Contact Us
If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.
Jennie Wirdemo
jennie.wirdemo@findity.com
0
Article
Last Month
How can I get a reminder when there is a report to handle?
Published August 30th, 2022 by Jennie Wirdemo
Go to Settings and Expense management Click the recipient below Integrations Tick the box Use review mode In the box below When a report is ready for review, send a notification to, choose your e-mail address.
How do I manage projects for the users?
Published August 30th, 2022 by Jennie Wirdemo
Go to Settings and Expense management Click Dimensions To activate projects, click the three dots on the far right and Edit configuration and select on which level Project should be active Click the three dots on the far right and Edit values Here you can create new projects by clicking Create new and delete existing ones by clicking the trash can o
How do I make changes in an expense report?
Published August 30th, 2022 by Jennie Wirdemo
First of all, make sure your organization's settings are letting you as an administrator edit reports. Go to Settings and Expense management Click Reports workflow Click Allow administrators to edit reports. Then edit the report. Go to Reports Find the report you're going to edit (Note: you're not able to edit the report once it's been handled and m
How do I change mileage amounts?
Published August 30th, 2022 by Jennie Wirdemo
Go to Settings and Expense Management Go to Expense categories and click Mileage Click the arrow at the right next to the category you wish to adjust Adjust the amounts and click Save.
How do I turn off VAT for the organization?
Published August 30th, 2022 by Jennie Wirdemo
Go to Settings and Expense management Go to Expense categories and click General expenses Uncheck the box Deductable VAT on all categories Click Save. It will still be possible for the user to state VAT, although no VAT will be shown in the accounting.
How do I manage cost center for the users?
Published August 30th, 2022 by Jennie Wirdemo
Locate the settings for cost center: Go to Settings and Expense management Click Dimensions Click the three dots on the far right and Edit configuration. Here you can choose: the level that cost center should be active at - or deactivate cost center default cost center values for users how the user can select cost center (list, searchable list, text
How do I make changes in the organization structure?
Published August 30th, 2022 by Jennie Wirdemo
Go to Settings and My organization Go to Organization structure By clicking the +, you can add new departments To make a sub-department, simply click the + next to department Don't forget to select departments for the users.
How do I change the logo and background image?
Published August 30th, 2022 by Jennie Wirdemo
Go to Settings and My organization Go to Design
Will the system know if the same expense were registered more than once?
Published August 30th, 2022 by Jennie Wirdemo
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 do I make a user an administrator?
Published August 30th, 2022 by Jennie Wirdemo
Go to Users Click the user you want to make an administrator In the popup, scroll down to "Administrator" and tick the box Click Save at the bottom.
How do I manage payment methods for the users?
Published August 30th, 2022 by Jennie Wirdemo
Go to Settings and Expense Management On the Integration tab, scroll down the page At the bottom of the page you'll find Payment methods. By clicking Payment methods, you may add new or delete existing payment methods. Choose which account each payment method should be connected to. You may also choose personal payment methods. Tick the box to acti
How do I approve someone's report?
Published August 30th, 2022 by Jennie Wirdemo
When there is a report for you to approve, you will receive an email about this. This is how you certify the report in the app and the web: App Make sure you are logged in in Private mode Go to To do Click on the report by clicking A report needs your approval You now see an overview of the expenses. If you want to approve the report, click Approv
How do I change the voucher series?
Published August 30th, 2022 by Jennie Wirdemo
Go to Settings and Expense management Click the report recipient (e.g. Fortnox accounting) In the popup, scroll down to Voucher series and select in the list.
Load More