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If you need to add or amend a cost code breakdown on the client's account, please have the following details ready:

The percentage to add to the percentile field.

- The service agreement number.
- The cost breakdown code.
- The percentage to add to the percentile field.

Explanation on what to do if you need to add or amend a cost code breakdown.

Add or amend a cost code breakdown

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Create your workspace and invite the people you work with.

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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.

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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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