DDCMS

Upload bulk price changes via the File Upload tab.

Upload a bulk price change

Amend customer references in bulk via the File Upload tab.

Amend customer references in bulk

Upload payment date changes in bulk via the File Upload tab.

Change the payment date of contracts in bulk

Update the start dates of Direct Debit contracts in bulk.

Amend the start date of Direct Debit contracts in bulk

Cancel and archive multiple Direct Debit contracts using the Bulk Cancel and Archive template.

Bulk Cancel and Archive

Create temporary bulk contract changes using the File Upload tab.

Bulk addition of patches

Amend or delete pending ad hoc payments in bulk using the File Upload tab, allowing you to quickly update or remove multiple payments at once.

Amend or delete ad hoc payments in bulk

Beverley McAllister

Gemma Langley

Bulk Amendments

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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.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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