Coinshift
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Business
  • 🌐Welcome
  • About Us
    • 🎦Introduction
    • 👁️‍🗨️Overview
    • 🧱Unified Dashboard
  • Primer & Peaks
    • 👉First Steps
    • 🌟Popular Features
  • Getting Started
    • 🛗Setting up a New Organisation
      • 🤳Request Access
      • 🎫Sign Up
      • 🏢Create a New Organisation
        • 💻Create Organisation from Coinshift Dashboard
        • 🔁Switch Organisations
      • 🗳️Add Accounts (Safes, Wallets, etc.)
        • 💸Add Existing Safes
        • 🗃️Create a New Safe
          • 💰Transfer Assets To Your Safe
    • 🤝Joining an Existing Organisation
    • 💻Logging In
    • 🔔Setup Notifications
      • ⚒️Connect Slack for an Org
      • 🛠️Connect Discord for an Org
      • 🧩Connect Slack for an Account
      • 🤖Connect Discord for an Account
      • 📩Viewing Notifications in Slack and Discord
      • ⏸️Change Account Preferences: Disconnect Notifications
      • 🔏Discord: Adding Coinshift Roles & Bot to private channels
      • ☑️Discord: Check Your Permissions
      • 👾Add Members to Discord Server & Channel
  • How-To Guides
    • 📋How to Add Accounts
    • 👥How to Add Members
    • ❄️How to make a Mass Payout
    • 📱How to interact with DeFi Apps
  • Coinshift Walkthrough
    • 📽️Overview
    • 🚻Users
    • 💹Portfolio Management
      • 💵Token Portfolio Tracking (ERC-20)
        • 🪙Add Additional Tokens
      • 🤖NFT Portfolio Tracking
    • 📈Reporting
      • 🎯Portfolio History
      • 📊Cash Flow Tracker
    • 📱Coinshift Apps
      • AAVE
      • CoW Swap
      • Hedgey
      • 1inch
      • LI.FI
      • ParaSwap
      • Request Finance
      • Superfluid
        • ⏲️Stream Payout
      • Transaction Builder
    • 🗳️Account Management
      • 🚮Remove Account
      • 🆕Add Signers
      • ✂️Remove Signers
      • 🔁Swap Signers
      • 💫Change Safe Name
      • 🎚️Change Threshold
      • ℹ️Adding a Safe as a Non-Signer
      • 🛄Filter A Safe
    • 🎛️Transaction Management
      • ☄️Proposals
        • 📬Proposal Management
        • 🔰Active And Discarded Proposals
      • 🪜Queue
      • 🔎History
      • 🛄Filter Transactions
      • ⏬Export Transactions
      • 🆕Add Labels and Notes
      • ❎On-chain Transaction Rejection
    • 📤Fund Management
      • ❄️Mass Payout
        • 🪙Mass Payout in a Single Token
        • ✨Mass Payout (Multiple Tokens)
        • ⏫Mass Payout via CSV Upload
        • 📑Duplicating Transactions
      • 🔁Recurring Payout
    • 📜Contact Management
      • 🆕Add Contact
      • ✏️Edit Contact
      • 🚮Remove Contact
      • 📝Bulk Import Contact
    • 🏷️Label Management
      • 🆕Add Label
      • ✏️Edit Label
      • 🚮Archive/ Unarchive Label
    • 👤Member Management
      • 🆕Add Member
      • 🚮Deactivate Member
      • 🔎Filter & Search Members
    • 📱Supported Wallets
      • 🔐Hardware Wallet Support
        • ☑️Prerequisite
    • ⚙️Settings
  • FAQs
    • ❔FAQ: General Information
    • ✨FAQ: Onboarding
    • 🔔FAQ: Notifications
    • 🚀FAQ: Transactions & Operations
    • 📱FAQ: Coinshift Apps
    • 🔐FAQ: Hardware Wallets
    • ❓Technical Concerns & Troubleshoot
  • Resources
    • 📖Glossary
    • 🧾Blog
    • 🌈Support and Community
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On this page
  • Payouts & Asset Management
  • Portfolio Tracking & Reporting
  • Bookkeeping
  1. Primer & Peaks

Popular Features

Quick links to the most popular sections in our documentation!

PreviousFirst StepsNextSetting up a New Organisation

Last updated 1 year ago

Payouts & Asset Management

Portfolio Tracking & Reporting

Bookkeeping

🌟
❄️Mass Payout
📱Coinshift Apps
💵Token Portfolio Tracking (ERC-20)
🤖NFT Portfolio Tracking
🎯Portfolio History
📊Cash Flow Tracker
⏬Export Transactions