

Quick Tips

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Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets and conversations related to your company.

Customer Portal.

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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.