Getting started
Your first week with Finnoto
The order to set things up in so that approvals, policies and payments work from day one.
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Get to know the portal
Spend ten minutes on Finnoto basics — the modules, the navigation, and the screens you will live in.
Set up your organisation
Departments, designations, grades, then employees. Approval routing and policy limits hang off these, so do them before anything else.
Decide who does what
Give each person the narrowest role that covers their job.
Bring in your vendors
Invite them to onboard themselves, or add them yourself — see Vendors.
Run one transaction end to end
Raise an expense or a purchase request, approve it, pay it, and reconcile the payout. If that works, you are ready.