Check what is available in V1
Understand the released borrower-first owner workflow, account-specific pilot access and the features reserved for later releases.
Distinguish private setup from pilot posting
V1 includes a borrower-first private workspace. Account, workspace, profile and masked account setup are separate from permanent financial posting. Financial actions require an enabled owner pilot account; signing up alone does not grant that access.
Use the current enabled controls
Enabled owners can use borrower and loan entry, reviewed payments, borrower balances and statements. Advanced operations remain subject to their own permissions and verification. An unavailable or pending-verification message takes precedence over a general workflow description.
Use the public demo for practice
The public demo is fictional and resets on refresh. Its menu layout can differ from the private workspace. It does not prove that a private loan, receipt, bank match or audit record has been permanently saved.
Keep later features distinct
Invited borrower logins, broader staff/maker-checker workflows, personal borrowing, private evidence uploads, automated bank feeds and direct Tally integration are outside released V1. Implementation in a later-phase branch is not evidence of activation.
Distinguish statements from new receipt features
Borrower CSV statements and browser print/save-PDF controls exist in the private workflow. Customer numbering, sequential receipt numbers and a dedicated printable payment-receipt product remain later work. Do not infer those from a loan UUID or statement.
Ask about unavailable access accurately
If an action is unavailable, retain the displayed message, account email and relevant reference for support@foliopact.com. Do not change account security or reset a password merely to try to unlock a gated feature.
Check your result
- Pilot access is not confused with public signup.
- Demo actions are not presented as permanent private actions.
- Deferred features are not advertised as available.