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Rickard Lindqvist
rickard.lindqvist@findity.com
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What is the difference between an administrator and a user?
Published August 30th, 2022 by Rickard Lindqvist
An user can register expenses, mileages and allowances (per diems) but can't do any settings for the organization that that effect anyone else. An administrator can register expenses, mileages and allowances (per diems) for themselves. In addition they can also make changes in settings that effects the whole organization, ie. change approvers, add d
Does Findity automatically interpret the receipt?
Published August 30th, 2022 by Rickard Lindqvist
Yes! When you make an expense in Findity and add the receipt Findity will automatically interpret the receipt and automatically add amount, VAT, date and category. It doesn't matter if you take a photo of the receipt, add an existing photo or add a file (e.g. a PDF).
Can I change settings after going through the Getting Started Guide?
Published August 30th, 2022 by Rickard Lindqvist
Yes you can always go to settings and change or add settings after you're done with the guide.
What are payment methods?
Published August 30th, 2022 by Rickard Lindqvist
Payment method gives you the opportunity to set different accounts to different payment methods. A payment method can e.g. be a company card or spending with a private card or cash. With payment methods, you can put all expenses made with a company card into a separate account in the bookkeeping and thus distinguish these expenses from the expenses
How do I add an expense?
Published August 30th, 2022 by Rickard Lindqvist
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 the Purchase date, Category, Amount, VAT and Currency is
How do I set up approvers?
Published August 30th, 2022 by Rickard Lindqvist
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
How do I register an entertainment?
Published August 30th, 2022 by Rickard Lindqvist
An entertainment is actually just another form of an expense. The difference is the category is defined as an entertainment (this is something an administrator does) and the entertainment box with Type and Attach guest list appears. You can read about making an expense in this article. What is specific to entertainment? Se instructions here: App On
Allow one user to register expenses for another user
Published August 30th, 2022 by Rickard Lindqvist
It is possible to let another user register expenses for you. An example might be an assistant registering expenses for the assistance's superior. Go to the User view in backend and find the user who is going to help someone else to register its expenses. Click Allow user to register expenses for others and search for the user who is going to get he
Why do I need the chart of accounts?
Published August 30th, 2022 by Rickard Lindqvist
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.
Temporary approver
Published August 30th, 2022 by Rickard Lindqvist
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
Can I add my private credit card or business card?
Published August 30th, 2022 by Rickard Lindqvist
Yes you can add both your private card, through the My Purchases-functionality, and your Business Card. This is offered as an add on service through the Marketplace. Contact the administrator at your company to see if its possible to add your card.
How do I register an expense for another user?
Published August 30th, 2022 by Rickard Lindqvist
You need to be registered as a proxy for the user you want to register an expense for. The administrator at you organization can help you. Se related article for instructions. Once your administrator is done registering you as a proxy log in to Findity web and click on Private mode at the top. There you can see the users you are allowed to register
How do I email my receipts?
Published August 30th, 2022 by Rickard Lindqvist
If you have recieved a receipt as an email or as an attachement to an email you can forward the email to expense@findity.com and Findity will automatically create an expense for you. You need to add an description on the expense and fill in other mandatory fields (depending on you organization's settings) to complete the expense. Add the expense to
How do I switch between different organizations
Published August 30th, 2022 by Rickard Lindqvist
As a user you can belong to more than one organization, thus being able to register expenses in multiple organizations. App To switch between organizations simply swipe the top image left or right . Which organization you're currently on is visible at the top of the screen. Delete Web To switch between organizations click on the name of the organiz
How much does Findity cost?
Published August 30th, 2022 by Rickard Lindqvist
You pay per user, which makes Findity very flexible as you can scale up and down according to your needs. To see the current price picture and our various offers go to https://www.findity.com/sv/pris .
How do I set up organization structure?
Published August 30th, 2022 by Rickard Lindqvist
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 term we will use in this article. So let's start with or
How do I make an expense in the Findity App?
Published August 30th, 2022 by Rickard Lindqvist
Download the app from Apple App Store or Google Play.
Are the users invited immediately when I add them?
Published August 30th, 2022 by Rickard Lindqvist
Yes, when you add a user, an invitation email is sent to the email address specified on the user. The email contains instructions for how the user should activate and access Findity.
How do I register a foreign receipt?
Published August 30th, 2022 by Rickard Lindqvist
A foreign receipt is registered as any other receipt. As seen in this example the currency is Brittish pounds but the organization's default currency is Swedish Krona. Therefor a new field, Exchange rate, is visible. Findity will automatically, using daily updated exchange rates, transform your expense to the correct currency in the expense report.
How do I become a customer?
Published August 30th, 2022 by Rickard Lindqvist
You can start using the service immediately by using our getting started guide. Plus, you get a 30-day free trial. Get started here! At the moment a free trial and the getting started guide is only offered to Swedish companies. If you would rather book a demo and talk to someone at Findity, do it here .
How do I switch between private mode and organization?
Published August 30th, 2022 by Rickard Lindqvist
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 and you're done.
How do I register a mileage?
Published August 30th, 2022 by Rickard Lindqvist
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, available fields may vary. Filling in which address you s
How do I submit my expenses?
Published August 30th, 2022 by Rickard Lindqvist
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 comment and preview the report. It's possible to create an
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