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I have registered my receipt in the wrong organization, can I move that to another organization?
Published October 14th, 2022 by Elin Ivarsson
This article applies to the following countries All countries Unfortunately, you can not transfer the expense to another organization. You need to delete and re-register the expense in the correct organization.
Video - Card integration | Part 2 of 5: Adding cardholders
Published January 12th, 2023 by Elin Ivarsson
This applies to the following countries Sweden Norway Denmark Finland Nordea First Card Real Time Learn more about the upcoming corporate card admin page update, settings for cardholders and more.
Video - Card integration | Part 4 of 5: Card page and corporate card report
Published January 12th, 2023 by Elin Ivarsson
This applies to the following countries Sweden Norway Denmark Finland Nordea First Card Real Time The new card page gives you a better overview of your organisation's corporate cards connected to Findity. In this video, you will also learn how to close the period by sending corporate card expenses in a report.
Are the users invited immediately when I add them?
Published August 30th, 2022 by Elin Ivarsson
This applies to the following countries All counties When you add a user, you can choose if the invitation email will be sent immediately or later. If you want to sent it when you add the user, mark the box next to Send invitation email to the listed users. The the invitation email contains instructions for how the user should activate and access
How do we set up subsistence allowance?
Published June 21st, 2023 by Elin Ivarsson
This applies to the following countries All countries This article is for you as a administrator, that want to set up subsistence allowance on your organizations settings. In this example the organization use an integration to both salary and accounting. Add the category Subsistence allowance Start by click on the tab Settings - Expense mana
Can I download a list of the accounts that are available on our organization?
Published November 15th, 2022 by Elin Ivarsson
This applies to the following countries All countries Export all accounts Click on the tab Settings - Expense management - Integrations - Chart of accounts. You have now the option to Export all accounts. When you click on the export box an Excel-file will start to download in your browser. Import new account If you want to import new accounts,
I chose "Forgotten password" at the login window, but I haven't received an e-mail with a link to reset it. What do I do?
Published August 30th, 2022 by Elin Ivarsson
This article applies to the following countries All countries Please follow the instructions below, if you haven't received the link to your e-mail to reset the password: Have you checked your "Spam-inbox" in your mail for the reset link e-mail? The e-mail is sent from noreply@findity.com. Have you written the correct email address in the login wind
Can accounting consultants be approvers?
Published March 10th, 2023 by Elin Ivarsson
This applies to the following countries All countries Yes! Accounting consultants can be approvers. First you need to add the consultant to the organization. Read more about adding consultant Here The next step is to add the approval settings. Read more about approval structure in this article Settings for approval
Which file format is supported for the receipt image?
Published October 10th, 2022 by Elin Ivarsson
This applies to the following countries All countries When creating an expense or adding an attachment to an existing expense, you can take a picture with the camera or choose to upload an existing picture. The file/ image formats that are supported by all browsers and apps are following: BMPPNGJPEGGIFPDF HTML
Can I change the tax-free remuneration for mileage?
Published November 3rd, 2022 by Elin Ivarsson
This applies to the following countries All countries Click on the tab Settings - Expense management - Expense categories - Milage. Remuneration type need to be Taxable. Then click on the arrow up to go to the settings for remuneration. In the box for Remuneration fill in the total amount for the category. Press Save when you'r done with the setti
How do I manage reports under the tab Ready to Send?
Published March 15th, 2023 by Elin Ivarsson
This applies to the following countries All countries Add settings The first step, to be able to manage reports before they are sent in to the report recipient, you need to activate Review mode. When this setting is activated, you will get a new tab under Reports named Ready to send. Follow this article to activate the setting Add the step Ready t
I’ve lost the code to my business card, can you send me a new one?
Published August 30th, 2022 by Elin Ivarsson
This article applies to the following countries All countries You need to contact your bank for help with a new code for your bank card.
A user has marked a corporate card transaction as private, what does this mean?
Published September 1st, 2023 by Elin Ivarsson
This article applies to the following countries All countries Settings: When you, as a administrator add the settings for corporate cards you will be able to add settings for accounting: Debit (for private transactions). This setting is added on the user if you click on the tab Settings - Corporate cards and then click on the user. Read more
Are my expenses sent or not?
Published October 10th, 2022 by Elin Ivarsson
This article applies to the following All countries Click on the tabs below to learn how to see if your expenses are sent in or not. App In the app, click on the icon in the bottom middle to get to submitted reports. Unsubmitted reports are visible in the first view or by clicking on the symbol on the left Delete Web On the web, click on the tab
How do I submit my expenses?
Published August 30th, 2022 by Elin Ivarsson
This applies to the following countries All countries Once you have added an expense and you want it to be reimbursed you need to put in an expense report. You can add as many expenses, mileages or subsistence allowances as you want to in one expense report. When the report is ready to be sent in for reimbursement you have the option to write a co
Who approves my report?
Published August 30th, 2022 by Elin Ivarsson
This applies to the following countries All countries This article show how you, as a user, can see who approves your expenses. App Press the symbol in the bottom of your app Click on your report Waiting for approval Your report will now open and you can see who approves your report. Delete Web Press the tab Expense reports and click on your r
How do I register my foreign receipt?
Published November 7th, 2022 by Elin Ivarsson
This applies to the following countries All countries You add your foreign receipt and check that the fields match your receipt. If any field needs to be changed to match your receipt, you can click on that line and make the adjustment manually. App To add an foreign receipt, press the plus-sign and choose to add a new expense. Check your expense
How do I register subsistence allowance?
Published October 18th, 2022 by Elin Ivarsson
This article applies to the following countries All countries Click on the tabs below to learn how to register subsistence allowance in the app and on the web. Web Click on New expense and select New subsistence allowance Click on the option Domestic allowance or International allowance. Domestic allowance Fill in the dates and times for your tri
What does the tab corporate card under reports mean?
