Platform

Organisation

Set up the people side of Finnoto — employees, departments, designations and grades — so expenses route and policies apply correctly.

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Approval routing and policy limits depend on who a person is in the organisation. Set these up in this order:

  1. Add departments
  2. Add designations
  3. Add grades
  4. Add employees

Finnoto Chrome extension

Capture invoices and receipts from any web page or email and send them straight into Finnoto.

Add an employee

Create an employee record so they can log in, raise expenses and be routed for approvals.