Access HSC

If you need to see total values over a selected period for a worker or client, you can use the Total Over Period report.

Click Reports, then click General.

Double‑click Total Over Period by Worker or Total Over Period by Client.

1. Click Reports, then click General.
2. Expand the Financials group.
3. Double‑click Total Over Period by Worker or Total Over Period by Client.
4. Apply any required filters.
5. Click Preview to view the report.

In this article, we explain how to run the total over period report by worker or by client.

Total over period report

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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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