Published November 10th, 2022 by Elin Ivarsson
This applies to the following countries All countries The listed reports under the tab Reports and Corporate card is reports that are not submitted by users yet. You (as a administrator) can't do any changes in the reports in this tab.
How do I manage my corporate card report?
Published November 30th, 2022 by Elin Ivarsson
This applies to the following countries All countries If your organization has an automatic connection to corporate cards, the transactions that you make with your card will be automatically sent to your account in Findity. Depending on the organization's settings and who pays the invoice, the transactions will be uploaded in different way's. We
Can I move back a report from the tab Sent to Ready to send?
Published November 10th, 2022 by Elin Ivarsson
This applies to the following countries All countries Go to the tab Reports and Sent, click on the three dots on the right side of the page. Choose Re-send without approval. The report is now sent back to the tab Ready to send.
How do I, as an administrator handle foreign receipts?
Published November 7th, 2022 by Elin Ivarsson
This applies to the following countries All countries When the user sends in a receipt in a currency other than your reporting currency, you as an administrator can't make adjustments if the currency is wrong. What you can do is to change the exchange rate. Read more about it in the attached file. Change exchange rate
How do I add one-day assignments for subsistence allowance?
Published November 15th, 2022 by Elin Ivarsson
This applies to the following countries All countries Go to the tab Settings - Expense management - Expense categories - Subsistence Allowances Click on Advanced settings Mark the box next to Enable one-day assignments and click Save when you are done. If you want to add own hours and amount, follow this article to: add own hours and amounts fo
How do I set up approvers?
Published August 30th, 2022 by Elin Ivarsson
This applies to the following countries All countries Findity offers a variety of different ways of approval structures. In this article we aim to describe the basics of what you are able to do and also step by step guides to common scenarios. First of all Approval needs to be activated in Marketplace. Let's start with having a look at the default
I want to be able to add the accounting date for submitted reports. How do I add this setting?
Published April 4th, 2023 by Elin Ivarsson
This applies to the following countries All countries Go to the tab Settings - Expense management - Integrations and click on your integration. In this example we have Excel as the integration. Scroll down to the setting Accounting date for reports in the pop-up box. Add Choose accounting date before submitting reports. Press Save when your done.
I want to be able to switch to an other employee on our organization. How do I do that setting?
Published November 3rd, 2022 by Elin Ivarsson
This applies to the following countries All countries There is an option to add the setting Allow user to register expenses for others. This function is only possible to use on the web, not in the app. You as an administrator can add this function for yourself or for another user/administrator. Go to the tab Users and click on the user that should
Can I resend the invitation email to the user?
Published November 2nd, 2022 by Elin Ivarsson
This applies to the following countries All countries Go to the tab Users and click in the box to the left on the user. Choose to Send invitation.
How do I change the language?
Published August 30th, 2022 by Elin Ivarsson
This article applies to the following countries All countries App The app language is controlled by the region and language you have selected in your phone settings. Delete Web On the web can you change the language under the tab Settings on your user account. Click on the field Language to see which options you have to change to. Choose language a
Custom hours and amounts for Enable one-day assignments
Published April 18th, 2023 by Elin Ivarsson
This applies to the following countries All countries Before you can add own hours and amounts for one-day assignments for subsistence allowance, you need to activate the function on your company. Follow this article to activate: activate one-day assignment The settings for amount and deduction is based on standard amounts. If you want to add you
How to disconnect an organization from our partner?
Published August 30th, 2022 by Elin Ivarsson
This applies to the following countries All countries If you want to disconnect an organization from your partner without removing it completely from the system, for example if the organization is about to transfer to another agency, contact Findity's support: support@findity.com
How can we add new organizations to our partner?
Published March 1st, 2023 by Elin Ivarsson
This applies to the following contries All countries First, you need to change view to the Partner view at the top of your page. Go to the tab Organization and click on + Add organization. Fill in the organization details and press Save when you are done. When you have chosen to Save the details, the organization is created and you will be dire
Where can I see which integrations that are available to choose?
Published November 16th, 2022 by Elin Ivarsson
This applies to the following countries All countries Go to the tab Settings - Expense management - Integrations - Add integration. Click on Select on the integration you want to choose.
Activate Fleet management
Published February 8th, 2023 by Elin Ivarsson
This applies to the following countries Sweden Make it easier to report mileage for trips and link Findity to your fleet management service. This means that the user gets all trips automatically linked to Findity, then easy submit these for accounting and payment. In this way, you get a correct ground for all business trips directly in the app wit
Under the tab dashboard there is a overview with different columns of information. What do these mean?
Published November 10th, 2022 by Elin Ivarsson
This applies to the following countries All countries This columns are statistics over the organization. For example, the tab Reports shows all reports that has been created on the company. It can be deleted reports, submitted and unsubmitted reports.
Can I add a taxable part per day (in addition to non-taxable part) for subsistence allowance?
Published April 14th, 2023 by Elin Ivarsson
This applies to the following countries All countries If you want your organization to add an extra taxable part when the users submit reports containing subsistence allowance, add this setting on your company and the system will calculate it automatically based on the settings you choose. Go to the tab Settings - Expense management - Expense cat
How do I know that my expenses have been submitted?
Published October 14th, 2022 by Elin Ivarsson
This article applies to the following countries All countries Click on the tabs below to learn how to see if you have expenses that haven't been submitted yet. App If you have expenses under the box Unsubmitted expenses, that means that your expenses have not been submitted yet. You need to create an expense report to submit your expenses. Delete W
How do I set up the organization structure?
