WorkspaceHelp & Support
Help & resources
A practical guide to your Cedarlink workspace.
You’re using an interactive frontend preview. There is no backend connection, real authentication, banking integration or production accounting data.
Manage invoices
Upload a document or create an invoice. Review the extracted fields, confirm the invoice and submit it for approval.
Approval workflow
Finance review comes first, followed by Department review and optional Final approval. Rejections always include a reason.
Apply payments
Create a payment transaction and allocate its available balance to approved invoices for the same vendor and currency.
Accounting integration
Connect the QuickBooks demo, explore synchronization and simulate recoverable failures without contacting external services.