ERP - Core

Add users to a buyer in Capture

New suppliers not transferred to Capture

Invoices slow to export from Capture to Dimensions

New suppliers not synced to Capture

Suppliers added in Financials not yet available in Capture

Invoices in Dimensions missing line detail after verification

Supplier master data not synchronised with Access Capture

Invoices have been processed in Capture but have not appeared in Dimensions

Documents attributed to the wrong user in Access Financials

Documents have exported but some cannot be found in Dimensions

Link a new Buyer to the database

Capture reading the wrong currency on invoices

Document export error: 'The login details you entered could not be verified'

Invoices processed in Capture not appearing in the Invoice Register

Transactions present in Dimensions but document images missing

New supplier account not yet available

Invoices posting to wrong year or period

Detail lines not appearing in Access Financials

Set Approver 1 on invoices verified from Capture in Amend Entries

Financial Integration

Privacy Policy

Access Financials

Dimensions

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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.