Published August 30th, 2022 by Elin Ivarsson
This applies to the following countries All countries The organization structure is primarily used as basis for the approval structure. In short, setting up organization structure is about two things. First thing is to set up the structure and second one is to connect users to the structure. The organizaton structure is also called Departments, a
The system says that I am not connected to any organization when I log into my user account. What has happened?
Published October 25th, 2022 by Elin Ivarsson
This applies to the following countries All countries It seems like you have been removed as a user by your organization. I advise you to contact the administrators at your organization. They can help you to get invited as a user again.
Where do I add a default value/dimension on a user?
Published November 10th, 2022 by Elin Ivarsson
This applies to the following countries All countries If you want to add a default value/dimension on a user click on the tab Users and then click on the user. Choose the default value and press Save. This fields can look different depending on your organization's settings. If you want more information on how you can add new dimensions click here
Where is the currency collected from?
Published October 14th, 2022 by Elin Ivarsson
This applies to the following countries All countries We collecting the currencies from https://openexchangerates.org/ and we take the currency for the day the purchase is made. If you want to change the currency or the exchange rate in you expense you can click on the tab and do the change manually in your expense. Your browser does not support
Where can I find the report number?
Published October 14th, 2022 by Elin Ivarsson
This article applies to the following countries All countries Each organization has the option to add the setting report numbering per organization or per employee. This means that you as a user receive a unique number per report that is created. To see the number that is in the report, you can click on the report and preview it. Click on the tabs
Activate corporate cards on our organization and add cardholders
Published November 29th, 2022 by Elin Ivarsson
This applies to the following countries All countries With bank connection in Findity, you can connect the expenses to the company card. All purchases made with the card is automatically transferred into the service and to the correct user. Corporate cards are an additional service in the system that you can choose to connect to your organization.
Video - Card integration | Part 3 of 5: User view (Corporate payment liability)
Published January 12th, 2023 by Elin Ivarsson
This applies to the following countries Sweden Norway Denmark Finland Nordea First Card Real Time What does it look like in the app when a card transaction has been made and is added as an expense? Find out in this video.
Video - Activating bank integration (Nordea First Card Real Time) part 1 of 5
Published January 12th, 2023 by Elin Ivarsson
This applies to the following countries Sweden Norway Denmark Finland Nordea First Card Real Time Card integration | Part 1 of 5: Activating bank integration (Nordea First Card) Learn how to activate the Nordea First Card integration.
Video - Card integration | Part 5 of 5: User view (Personal payment liability)
Published January 12th, 2023 by Elin Ivarsson
This applies to the following countries Sweden Norway Denmark Finland Nordea First Card Real Time Find out the differences between corporate and personal payment liability and how personal payment liability is handled in the Findity expense management tool.
Can I as a user change the design of the app?
Published August 30th, 2022 by Elin Ivarsson
This article applies to the following countries All countries The design of the app and the logo are updated by your organization. You can contact your Findity administrators in your company regarding the design of your app.
What is the difference between an administrator and a user?
Published August 30th, 2022 by Elin Ivarsson
This applies to the following countries All countries User An user can register expenses, mileages and allowances (per diems) but can't do any settings for the organization that that effect anyone else. The user has no access to submitted reports on the organization. Administrator An administrator can register expenses, mileages and allowances (
I can't choose a specific project in my expense that I know that I should be able to choose. What do I do?
Published June 21st, 2023 by Elin Ivarsson
This applies to the following countries All countries This article is for you as a user who want to choose a project in your expense, but you can't find the specific project in your app, but the project is available on the webb. The first thing you can try to do is to try do log in and out one time in your app. To log out, click on the three
Were do I find terms of use and policys for Findity?
Published June 2nd, 2023 by Elin Ivarsson
This applies to the following countries All countries If you want to read more about Terms of use, Policys, Legal, Data Privacy, Information Security click here: https://www.findity.com/legal
Why do I need the chart of accounts?
Published August 30th, 2022 by Elin Ivarsson
This applies to the following countries All countries Findity will automatically assign your expenses an accounting account or a pay type. What you need to do is add your chart of accounts and / or your salary types which is necessary for the financial system or payroll system to be able to handle the expenses.
How do I make changes in the organization structure?
Published August 30th, 2022 by Elin Ivarsson
This applies to the following countries All countries This article is for you as an administrator that wants to add or delete departments on your organization structure. Start by going to the tab Settings - My organization - Organization structure. If you want to add a new department, press the Plus sign, choose a Name and Save your changes. To
How can I activate split expense?
Published October 26th, 2022 by Elin Ivarsson
This applies to the following countries All countries Click on the tab Marketplace tab and choose the Functions category. Click on Split expense Choose to Activate service. The function is now available for all users in your organization.
How do I import/set up new salary types?
Published November 16th, 2022 by Elin Ivarsson
This applies to the following countries All countries Click on the tab S ettings - Expense management - Integration - Salary types. You do now have the option to add Create new or you can Import/Export. If you want to Import new salary types you can choose to import from template or your own template. If you want to download all salary types cl
Temporary approver
Published August 30th, 2022 by Elin Ivarsson
This applies to the following countries All countries Temporary approver is a handy feature to handle vacations and time off for the approver. Depending on your organization's settings a temporary approver can be appointed by the approver, otherwise an administrator needs to appoint the temporary approver. Let's start with the setting options. Yo
When will the reimbursement come?
Published August 30th, 2022 by Elin Ivarsson
This applies to the following countries All countries Findity doesn't handle the payment. The payment is managed internally by your organization. Feel free to contact the administrators on your company, or your nearest manager about when the reimbursement will be made to you.
Where can I create a new expense category?
Published November 15th, 2022 by Elin Ivarsson
This applies to the following countries All countries Go to the tab Settings - Expense management - Expense categories - General expenses. Click on Add new category and update description, account, salary type and VAT%. Press Save when you are done with the settings.
