Catalogue Manager

What a Catalogue Manager can see and do with items, categories and rate cards.

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What responsibilities are associated with the role of a Catalogue Manager

on Finnoto?

As a Catalogue Manager, you hold an important role in managing various configurations within the organisation. Below is an outline of the responsibilities and tasks associated with your role:

Ability to Raise/edit Expenses & Reimbursements

  • You have the authority to raise/edit expenses on behalf of both vendors and employees.
  • You can raise reimbursements for any employee in the organisation.

Ability to Raise/edit Advances.

  • Add or edit all types of advances and manage their details.

Bulk Data Upload

  • Utilise the capability to upload bulk vendor, HR, and expense data.

Bank Approvers

  • Add or edit bank approvers to facilitate efficient financial procedures.

Advance Categories

  • View the list of all advance categories available for raising an advance.
  • Add or edit advance categories as needed.

Notification Preferences

  • View the list of notification preferences.
  • Add or edit notification preferences to ensure timely communication.

Expense Heads and Customization

  • View and modify the list of existing expense heads.
  • Add or edit choice types, custom fields, and document preferences.

Payment Mode,Limit Configurations and User Group

  • Can edit and add payment modes.
  • Can set limit configurations for expenses and advances.
  • User Groups and Management
  • Add or edit user groups and manage user lists.

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