Walkthroughs (4)
Walkthrough guides on functionality within the platform
Walkthrough - Financial Services Engine
This walkthrough guide explains how to setup your gl, financial transactions, and an entity structure from a completely blank system. This includes all of the…
Walkthrough - Canvases
This walkthrough guide explains how to create and use canvases in the system highlighting the following key points: A Canvas is an instant isolated…
Walkthrough - Auto Code Designers
This walkthrough guide explains how to create the following simple entities in the system using our auto-code designers: Country: A simple entity holding the following…
Walkthroughs
Walkthroughs are designed to guide you through various parts of the functionality in the core platform. These walkthroughs range from beginners, to intermediate, depending on what you're trying to accomplish. They sometimes cover configuration, formulas and scripting, but most advanced configuration comes under our API, Auto-Code Designers and coding which is covered in much more detail in our developer documentation.