DesignerLink

An overview of how to navigate the reports page.

Reports Page

Informing users how to create a customized Product Report

Creating a Product Report

Informing users how to create their own markup report.

Creating a Markup Report

Informing users how to use Product Report Templates

Product Report Templates

Informing users how to best track their order statuses

Tracking Order Status

An easy to use report for DesignerLink 2.0 users to bill back price changes on Purchase Orders/Bills.

Project Dashboard

Informing users of our current budget features available for use.

Budgeting in DesignerLink

An overview of how to review key QBO reports as a snapshot and use for planning.

QBO Reports

Reporting

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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.

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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.

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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