ERP - Construction

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Subcontract Ledger Set-Up

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Manual Contract Notification Using Subcontract RCT Details Review/Update

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CIS – Electronic Verification

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Authorising Draft Certificates

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Select Subcontract Certificates for Payments - Manual

Releasing Subcontract Retention

Subcontract Certificate Entry

17.02 Compliance Setup

17.03 PO Entering for Subcontract Orders

Printing Checks in Subcontract

Posting Payments in Subcontract

Entering a Detailed Breakdown Certificate in Subcontract

What is the best practice for Subcontract Novation.

Coins - Subcontract Ledger Order Novation

Subcontractor Certificates - Entering Subcontractor Certificates

Subcontractor Maintenance

17.01 Auto-Create a Subcontractor

Subcontractor Certificates - Draft Certificates

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Raise a Subcontract Order

Subcontract Orders

Subcontractors Onboarding

How to resolve the Payee Name field being uneditable in Subcontract Ledger – Subcontractor Maintenance by updating the CENTNAME parameter.

Fix a greyed-out Payee Name field in Subcontract Maintenance

Subcontractors

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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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