FinOps Admin
What a FinOps Admin can see and do across expenses, advances, vendors and configuration.
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As a FinOps Admin, you hold a pivotal role in managing various financial and operational aspects within the organisation. Below is an outline of the responsibilities and tasks associated with your role:
Raise Expenses and 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.
Expense Management
- View and add/edit expenses.
- View and manage approval workflows for expenses.
- Override approval workflows if necessary.
Advance Management
- Add or edit all types of advances and manage their details.
Business Management
- View and add/edit businesses.
Vendor Management
- Invite vendors and manage vendor lists.
- Add or edit vendor details.
Employee and HR Management
- View and add/edit employees.
- View and manage employee lists, grades, designations, and departments.
Approval Delegations
- Access and manage the list of approval delegations for smooth workflow.
- Add or edit approval delegations to ensure seamless authorization processes.
Expense Approval Limits
- View the list of expense approval limits.
- Add or edit expense approval limits to streamline expenditure control.
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 Modes and Configurations
- Manage payment modes and their configurations.
- User Groups and Management
- Add or edit user groups and manage user lists.
- Set limit configurations for expenses and advances.
Document Management
- Add or edit uploaded documents for reference.
Payment Management
- View and add/edit payments.
- Release the payment of approved expenses.
Bank Details and Management
- View and add/edit bank details.
Reports and Analysis
- View reports.