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Platform Fundamentals
Platform Fundamentals
Detailed overviews of the platform features.
By Grace
1 author
30 articles
Digital Signatures
Digital Signatures
Passkeys
Imported Wallets
Wallet to Passkey Migration
Accounts
Accounts
Default Account
Account Approvers
Account Statements
Connect External Account
Supported Fiat Currencies
Contacts
Add Connections
Manually Add Contact
Edit Contacts
Remove Contacts
Transactions
Transactions
Export Transactions for Accounting
Payments
Payments
Batch Payments
Recurring Payments
Payment Requests
Payment Requests
Invoicing
Create and Send an Invoice
Track Invoice Payment
Product Catalog
Bill Pay
Receive or Upload Bills
Review Bills
Pay Bills
Organizations
Organization Settings
Switching Organizations
Users & Roles
Business & Identity Verification
