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This can be done by clicking on the Debtors tab, ACR and selecting any desired Aged Debtors Report from the list. After running the report, click on the Export button(envelope with up-arrow). Select MS Excel from the options that follow and pick a desired location to save your Export.

Export Aged Debtors Report to excel

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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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