ABRA Flexi

Services 2/2 (Part Two)

Services 1/2 (Part One)

How to search, filter and sort records in the ABRA Flexi desktop application?

Search, Filter, Sort - GUI

Running Totals in the Document List

Prints

How to work with deposits and tax documents for received payments in ABRA Flexi?

Deposits and Deposit Tax Documents

How to match payments with documents in ABRA Flexi?

Matching Documents

Information about Bonds

Can Documents Be Locked in ABRA Flexi? How?

Locking a Document

Invoice Cancellation

How to delete a document or its line items?

Deleting a Document

Create a Copy of a Document

Saving a Document

General Document Properties

Invoice Series

Petr Pech

Documents

Školení

Doplňky

Ceník

Status

Nápady na zlepšení

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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.

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.

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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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