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.
💡 Find more details on connecting your accounting software in Sources
👉 Now you are ready for the next step (2/4): Working Capital