US English (US)
GB English (UK)
SE Swedish

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.

Please fill out the contact form below and we will reply as soon as possible.

  • Contact Us
English (UK)
US English (US)
GB English (UK)
SE Swedish
  • Home

For administrators

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.

Please fill out the contact form below and we will reply as soon as possible.

  • For users (New app)
    Get started - Users Settings - Users Expense and reports - Users Corporate cards - Users Other - Users What is new in the new app?
  • For users
    Settings – Users Expense and reports – Users
  • For administrators
    Get started – Administrator Settings – Administrator Expense and reports – Administrator Corporate cards – Administrator Other – Administrator
  • For Partner administrator
    Settings – Partners Consultant – Partners Other – Partners
  • Other
  • Videos
+ More

Get started – Administrator

  • I'm an administrator. How do we get started with Findity?

Settings – Administrator

  • How do I make changes in the organization structure?
  • Temporary approver
  • How do I set up approvers?
  • How do I set up the organization structure?
  • How do I change the voucher series?
  • How do I manage users?
  • How do I manage payment methods for the users?
  • How do I make a user an administrator?
  • How can I change an incorrect invited user/email?
  • Can I use the proxy setting in the app?
  • How can I activate split expense?
  • Can I adjust the currency to be higher or lower when the user submits the report?
  • Can I change the names of the departments on our organization?
  • Can I change the tax-free remuneration for mileage?
  • We are a VAT-free organisation. How do I add it?
  • I want to be able to switch to an other employee on our organization. How do I do that setting?
  • How do I, as an administrator handle foreign receipts?
  • Where do I add a default value/dimension on a user?
  • Can I add/change the integration?
  • How do I add one-day assignments for per diem?
  • How do I add yearly budget for a category?
  • Where can I create a new expense category?
  • How do I import/set up new salary types?
  • Can I choose what should be mandatory for the user to add in the expense?
  • "Manage input fields" - settings for categories, dimensions and validations
  • How to set up per diem/compensation for travel time
  • Settings for the integration Swish Payout
  • Activate fuel benefits
  • Activate Fleet management
  • How do I manage Reminders?
  • How do we activate meal benefits?
  • How do I turn off VAT for foreign receipts?
  • How do I add my e-mail as the report recipient?
  • Can I download a list of the accounts that are available on our organization?
  • How do I set up Dimensions?
  • How is representation calculated in Findity?
  • I want to be able to add the accounting date for submitted reports. How do I add this setting?
  • What can we add under the tab Reports workflow and Advanced settings?
  • How do I change our salary type for VAT?
  • How can I change the salary type or the account on the expense category?
  • How do I change our tax account number?
  • How do I delete an expense category?
  • How do we activate Paymentfile ISO 20022?
  • Can I add a taxable part per day (in addition to non-taxable part) for per diem?
  • Custom hours and amounts for Enable one-day assignments
  • What does the different entertainment types mean?
  • How do we set up an Excel recipient?
  • How can we add the expense category Abroad purchase expense?
  • We want to have approval according to cost centers or department structure that is preset on the user. How do we do this set up step by step?
  • We have the setting "Do not use tax accounting for abroad purchases" but the tax amount is still in the user's report?
  • How do we retrieve most recent data from our integration?
  • How do we set up per diem?
  • Swish integration - questions and answers
  • Import dimensions on users
  • I want to add an accounting integration, what do I have to think of after adding it?
  • I want to add a salary integration, what do I have to think of after adding it?
  • Can I add a maximum amount for a specific expense category?
  • Why are the dimensions values missing in our output file? It’s added in the users report
  • How do we add a deductible part of VAT for example rental car?
  • How do I activate Scandinavian Road Tolls on our organization?
  • How do I activate the setting "Passengers" for Norwegian mileage?
  • How do we add report groups under the tab "Ready to send"?
  • How do I enable the feature to submit expenses without a report for the organization?
  • Carbon Footprint - Track your organization’s CO₂ emissions

Expense and reports – Administrator

  • Will the system know if the same expense were registered more than once?
  • How can I get a reminder when there is reports to handle?
  • Can I add a setting with how many expenses the user can register in a report?
  • How can I as an administrator change the currency or the exchange rate in a submitted report?
  • Where do I add my e-mail as a recipient when reports is available to be handled at the organization?
  • How do I add the tab "Paid" under reports?
  • How does the system work if you have multiple integrations?
  • Can I, as an administrator delete an expense in a submitted report?
  • How do I add the tab "Ready to send" under reports?
  • Can I download the generated file somewhere at the organization?
  • Can I move back a report from the tab Sent to Ready to send?
  • I made a change in the approval structure but the submitted report is still for approval at the old approver?
  • How do I send a submitted report back to the user?
  • How do I manage reports under the tab Ready to Send?
  • I want to resend a report to our recipient but it has already gotten a verification number in Findity. How do we do then?
  • How can I see which approver has the report for approval?
  • How do I handle the users reports containing fleet management?
  • Can I upload a user guide with the company's policy and instructions for expense reporting?

Corporate cards – Administrator

  • How do I cancel the connection to corporate cards on the organization?
  • What does the tab corporate card under reports mean?
  • Corporate cards reports should only be send to the accounting recipient. How do I add that setting?
  • Activate corporate cards on our organization and add cardholders
  • Activating bank integration (Nordea First Card Real Time)
  • Can a user have more than one connected corporate card?
  • A user has marked a corporate card transaction as private, what does this mean?
  • How do i delete a corporate card report?
  • Card management - how do I connect the card to the user?

Other – Administrator

  • How do I switch between private mode and organization?
  • How do I delete our organization in Findity?
  • How do I change the logo and background image?
  • How can I connect our organization with Kivra Kvitton
  • What happens to the history if I delete a user?
  • Under the tab dashboard there is a overview with different columns of information. What do these mean?
  • Is there a balancing report that I can download in the system?
  • Can I download a list of all users on the organization?
  • Where can I change our company name?
  • What is marketplace?
  • Can I resend the invitation email to the user?
  • Where can I see which integrations that are available to choose?
  • As an administrator, can I download a summary of how many kilometers an employee has driven during a certain period?
  • How can I see which approvers that have approved a particular user's reports? Without opening a preview of all reports
  • As an administrator, can I retrieve a summary of how much a user has used a specific expense category?
  • How can I see if a user has activated their account?
  • What is the difference between "Country" and "Language" under the tab Company details?
  • What do I have to think of when using the data sheet in the balancing report? How do I filter to get the data I want?
  • How do we embed our expense management plattform using the Expense API?

Popular Articles

  1. How does the system work if you have multiple integrations?
  2. How do I manage reports under the tab Ready to Send?
  3. Is there a balancing report that I can download in the system?
  4. How do I set up approvers?
  5. How do I set up Dimensions?
  6. How do I add the tab "Ready to send" under reports?
  7. I'm an administrator. How do we get started with Findity?
  8. How do I manage users?
  9. How do I manage payment methods for the users?
  • Product
    • Expense claims
    • Per diem
    • Mileage
    • Integrations
    • White label
    • Reseller
  • Partner solution
    • Accounting & Payroll
    • Financial Software
    • Card Providers
  • Why Findity
    • Contact
    • Newsroom
    • Careers
  • Resources
    • Blog
    • Integration & API
    • Terms of Use
  • Pricing
    • Pay per user, not by license. Scale up and down as you need.
  • Facebook
  • LinkedIn
  • Privacy policy
  • Privacy policy UK
  • Support

Knowledge Base Software powered by Helpjuice

Expand