Can I choose what should be mandatory for the user to add in the expense?
Published November 16th, 2022 by Elin Ivarsson
This applies to the following countries All countries If you want certain fields to be mandatory for the user to add before he/she submits the report, then add this setting: Go to the tab Settings - Expense management - Expense categories - Edit more input fields. Choose what should be Visible and what should be Mandatory for the user. Remember t
How can I get a reminder when there is reports to handle?
Published August 30th, 2022 by Elin Ivarsson
This applies to the following countries All countries Go to the tab Settings - Expense Management - Integrations. Click on the integration you have chosen for your organization (in the example below we use Fortnox as the integration). Mark the box Use review mode. In the box under When a report is ready for review, send a notification to, select y
How do I add yearly budget for a category?
Published November 15th, 2022 by Elin Ivarsson
This applies to the following countries All countries If you want all employees at your organization to have a maximum amount per year for a certain category, for example wellness, there is a setting that you can add in the system that keeps track of this. Add a yearly budget Click on the tab Settings - Expense management - Expense categories -
How can we create a template on our partner that we can use when we set up new organizations?
Published March 10th, 2023 by Elin Ivarsson
This applies to the following countries All countries Templates on your partner can be used to create an organization where the settings in the template are added directly. This function is smart to use if the organizations you add have same settings. In this way, you don't have to add the settings manually every time. You choose the template in t
Can I adjust the currency to be higher or lower when the user submits the report?
Published November 2nd, 2022 by Elin Ivarsson
This applies to the following countries All countries Exchange rate adjustments (%) We collect the currencies from https://openexchangerates.org/ and we take the currency for the day the purchase is made. If you want the rate to always be a certain percentage higher or lower, there is a setting you can add: Go to the tab Settings - Expense manageme
Settings for the integration Swish Payout
Published November 30th, 2022 by Elin Ivarsson
This applies to the following countries Sweden Swish Payout gives your company the opportunity to pay your users directly when a report is submitted. Before you start with the set-up for Swish, the reports under the tab Ready to send need to be handled so that tab is empty. When this is done, click on the tab Marketplace and activate Swish payout
What does the different entertainment types mean?
Published April 18th, 2023 by Elin Ivarsson
This applies to the following countries Sweden In the settings for entertainment expense, there are different types of entertainment to choose between. Mark the box next to the type you want the user to be able to choose. The system will calculate the cost that you can deduct automatically. Lunch and Dinner: There are two different types here. Th
What can we add under the tab Reports workflow and Advanced settings?
Published April 4th, 2023 by Elin Ivarsson
This applies to the following countries All countries If you go to the tab Settings - Expense management - Report workflow - Advanced settings, you will be able to choose this settings: Reporting currency - choose the reporting currency on your company. Exchange rate adjustment - This setting means that the percentage you add is automatically ad
Where can I change our company name?
Published November 15th, 2022 by Elin Ivarsson
This applies to the following countries All countries Go to Settings - My organization - Company details. Click on the field Name and change the name. Press Save when you are done.
We are a VAT-free organisation. How do I add it?
Published November 3rd, 2022 by Elin Ivarsson
This applies to the following countries All countries Go to the tab Settings - Expense management - Expense categories - General expenses. Unmark the checkbox to the right under the box Deductible VAT. Add 0 in the box for VAT%. Press Save when you are done.
Can I add/change the integration?
Published November 10th, 2022 by Elin Ivarsson
This applies to the following countries All countries Before you do any change with your integration you need to make sure the step Ready to send under Reports is empty. When it's done, you can start with the changes on your organization. Go to your organization and click on Settings, Expense management and then on Integrations. If you want to a
I forgot to choose the template when I created a new organization on our partner. Can I add it afterwards?
Published March 1st, 2023 by Elin Ivarsson
This applies to the following countries All countries Unfortunately that's not possible. The template needs to be added when the company is created.
How can we design our partner with our colors and logo?
Published March 10th, 2023 by Elin Ivarsson
This applies to the following countries All countries Start by switch to the Partner in the top meny. Click on the tab Design. Here you can choose the colors, icon, logotype and background image. You can also choose if your organizations should have the opportunity to change the icon and background image on their company. Mark the box if you don'
Where can I see which companies are connected to our partner?
Published March 10th, 2023 by Elin Ivarsson
This applies to the following countries All countries First you need to switch to the partner view in the top meny and then click on the tab Organizations. Here you can see all organizations that are connected to your partner.
Activate fuel benefits
Published January 12th, 2023 by Elin Ivarsson
This applies to the following countries Sweden This article describes how you can activate the function Fuel benefits on your organization. Go to the tab Marketplace and select the category Functions. Click on the box for Fuel benefits. Choose to Activate service. The function is now activated. We will move on to the settings now. Go to the tab
What happens to the history if I delete a user?
Published November 2nd, 2022 by Elin Ivarsson
This applies to the following countries All countries All submitted reports from the user will remain at the organization. Unsubmitted expenses will not remain when a user is deleted.
I have forgotten my password. What should I do?
Published October 14th, 2022 by Elin Ivarsson
This article applies to the following countries All countries When you're going to log in to the system and you have forgotten your password, you can choose to reset your password. At the login page, enter the email address that you have connected to the system. When the email address is entered, click Forgot password. An email with a link will now
How can I delete my user account in Findity?
Published October 11th, 2022 by Elin Ivarsson
This article applies to the following countries All countries Please contact your Findity administrator regarding the deletion of your user account.
What is marketplace?
