Campminder

By the end of this article, you'll have all six remaining items in the Definitions menu configured and ready to support your line items and billing setup.

Financial Admin: Complete the Definitions Menu

By the end of this article, you'll be able to assign families to billing groups and use those groups to filter batch invoices and inquiries.

Financial Admin: Assign and Use Billing Groups

By the end of this article, you'll be able to create and configure the financial categories that organize every charge and credit in your system.

Financial Admin: Define Financial Categories

Christine Cassidy

These definitions are non-seasonal, so once they have been completed, they will carry over for application season after season.

Financial Definitions

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Create your workspace and invite the people you work with.

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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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