Floorzap

Why is my GL balance inaccurate?

What is the General Ledger?

In addition to viewing the GL directly in Floorzap, it can also be exported. When exporting the GL, there is an option to export a single account or all accounts…

Can I export the General Ledger?

How do I make edits to the General Ledger?

Can I filter and search the General Ledger?

The GL can be used to view all of the transactions and journal entries for a single GL account.

How do I use the General Ledger?

General Ledger

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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.

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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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