Published November 16th, 2022 by Elin Ivarsson
This applies to the following countries All countries The tab Marketplace is a gathering point for all the additional services that are available in the system. You can search by category or in a free text field on the differente services. All columns that have a green checkmark are activated. To deactivate, click on that box and select deactivate
Can I connect my user with Kivra Kvitton?
Published November 2nd, 2022 by Elin Ivarsson
This applies to the following countries All countries Log in to Findity and click on Additional services in the left menu, there you will find an activation button for Kivra receipts. If you are unable to activate your account, it's because your organization hasnt' made the connection to Kivra on your company. In that case, I advise you to contact y
Can I change the names of the departments on our organization?
Published November 2nd, 2022 by Elin Ivarsson
This applies to the following countries All countries Go to the tab Settings - My organization - Organization structure. Click on the name that you want to change, then you can adjust the name and press Save.
How does the system work if you have multiple integrations?
Published November 7th, 2022 by Elin Ivarsson
This applies to the following countries All countries It's possible to add multiple integrations in Findity. Go to the tab Settings - Expense management - Integrations. Click on Add integration to choose between the different integrations. Before you make changes regarding the integration, the step Ready to send under Reports needs to be empty. I
How can I see the status of my submitted reports?
Published October 11th, 2022 by Elin Ivarsson
This article applies to the following countries All countries Click on the tabs below to learn how to see the status of your submitted reports in the app and on the web. App Click on the following icon at the bottom of the menu and then click on submitted reports. A new page will open and here you get an overview of all your reports. The status is
Activating bank integration (Nordea First Card Real Time)
Published January 17th, 2023 by Elin Ivarsson
This applies to the following countries Sweden Norway Denmark Finland With Corporate card Nordea First Card Real Time, are the transaction created directly on the user account in Findity when a purchase is made. The user update the transaction with the receipt image, and when the invoice is then sent from the bank it's matched with the transactio
How can I remove an accounting consultant from an organization?
Published March 1st, 2023 by Elin Ivarsson
This applies to the following countries All countries First, you need to change view to the Partner view at the top of your page. The next step is to click on the tab Organizations and on the pen below Edit on the organization you want to remove the consultant from. Choose to Delete the consultant by clicking on the trashcan on the right side of
What operating systems do we support for iOS and Android?
Published June 21st, 2023 by Elin Ivarsson
This applies to the following countries All countries To use Findity app in your mobile you need to use an operating system that we support. In this article we list which operating system we support for iOS and for Android. iOS If you use iOS, you need to have the operating system iOS 10 or higher. Android If you use Android, you need
How do I cancel the connection to corporate cards on the organization?
Published November 3rd, 2022 by Elin Ivarsson
This applies to the following countries Sweden Step 1: You need to contact our bank about the connection to the user should be removed and no more transactions should be sent. Step 2: In Findity you can remove the settings on the user. Go to the tab Corporate card and click on the tree dots on the right side of the page. Choose to Delete.
How do I manage users?
Published August 30th, 2022 by Elin Ivarsson
This applies to the following countries All countries Go to the Organization and click on the tab Users. Add user Click on Add users to invite a new user. Add the e-mail, name and permission level of the new user. Click on Invite when you are done. If you want to wait to send an invitation e-mail, uncheck the box Send invitation email to the liste
Corporate cards reports should only be send to the accounting recipient. How do I add that setting?
Published November 15th, 2022 by Elin Ivarsson
This applies to the following countries All countries Go to the tab Settings - Expense management - Integrations. Choose where to send corporate card reports by marking the box. In this example we have chosen corporate card to be sent to the integration SIE-file.
How can I add an accounting consultant to an organization?
Published March 1st, 2023 by Elin Ivarsson
This applies to the following countries All countries First, you need to change view to the Partner view at the top of your page. The next step is to click on the tab Organizations and on the pen below Edit on the organization you want to add the consultant to. Choose to +Add accounting consultant. Add all information and choose to +Add. The c
Can I, as an administrator delete an expense in a submitted report?
Published November 7th, 2022 by Elin Ivarsson
This applies to the following countries All countries Add the settings It's possible to delete a submitted expense if you have the setting Ready to send. This article describes how you add the step Ready to send You also need to activate Allow Administrators to edit reports. Go to the tab Settings - Expense management - Report Workflow. Mark the
What is the difference between a partner administrator and a accounting consultant?
Published March 1st, 2023 by Elin Ivarsson
This applies to the following countries All countries The difference between Partner administrator and Accounting consultant is that as a partner administrator have access to all companies that are listed on your partner. As a consultant you can only see the companies you are a consultant for. Only the Partner administrator can add new companies a
How do I register a mileage?
Published August 30th, 2022 by Elin Ivarsson
This applies to the following countries All countries To register a mileage press the Plus-button and choose New mileage. Once your done add the mileage to an expense report and send it in for reimbursement. App Press the Plus button at the bottom Choose New mileage Fill in relevant fields. Depending on your organization's settings and country, a
What is the difference between expense and expense report?
Published June 2nd, 2023 by Elin Ivarsson
This applies to the following countries All countries In this article we will describe the difference between the name Expense and Expense report in the system. Expense When the user register an expense in the system, it will be saved as an unsubmitted expense. The word "expense" in Findity is a collection of words for all kinds of expenses t
How do I add the tab "Ready to send" under reports?
Published November 7th, 2022 by Elin Ivarsson
This applies to the following countries All countries This setting give you, as an administrator the opportunity to review all reports before you submit and generat the file. You can also do changes the report or send it back to the use, or for approval again. Go to the tab Settings - Expense management - Integration. In this example do we have
Can I download the generated file somewhere at the organization?
Published November 10th, 2022 by Elin Ivarsson
This applies to the following countries All countries You can go to the tab Reports and click on the tab Files. Here is all generated files listed and you can choose to download or show the PDF summary.
