Help Center

Filtered by: team

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

Teams

Invite a Team Member

How to invite people to your PaperLink team. Assign roles, control permissions, and collaborate on invoices, documents, and client management.

2 min read

Teams

Rename Your Team and Update the Logo

How to change your PaperLink team name and upload a team logo. Name rules, accepted file formats, and who can make changes.

1 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