RemotePass

What is the Expenses Agent and how does it work?

How to set up the Expenses Agent

How to edit a rule for the Expenses Agent

How to turn off or delete an instruction for your Expense Agent

Adrian Quinn

Learn everything you need to know about setting up your Expense Agent

Expense Agent

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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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