Will the system know if the same expense were registered more than once?
Published August 30th, 2022 by Elin Ivarsson
This applies to the following countries All countries Yes, when a user submits a report containing two or more similar expenses, the approver will get a warning of this. It is advised to have an extra look before approvning the expenses.
How can I as an administrator change the currency or the exchange rate in a submitted report?
Published November 2nd, 2022 by Elin Ivarsson
This applies to the following countries All countries Currency Unfortunately, there is no way to change the Currency in a submitted report. You need to click on the three dots on the right side of the page and choose to Send back to user if you want the currency to be changed. The user can then adjust the currency in the report and submit the report
What should I do with my physical receipts?
Published August 30th, 2022 by Elin Ivarsson
This applies to the following countries All countries Findity can't answer this question unfortunately. You need to contact your organization internally regarding that question. You can contact your nearest manager or the administrators on your company for answers on where you should send your physical receipts.
Can I email my receipts to Findity?
Published October 14th, 2022 by Elin Ivarsson
Yes, if you receive an receipts by e-mail you can easily forward those to the e-mail address below: expense@findity.com Just make sure that you send your receipt from an e-mail address that is linked to your account. You can add more e-mail addresses in the Settings view. When the receipt has been processed an expense will automatically be created
Can I add a setting with how many expenses the user can register in a report?
Published September 20th, 2022 by Elin Ivarsson
This applies to the following countries All countries Go to the organization and click on the tab Settings. Choose the tab Settings - Expense management - Report workflow - Advanced setting Enter the number of expenses that are maximum for the users in an report For example: If an organization has enter that two is the maximum number of expenses
Can I split an expense into two separate expenses?
Published October 26th, 2022 by Elin Ivarsson
This applies to the following countries All countries Split expense must first be activated on the organization by the administrators. If you don't have the opportunity to split expenses, we advise you to take it further internally with your organization. When it is activated and ready, you as a user will get a choice Split in your expense. The expe
How do I add the tab "Paid" under reports?
Published November 7th, 2022 by Elin Ivarsson
This applies to the following countries All countries Go to the tab Settings - Expense management - Reports workflow. Mark the box on the left of Use payment documentation. You do now have the option to mark reports as paid from Reports and the tab Sent to the tab Paid.
How can I delete an expense that is created on my user?
Published October 19th, 2022 by Elin Ivarsson
This applies to the following countries All countries This article describes how you as a user can delete an unsubmitted expense. Submitted expenses can't be deleted. If you want to delete a submitted expense, contact your manager or the administrators in your organization. Web If your expense is saved in a report, follow this guide to delete you
How do I add an expense?
Published August 30th, 2022 by Elin Ivarsson
This applies to the following countries All countries To add an expense you press the Plus-button and choose New expense in the pop up menu. If you're using the Findity mobile app the camera will open and you can take a photo of the receipt, otherwise attach the receipt into the expense view and fill in mandatory and relevant fields. Verify that t
Why can't I submit my report? The system says that a picture of the receipt is required, but I have already added that.
Published October 11th, 2022 by Elin Ivarsson
This article applies to the following countries All countries Did you add the picture as an attachment? If that's the case you will receive an error message that the image is missing. This article shows how to add the image to the app and the web. Web The picture needs to be uploaded under the field Basis for expense (receipt). Delete App In the ap
How can I add an attachment to my expense in Findity?
Published September 22nd, 2022 by Elin Ivarsson
This article applies to the following countries All countries In your expense can you choose to add an attachment connected to the expense. Please note that this is only available for expenses and not for mileage, subsistence allowance, and benefits. App Click on your expense. Scroll down to the bottom of the expense to add the attachment and click
How do I register a foreign receipt?
Published August 30th, 2022 by Elin Ivarsson
This applies to the following countries All countries Add foreign receipt A foreign receipt is registered as any other receipt. Read more in this article how you can add an expense on your user account both in your app and also on the webb: how do I add an expense In the tabs below will we show how to handle foreign receipt. App In the app view,
Why are my expenses not approved?
Published August 30th, 2022 by Elin Ivarsson
This applies to the following countries All countries The approval is handled by your organization. You can contact your administrators internally to see the status of your report and when it will be approved. Who approvs my report? If you are unsure about who is your approver, read more about it here: information about who is approver Have I su
When I register a subsistence allowance, food and accommodation choices don't appear. What goes wrong?
Published October 14th, 2022 by Elin Ivarsson
This article applies to the following countries All countries Click on the tabs below to learn which values you need to add to be able to add food and accommodation choices in the app and on the web. Web Domestic allowance In the case of a domestic allowance, you need to add all dates and times to be able to add Food and accommodation. Internation
How do I make a user an administrator?
Published August 30th, 2022 by Elin Ivarsson
This applies to the following countries All countries Go to Users Click the user you want to make an administrator In the popup, scroll down to "Administrator" and tick the box Press Save at the bottom.
How do I manage payment methods for the users?
Published August 30th, 2022 by Elin Ivarsson
This applies to the following countries All countries An organization can have multiple payment methods. The payment method controls the account to be credited for the expense. For example, it may be "Corporate card" and "Private expenses" which respectively is connected to the correct account in the bookkeeping. Go to the tab Settings - Expense M
How do I manage my transactions from Nordea First Card Real Time?
Published January 25th, 2023 by Elin Ivarsson
This applies to the following countries Sweden Norway Denmark Finland This article is for you, as a user in Findity, that receive your transactions to your user account automatically when you make a purchase with your Nordea First Card. Feel free to watch this videos regarding transactions from Nordea: First card - organization has liability Fir
I miss the receipt for my expense. What should I do?
