Provet

Generate a Debtors and Creditors Report

You can automatically bulk update the client debt status tags to a different debt status when sending debt letters. To enable this functio...

Set Up Custom Fields and Tags for Client Debt Status

You can automatically update client tags to a different debt status when sending debt letters to clients. This function is available when ...

Update Client Tags to a Different Debt Status

Debtors and Creditors Report

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Provet REST API

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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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