Subsidia

Urs Goldener

Desiree Alge

Training/Application

This post shows the contents of the online training and the possibilities of Analytics.

Training 4: Analytics Part 1 "Basics"

This post explains the individual analytics groups in detail.

Tasks: Analytics "Explanations Dashboards" (self-study)

This post explains the procedure for month-end closing for accounting.

Self-study: Analytics "Create Month-End Closure"

Self-study: Preparation for purchasing / ordering (with analytics)

This post explains how to carry out an inventory

Training 5: Taking an inventory

This post explains how to create your own dashboard and questions.

Individual Training: Create your own Analytics Dashboards and Questions

This post explains how to book an online training course

Subsidia Online Training (Registration Starter Course)

This article explains how a video conference with Google Meet works.

Participation in online video training with "Google Meet"

Forgot and reset password

The following article shows the requirements for data export during data migration

Requirements for data export and import in Subsidia (data migration)

This article explains which columns are mandatory for a data import and which are also possible.

Data Migration Process

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

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.

Prototype article-aware answer

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.

Prototype integrations answer

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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.