Published August 30th, 2022 by Elin Ivarsson
This applies to the following countries All countries Unfortunately Findity can't answer this question. Please contact your organization internally. They can help you how you should manage your expense and receipt.
One of my expenses relating to a company card was not automatically matched. What could be the reason for that?
Published October 11th, 2022 by Elin Ivarsson
This article applies to the following countries All countries Every night the system makes an attempt to match the expense to the transaction when it is sent from the bank. Certain criteria must be fulfilled for the automatic matching to work, we list those here: The expense (receipt image) needs to be saved under unsubmitted outlays The expenses mu
How do I fill in IBAN and BIC number?
Published August 30th, 2022 by Elin Ivarsson
This article applies to the following countries All countries If your company has a report recipient that requires you to add your IBAN/BIC, you will have to add this in the settings in your user account. The IBAN/BIC number that you add should be for the bank account that you want the reimbursement to. If you don't know your IBAN/BIC, please check
How can I allow access to the camera in the app?
Published October 10th, 2022 by Elin Ivarsson
This article applies to the following countries All countries Go to the settings on your phone. Scroll down or search for the Findity app. Click on the app and then choose to give access to the camera.
How do I change the logo and background image?
Published August 30th, 2022 by Elin Ivarsson
This applies to the following countries All countries Go to the tab Settings - My organization - Design. Press on Change logo and Change picure to change the settings. Press Save when you are done.
How do I change my notifications preferences in the app?
Published August 30th, 2022 by Elin Ivarsson
This article applies to the following countries All countries Under the settings on your phone can you scroll down to the app "Findity" (or search for "Findity"). Click on the app and go to the notifications tab. There you can choose whether notifications should be on or off in the app. See an example from an iPhone:
My expenses have been sent to the wrong approver. How do I change that setting?
Published October 11th, 2022 by Elin Ivarsson
This article applies to the following countries All countries The settings regarding approvers are managed by your organization. You can contact the administrators/your manager regarding the change of attestant.
How do I change my e-mail address?
Published August 30th, 2022 by Elin Ivarsson
This article applies to the following countries All countries Under the tab Settings on your user account, there can you click on the pen next to the e-mail address field to change your e-mail address.
Can I have the same email address linked to several different organizations?
Published August 30th, 2022 by Elin Ivarsson
This article applies to the following countries All countries Yes, you can be invited as a user to several different organizations with the same email address. Click on the tabs below to learn how to switch to another company in the app and on the web, if you are registered with the same email address in several companies. Web To change the company
Can I turn off e-mails that are sent to me from your service?
Published August 30th, 2022 by Elin Ivarsson
This article applies to the following countries All countries In your Private mode, go to Settings and uncheck the box next to Receive all expense-related emails from the service. This setting is only available in our web version.
How do I delete our organization in Findity?
Published November 2nd, 2022 by Elin Ivarsson
This applies to the following countries All countries Before you delete your organization, we advise you to check: That all users have submitted all the expenses from their Private mode that they wish to submit That all reports that should be submitted at organization level have been submitted That all reports that you wish to save have been downlo
What does the "to do" list mean on my user?
Published October 25th, 2022 by Elin Ivarsson
This applies to the following countries All countries The To do tab refers to events that you need to manage in the system. It could be, for example, a report to be approved, or attach an expense if you belong to several different organizations. When you have completed an event, then it is moved from To Do -> Done
Can I download a list of all users on the organization?
Published November 10th, 2022 by Elin Ivarsson
This applies to the following countries All countries Go to the tab Users and choose to Export users. An Excel file is now downloaded in your browser and you can open and save it on your computer.
Where can I add my personal identity number?
Published August 30th, 2022 by Elin Ivarsson
This article applies to the following countries All countries You can add your personal identity number in the app and in the web version. Click on the tabs below to learn how to add it. Web In your Private mode, go to Settings and click on Change personal id. A new window will open where you can type in your personal identity number and Save the
Can I e-mail my receipts from several different e-mail addresses?
Published October 25th, 2022 by Elin Ivarsson
This applies to the following countries All countries It's possible to add several different e-mail addresses linked to your user. Follow the instruction below to add the setting on the web or in the app. Receipts can only be e-mailed from an email that's linked to your user account Web Go to the tab Settings and click on the plus sign at Addition
How can I use Findity on my phone?
Published October 20th, 2022 by Elin Ivarsson
This applies to the following countries All countries iPhone Go to your Appstore and download the app Findity Delete Android If you use an Andriod, go to Google play to download the app Findity Delete
How do I change the voucher series?
Published August 30th, 2022 by Elin Ivarsson
This applies to the following countries All countries Go to the tab Settings - Expense management - Integrations. Click on the report recipient (for example Fortnox accounting). In the popup setting box, scroll down to Voucher series and select in the list. If you use Fortnox as your integration, the voucher serier needs to be selected as manually
How do I announce which bank account I want the payment to?
Published August 30th, 2022 by Elin Ivarsson
This article applies to the following countries All countries Please check with your organization's Findity administrators if it is necessary to add your bank account number in Findity. Click on the tabs below to learn how to add it in the app and on the web. Web You can enter your bank account number under Settings in Private mode. Delete App Clic
How do we activate Paymentfile ISO 20022?
Published April 14th, 2023 by Elin Ivarsson
This applies to the following countries All countries It's possible to add the integration Paymentfile ISO 20022 in Findity. Before you start with the set-up, it's important that you get in contact with your bank if it's possible to activate the integration. Different banks have different rules for when and how the ISO20022 format can be used. Fi
Does Findity automatically analysing the receipt?
Published August 30th, 2022 by Elin Ivarsson
This applies to the following countries All countries If you have activate the setting Enable automatic analysis of receipts on your user account and the tab Settings, Findity will analys your expense and automatically add amount, VAT, date and category. Make sure to dubbelcheck that every row in your expense is correct before you submit your rec
Where can I find the verification number for the receipt?
