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This article 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 Tab Body Web When a report is send from the user for approval, you will receive
This article applies to the following countries All countries Start by switch to the Partner in the top menu. 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
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
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 per diem, 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 categories - Per
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.
This article applies to the following countries All countries In this article, we will go through what is good to keep in mind when adding an accounting integration for the first time, and what settings are needed for an accounting integration to work. Let's start with adding the integration. Go to the tab Settings - Expense management - Inte
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 this example below from iPhone:
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
This article applies to the following countries All countries In your expense, you can choose to add an attachment linked to the expense. Please note that this is only possible for expenses and not for mileage allowances and benefits. Click on the tabs below to read more about how to add an attachment in the app and on the web. Web Scroll to t
This article applies to the following countries All countries Click on the tabs below to learn how you can see if your expenses have been submitted or not in the app and on the web. App Click on the tab Expenses in the app. Under this tab there is different categories for the reports and expenses. The text below describes the various tabs and
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
This article 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 exp
This article applies to the following countries Helpjuice Success Callout Body 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 re
This article 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 templ
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.
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
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
This article applies to the following countries All countries This article is for you who are partner administrators and want to disconnect or delete an organization in Findity. Disconnect an organization from your partner If you want to disconnect an organization from your partner without removing it completely, for example if the organization ar
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
This article applies to the following countries All countries This article is for administrators with users using fleet management. The following text in this article will describe how a report containing fleet management will look like when the users submit it to the organization. Administrator view: To activate fleet management, click here
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
This article applies to the following countries All countries As the headline say: Why are we missing the dimension in our output file? I can see it in the users report. This article is for companies who already has dimensions uploaded on your organization but missing the field in the report. Start by click on the the tab Settings - Expense m
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.
This applies to the following countries All countries If you have an accounting integration, you will have the opportunity to add Payment methods. Organizations 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 respectivel
This article applies to the following countries Norway Sweden (coming soon) Denmark (coming soon) Go to the tab Marketplace and choose the category Fleet management. Click on the box for Scandinavian Road Tolls. Choose to Activate service. Mark the box next to accepting the cost increased and press Save. The service is now activated on
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
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
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. The same setting needs to be added on the category entertainment if you don't want VAT to
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.
This article applies to the following countries All countries This article is for organizations with several approver chains, and when the administrator wants to see which approver has the report for approval. Go to the tab Settings - Reports - For approval. Click on the three dots on the right side of the page and choose to click on Approval
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.
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
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
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
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 (
This article 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 of the app. Choose to create new mileage. Fill in relevant fields. Depending on your or
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
This article applies to the following countries All countries This article show how you, as a user, can see who approves your submitted expenses. App Tab Body Web Tab Body
This article applies to the following countries All countries App Click on the three lines at the top right. Click on the tab Settings. Under the field Language, choose which language you want to use in the app. Web You can change the language under the tab Settings on your user account (Private Mode). Click on the field Language to see wh
This article applies to the following countries All countries If you want to become a customer in Findity, click on this link Book a demo on our website (www.findity.com) and fill in the information in the fields. Your information will now be forwarded to Findity and you will be contacted by our sales team. If you want to know more about the
This article applies to the following countries All countries This columns are statistics over the organization. The numbers in the columns are updated every night. If the tab for Users is filtered on "Last three month" the shown number is the current number of users, minus the highest number for three months ago. The other tabs for Reports, Exp
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.
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.
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
This article applies to the following countries All countries Unfortunately that's not possible. The template needs to be added when the company is created.
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 -
This applies to the following countries All countries Before you can add own hours and amounts for one-day assignments for per diem, 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 your own hours a
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
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
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.
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.
This applies to the following countries All countries Please note that before disconnecting the corporate card, all of the user's transactions/corporate card reports should be handled. If your organization has manually managed the reports, they can be deleted. If they have not been managed, the user must submit them before the card connection can be
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.
This article applies to the following countries All countries This article will show how to delete a corporate card report that is not submitted yet by the user. Good to know: not billed reports is not possible to delete. Click on the tab Reports and Corporate card. Choose to click on the three dots on the right side of the page. A box with
This applies to the following countries All countries There is a function called Edit more input fields , which is useful when doing more advanced settings on expense categories, dimensions and so on. In this article we will go through some examples and instructions on what you can do with this function. Make a dimension mandatory (for all expen
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.
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
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.
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.
