IAMD.

Octopus

Can an entry in Octopus have automatically marked "to be checked"?

Describes in detail how an existing customer or supplier is found in Octopus

What information is used to find an existing customer/supplier in Octopus?

How does the integration with Octopus work?

Describes in detail how payment synchronization works between Octopus and IAMD. ERP.

How does payment synchronization work with Octopus?

How do I set up integration with Octopus?

If you no longer wish to link your IAMD environment with the Octopus accounting package read here how to do so

How do I disconnect from Octopus?

IAMD Support Team

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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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