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  • 🌐Welcome
  • About Us
    • 🎦Introduction
    • πŸ‘οΈβ€πŸ—¨οΈOverview
    • 🧱Unified Dashboard
  • Primer & Peaks
    • πŸ‘‰First Steps
    • 🌟Popular Features
  • Getting Started
    • πŸ›—Setting up a New Organisationchevron-right
    • 🀝Joining an Existing Organisation
    • πŸ’»Logging In
    • πŸ””Setup Notificationschevron-right
  • How-To Guides
    • πŸ“‹How to Add Accountsarrow-up-right-from-square
    • πŸ‘₯How to Add Membersarrow-up-right-from-square
    • ❄️How to make a Mass Payoutarrow-up-right-from-square
    • πŸ“±How to interact with DeFi Appsarrow-up-right-from-square
  • Coinshift Walkthrough
    • πŸ“½οΈOverview
    • 🚻Users
    • πŸ’ΉPortfolio Managementchevron-right
    • πŸ“ˆReportingchevron-right
    • πŸ“±Coinshift Appschevron-right
    • πŸ—³οΈAccount Managementchevron-right
    • πŸŽ›οΈTransaction Managementchevron-right
    • πŸ“€Fund Managementchevron-right
    • πŸ“œContact Managementchevron-right
    • 🏷️Label Managementchevron-right
    • πŸ‘€Member Managementchevron-right
    • πŸ“±Supported Walletschevron-right
    • βš™οΈSettings
  • FAQs
    • ❔FAQ: General Information
    • ✨FAQ: Onboarding
    • πŸ””FAQ: Notifications
    • πŸš€FAQ: Transactions & Operations
    • πŸ“±FAQ: Coinshift Apps
    • πŸ”FAQ: Hardware Wallets
    • ❓Technical Concerns & Troubleshoot
  • Resources
    • πŸ“–Glossary
    • 🧾Blogarrow-up-right-from-square
    • 🌈Support and Community
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  1. Primer & Peaks

🌟Popular Features

Quick links to the most popular sections in our documentation!

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Payouts & Asset Management

❄️Mass Payoutchevron-rightπŸ“±Coinshift Appschevron-right

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Portfolio Tracking & Reporting

πŸ’΅Token Portfolio Tracking (ERC-20)chevron-rightπŸ€–NFT Portfolio Trackingchevron-right🎯Portfolio Historychevron-rightπŸ“ŠCash Flow Trackerchevron-right

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Bookkeeping

⏬Export Transactionschevron-right
PreviousFirst Stepschevron-leftNextSetting up a New Organisationchevron-right

Last updated 2 years ago

  • Payouts & Asset Management
  • Portfolio Tracking & Reporting
  • Bookkeeping