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
This applies to the following countries All countries Go to the tab Settings - Expense management - Expense categories - Per diem 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 for one-day assi
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. In this file, you can either update already existing users, for example, if you want to modify or add details such as Department, Cost Center, or other
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
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.
This article applies to the following countries All countries Delete consultant in Findity 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 Administrators and consultants, choose Consultants and then click the three dots to the right. After clicking the three dots, you get the follow
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
This article applies to the following countries All countries The setting Report groups gives your company the opportunity to divide the reports under the tab Ready to send into several different groups, if your company manage many reports and want to split this up under this tab. First you need to add the setting Use review mode, reade more h
This article applies to the following countries All countries Read more about Expense API Are you interested of building your own custom expense management solution using our Expense API? Click on this link to read more and ask questions about this solution: Expense API Developer Portal If you want do discover how to build your own expens
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.
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
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
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
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
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
This article applies to the following countries All countries If your organization uses dimensions with preset values on user level, you can set the dimension values when you add/import users. Let’s take a look at a few possible scenarios. Scenario 1: New organization without users Here’s a newly created organization that has no users yet.
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
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
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
This article applies to the following countries All countries In this article, we will go through what is good to keep in mind when adding a salary integration for the first time, and what settings are needed for a salary integration to work. Let's start with adding the integration. Go to the tab Settings - Expense management - Integrations
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.
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
This applies to the following countries All countries This article is for you as a administrator, that want to set up per diem on your organizations settings. In this example the organization use an integration to both salary and accounting. Add the category Per diem Start by click on the tab Settings - Expense management - Expense categori
This article applies to the following countries Norway Sweden (coming soon) Denmark (coming soon) To use Scandinavian Road Tolls on your user, your company needs to activate the service on your organization. When it is activated you will have a new option on your user account under the tab Settings and the option Using AutoPASS for road toll
This applies to the following countries All countries Yes! 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
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
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
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.
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.
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.
This article applies to the following countries All countries Add foreign receipt A foreign receipt is registered as any other receipt. In the tabs below will we show how to handle foreign receipt. App After you have created a new expense in the app, you need to add the amount, VAT and currency. If the rate does not match your purchase, click
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
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
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
This article applies to the following countries All countries To add a new administrator to your partner, go to Partner view and click on the Administrators and consultants button in the list on the left and then Add administrator.
This applies to the following countries All countries If you click the tab My organization - Company details, there is a setting called Country and Language. The following text describes the differens between this settings. Country: The tab Country shows how personal ID numbers are validated on the user account. There are different syntaxes
This article applies to the following countries Norway To activate the function Passengers for Norwegian milage, start by click on the tab Settings - Expense management - Expense categories - Milage. Click on the arrow down on the right side of the page/category you want to add the setting to. Check the box under the field Selectable to add t
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.
This applies to the following countries All countries No, unfortunately the function only works on the web.
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
This article applies to the following countries All countries Add the settings Go to the tab Settings - Expense management - Expense categories - General expenses. Choose to Create new category and fill in the information in the line. In this example we have added a category for Rental car. Click on the cogwheel on the category. Mark the
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.
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.
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
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.
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
This article applies to the following countries All countries iPhone How can I use Findity on my phone? (New app) Android If you use an Andriod, go to Google play to download the app Findity
This article applies to the following countries All countries This article describes how you can delete an expense report in Private mode. It's only possible to delete the report when it's under your Unsubmitted expense reports. If you have expenses included in the report that you delete, the expenses will be moved to Unsubmitted expenses and no
This article applies to the following countries All countries This article describes how you can delete your expense report in the app and on the web. This is only possible when the report has not been submitted. If you have expenses included in the report you delete, the expenses will be moved out of the report and saved as unsubmitted expenses
This article 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 s and click Create 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
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,
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
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
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.
w This article will show you the new amounts for tax regulation 2024. If you want to read more about what you need to think about to update on organization level prior to a new year, click: here to read more. Click on the different tabs to see the regulation for that particular country. Sweden SWEDEN 2024 Entertainment Entertainment No changes
This applies to the following countries All countries The difference between Partner administrator and 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 and new cons
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
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.
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.
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.
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.
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
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 Administrators and consultants, then choose Consultants and finally click Add consultant. Add all the information and choose which organizations under your partner the user should b
This article applies to the following countries Sweden This article is for organizations with Swish as an activated integration. To add and activate the integration, see attached link: Click here The following text in this article will be questions and answers regarding Swish. Question: What happens if the user doesn't have/can't have Swish?
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