How to guides

Reports

📊Reports how to guides

How to automatically trigger a monthly billing report

How to configure receiving a monthly billing report

How to store contract information with an Account in a report

Extractors

⬇️Extractors how to guides

How to create extractors

How to run and schedule extractors

Transformers

🔀Transformers how to guides

How to create transformers

How to schedule and transformers

Workflows

⚙️Workflows how to guides

How to automatically send workflow errors as webhooks to a monitoring system

How to create workflows

General Configuration

🖥️General configuration how to guides

How to update your license

How to view your CUPR usage

How to apply white labelling

How to create users

How to create groups

Single sign-on Integrations

👥Single sign-on Integrations how to guides

How to integrate Exivity with Okta

How to integrate Exivity with OneLogin

How to integrate Exivity with Auth0

How to integrate Exivity with Azure AD

How to setup LDAP in Exivity

Notifications

🔔Notifications how to guides

How to create notifications for your budget(s)

How to create notifications for your workflow(s)

How to create notifications for your report(s)

3rd Party Integrations

⬇️3rd party integrations how to guides

How to install the Morpheus Plugin

Miscellaneous

🗂Miscellaneous how to guides

How to setup a local demo environment with dummy data