17hats

How does 17hats invoicing and bookkeeping work?

17hats Invoicing & Bookkeeping

Learn how to connect your bank or credit card account to 17hats to keep better track of your bookkeeping.

How do I connect my bank account to 17hats?

Learn how to add a bank account for cash or checking transactions

How Do I Manually Add a Bank Account?

How do I categorize payments deposited into my bank?

How Do Category Auto-Suggestions Work?

How should I handle gratuities in 17hats?

Importing Older Bank Transactions

How do I manually refresh my bank account in 17hats?

Bank Account: Manual Refresh

Discounts: How to customize discounts, and view on your Profit & Loss report

How do I record a payment manually?

How Do I Manually Record Expenses?

Previews of Images/PDFs in 17hats +  Receipts for Transactions

Image & PDF Viewer

Learn about credit card and ACH processing fees in 17hats Bookkeeping with Stripe

Credit Card and ACH Processing Fees in 17hats Bookkeeping with Stripe

Travis

Jeff Haynes

Jennifer Ann

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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.

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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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