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How to tag transactions to equity accounts like owner's draw or contribution

Tagging Equity Transactions

Dan Schlosser

Equity Accounts

<span style="color: #99988e">Ambrook partners with Stripe Payments Company for money transmission services and account services with funds held at Fifth Third Bank N.A., Member FDIC. Ambrook Visa® Commercial cards are powered by Stripe and issued by Celtic Bank, Member FDIC.</span>

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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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