入门指南Your 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 分钟阅读
团队Rename 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 分钟阅读
团队Invite a Team MemberHow to invite people to your PaperLink team. Assign roles, control permissions, and collaborate on invoices, documents, and client management.2 分钟阅读
会计Manage Company CategoriesHow to manage income and expense categories for company accounting in PaperLink. Default categories, Uncategorized, and team-shared category trees.2 分钟阅读
会计Manage Company CurrenciesHow to set up currencies for a company in PaperLink. Primary currency, add foreign currencies, auto and manual exchange rates.3 分钟阅读
会计Add 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 分钟阅读
