Primeros pasosYour First Workspace - What PaperLink Creates for YouAfter 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 de lectura
EquiposInvite a Team MemberHow to invite people to your PaperLink team. Assign roles, control permissions, and collaborate on invoices, documents, and client management.2 min de lectura
EquiposRename Your Team and Update the LogoHow to change your PaperLink team name and upload a team logo. Name rules, accepted file formats, and who can make changes.1 min de lectura
ContabilidadAdd a Company Financial AccountHow to add a company financial account in PaperLink. Track business income, pay taxes, and transfer funds between company and personal accounts.3 min de lectura
ContabilidadManage Company CurrenciesHow to set up currencies for a company in PaperLink. Primary currency, add foreign currencies, auto and manual exchange rates.2 min de lectura
ContabilidadManage Company CategoriesHow to manage income and expense categories for company accounting in PaperLink. Default categories, Uncategorized, and team-shared category trees.2 min de lectura
