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Your First Workspace - What PaperLink Creates for You

After your first sign-in, PaperLink sets up a ready-to-use workspace with a team, company, client, product, financial accounts, and expense categories.

6 min read

Your First Workspace - What PaperLink Creates for You

Accounting

Set Up Your Company

Set up your company in PaperLink - name, address, bank details, regional banking codes, and tax IDs. This info appears on your invoices.

4 min read

Accounting

Add a Company Financial Account

How to add a company financial account in PaperLink. Track business income, pay taxes, and transfer funds between company and personal accounts.

3 min read

Accounting

Manage Company Currencies

How to set up currencies for a company in PaperLink. Primary currency, add foreign currencies, auto and manual exchange rates.

2 min read

Accounting

Manage Company Categories

How to manage income and expense categories for company accounting in PaperLink. Default categories, Uncategorized, and team-shared category trees.

2 min read