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  1. FlexPoint
  2. Onboarding
  3. Getting started with FlexPoint

Getting started with FlexPoint

Understanding and configuring invoicing workflows and accounting integrations.

  • Phase 1: Setup & Orientation
  • Phase 2: Customization
  • Phase 3: Automations
  • Phase 4: Payments & Reconciliation
  • Phase 5: Go Live & Graduation
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