Service Geeni

Learn what a VAT Code is and how to use one.

VAT Codes

Managing your currencies in Service Geeni

Currencies available in Service Geeni

Managing your Purchase & Sales Nominal Codes

Setting up your Nominal Codes in Service Geeni

Learn about Posting Nominal Transactions to Accounts

Posting Nominal Transactions to Accounts

Learn what Charge Codes are and how to use them.

Charge Codes

Discover how to invoice for Jobs and Issue Credit Notes.

Job Invoicing

Nominals

Learn how to post your POs to an accounts package

Purchase Nominal Update

Learn about Hire Contract Invoicing, how it works and why it's used.

Hire Contract Invoicing

Learn what they are and how they work in Service Geeni

Fixed Assets

Payment Terms

Manage and post your financial activities through the Journal Update module

Journal Update (Posting to Accounts)

Learn about Miscellaneous Invoices in Service Geeni

Miscellaneous Invoices

Greg Mandy

Arnold E. Garcia

Finance

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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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.

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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