Opsyte

Creating and Redeeming Deposits

If you have taken a deposit that needs to have details edited, or if the event has been cancelled, here's your how to guide.

Editing and Cancelling Deposits

Guide to mapping sales trackers and banking on Opsyte.

Financial: How to map unmapped items

How to use the Tips and Allocations table on your Cash Up page.

Tips and Allocations

Your guide to using the Petty Cash function on Opsyte's Cash Up page

Petty Cash

How to use the Accounts Charged and Paid functions on the Cash Up Page.

Accounts

Revenue by hour breakdown graph on Opsyte.

Cash-up - Revenue by hour

Please find the video below, which will guide you through the process of sending the daily snapshot.

Video guide: Sending daily snapshot

Matt Taylor

Zoe Fuller

Cash Up Elements

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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.

Connect your stack

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.

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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.

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.

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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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