Catacloud Servicedesk

A checklist of the settings you should go through in Catacloud before you start posting – from company details and users to bank and opening balance.

Settings to go through before you start posting

How to fill in your company's basic information in Catacloud – name, org. no., addresses, contact info and logo, under Administration → Company details.

How to set up company details

How to record the opening balance when you start using Catacloud – either through the built-in feature on the Overview page or as an advanced voucher.

Recording opening balance – built-in feature and manual alternative

How to get Catacloud on your mobile

How to create, manage and use tags in Catacloud to categorise customers, suppliers, vouchers, projects and more.

How to use tags in Catacloud

Smart moves that speed up your day in Catacloud: search with Ctrl+S, paste from clipboard, duplicate tabs, calculate in amount fields, delivery log, filter by period and more.

Tips and tricks in Catacloud

Florence C.L.H. Kröger-Smedmann

Everything you need to get started – from company setup to your first voucher.

Getting started

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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.

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

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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.

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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