Published October 18th, 2022 by Elin Ivarsson
This article applies to the following countries All countries Click on the tabs below to learn how to find the verification number for your receipt in the app and on the web. App When you open the app and click to add a new expense, a number will appear in the camera view when you're going to take a photo of your receipt. This number is your contro
How do I approve a submitted report?
Published April 4th, 2023 by Elin Ivarsson
This applies to the following countries All countries When the user submit a report, you will have the opportunity to approve or reject the hole report or some expenses. This article describe how you approve or reject in your app and on the web. App When a report is send from the user, you will receive an email about the report and a notification
I am missing a transaction on my user that I made with the company card. Has it not been sent from the bank yet?
Published October 25th, 2022 by Elin Ivarsson
This applies to the following countries Sweden The transactions from the bank are automatically sent to Findity during the night (this dosen't apply to realtime transcations). If you are missing a transaction, it may be because the amount is reserved at the bank and has not been sent yet. Please wait a few more days.
Where do I log in to the web?
Published October 20th, 2022 by Elin Ivarsson
This applies to the following countries All countries Click here to sign in: Log in
Where do I add the list of participant for a representation?
Published October 20th, 2022 by Elin Ivarsson
This applies to the following countries Sweden This article describes how you can add participants for a representation in the app and on the web. App In your expense, add the participants at the bottom of the page. Press plus to add more or minus to remove. If you have saved the participants in a file, then you can choose to attach the guest lis
How do I delete an expense?
Published August 30th, 2022 by Elin Ivarsson
This article applies to the following countries Insert your text here This is how you can delete an expense in the app or on the web. You can not adjust or delete expenses that already have been submitted. This action is only possible with expenses that have not been submitted. App Is your expense already saved in an expense report? Then click on t
Where do I add my e-mail as a recipient when reports is available to be handled at the organization?
Published November 3rd, 2022 by Elin Ivarsson
This applies to the following countries All countries Go to the tab Settings - Expense management - Integrations. Click on your integration (in this example we have SIE-file as an integration). Go to the field When a report is ready for review, send a notification to, and then choose the user. Press Save when your done. The user that is selected
I missed the e-mail about activating my user. Can you send it to me again?
Published October 25th, 2022 by Elin Ivarsson
This applies to the following countries All countries Have you checked if the e-mail ended up in your junk folder? If not, I advise you to contact the administrators at your organization. They can send you the activation email again.
How can we add the expense category Abroad purchase expense?
Published May 3rd, 2023 by Elin Ivarsson
This applies to the following countries All countries With the setting Abroad purchases, your company will get the opportunity to choose total VAT that should be registreted on the users expense. In this example below we have added 25% for VAT. The total VAT will be calculated based on the users amount of the expense. To add the setting, start
Can I use the proxy setting in the app?
Published September 22nd, 2022 by Elin Ivarsson
This applies to the following countries All countries No, unfortunately the function only works on the web.
How do I add new partner administrators to our partner?
Published August 30th, 2022 by Elin Ivarsson
This applies to the following countries All countries To add a new administrator to your partner, you need to contact Findity's support (support@findity.com). Unfortunately, you can not add and remove administrators on your partner yourself.
I made a mistake in my expense, how can I get my report back so I can make the changes?
Published August 30th, 2022 by Elin Ivarsson
This applies to the following countries All countries When you have submitted your report, it will not be possible to make changes in the report or any expenses. If you accidentally submitted a report, please contact your organization internally. The administrators on your company can help sending the report back to your user. If you are unsure i
How do I switch between private mode and organization?
Published August 30th, 2022 by Elin Ivarsson
This applies to the following countries All countries To have access to the organization mode where it's possible add user, change settings and handle sent in reports. It is only administrators that have access and access is only possible through web browser. To get to the organization mode click on Private mode at the top. Then choose Organization
How can I change an incorrect invited user/email?
Published September 22nd, 2022 by Elin Ivarsson
This applies to the following countries All countries Go to the tab User. Click on the three dots on the right side of the page and then select D elete user. When the incorrect email address has been removed, you can re-invite the correct one by selecting A dd users.
How is representation calculated in Findity?
Published April 4th, 2023 by Elin Ivarsson
This applies to the following countries Sweden Representation rules are built into the system so that you as an administrator, or the user, don't have to do that calculation manually. In the expense, the user enter the total Amount, VAT, the Type of representation and enter the number of guests. When this is filled in, the service will then calcul
How do I manage my fuel benefit?
Published October 26th, 2022 by Elin Ivarsson
This applies to the following countries Sweden Every month, a new fuel benefit period is created on your user. The period can't be submitted until the current month has passed. Add the Odometer start and Odometer end in the fuel period. The settings can be different on different organizations. For example, at some organizations, the administrators
Is there a balancing report that I can download in the system?
Published November 10th, 2022 by Elin Ivarsson
This applies to the following countries All countries Go to the tab Dashboard on the organization and the field Balancing report. Add From and To date and choose if you want to include unsubmitted reports, or not. Then click on Generate report. When the report has been created, you will receive an e-mail with information that the report is availab
How can I see if a user has activated their account?
Published June 21st, 2023 by Elin Ivarsson
This applies to the following countries All countries When you add a new user on your organization and send the invite, the user will receive an invite to the system by e-mail. To activate the account, they need to follow the activation-link in the e-mail. You as a administrator can easy see who has activated the account and who has not activ
How can I connect our organization with Kivra Kvitton
Published November 2nd, 2022 by Elin Ivarsson
This applies to the following countries All countries Click on the tab Marketplace and select the category Digital receipts. Click on Receipts in Kivra and Activate service.
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