Create tasks, events, and To Do items on Ivy

How to Use Your Ivy Schedule

Learn more about the company dashboard and the information it provides

Global Dashboard

Learn how to generate your FF&E schedule in an Ivy project

Furniture, Fixtures and Equipment Schedules

Let's get your time logged in your Ivy account so that you can start billing for it!

Importing Time Entries into the Time Billing Section from an Outside Tracking Service

Import your Ivy client or vendor lists to other marketing platforms

Exporting Client and Vendor Lists

Rules of engagement when purchasing through a purchasing Agent/Buyer

Purchasing Through an Ivy Purchasing Agent

How to Get a Glimpse of Your Profits for a Project

How to see a breakdown of total costs when building or viewing proposals and invoices

Viewing Your Total Costs per Document

Everything you need to know about taking online payments through Ivy

Online Payments 101 (VIDEO)

Track payments that were made through our payment methods

How to View Your Payments

How to Send a Receipt for a Payment

Learn how to add reimbursements to your proposals

Creating a Working Expense / Reimbursable Proposal

Learn the best way to record/show a return for items on an invoice

How to Handle a Return

Cameron Jahn

14 Articles that will help your business flourish

Grow Your Business on Ivy

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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.

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

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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.

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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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