The first step required is to connect your accounting software (ERP) to Finstack, to retrieve the transactions needed for reporting. This is done through Setup > Sources in the left menu.

Use the plus “Add source” button top right to add a new Source. Choose the first option “Connect your accounting software” in step 1, and your accounting software in step 2.

https://www.youtube.com/watch?v=C9cYKZ3uUVo

<aside> 💡 Find more details on connecting your accounting software in Sources

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👉 Now you are ready for the next step (2/6):

Step 2: Working Capital