Procurify

How to disable an Account Code

How to link, update, or delete the link between account codes and Locations or Departments in bulk using CSV import

How to link Account Codes to Locations & Departments in Bulk

How to unlink an account code

How to create a new Account Code

How to delete an Account Code

Can I mass delete account codes?

How to assign an Account Code to a Department

How to split expense or order item costs across multiple Account Codes

Account Codes

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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.

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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.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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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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