Access Attache

Attaché news and information on new releases, end of year, training, consulting, system issues

Attaché: The What's New panel on the Attaché home screen and Attaché Online

Attaché Accounts: Not all lines are printing on a document

Attaché: My transaction data is wrong, the amounts are incorrect and not as I entered

Attaché: Message "Editing in this company has been disabled by the user named Supervisor" when accessing a company

Attaché: Custom Workflows

Attaché: Change the colour scheme

Attaché: change the system date

This article explains how to resolve performance issues in Attaché after upgrading to v25, where Attaché runs slowly on workstations but performs normally on the server.

Attaché: Running slowly on workstation after upgrading to v25

Attaché - System Wide General articles

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Create your workspace and invite the people you work with.

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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.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.