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For administrators
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 subsistence allowance?
- 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?
- How to set up allowance/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?
- What settings do we need to update on organization level prior to a new year?
- How do we activate Paymentfile ISO 20022?
- Can I add a taxable part per day (in addition to non-taxable part) for subsistence allowance?
- 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 subsistence allowance?
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?
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?
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?
Popular Articles
- How do I manage users?
- How do I add an expense?
- How do I make a user an administrator?
- How does the system work if you have multiple integrations?
- What is the difference between an administrator and a user?
- Why do I need the chart of accounts?
- I’ve lost the code to my business card, can you send me a new one?
- Is there a balancing report that I can download in the system?
- How do I set up approvers?