# AI agents Source: https://help.finnoto.in/help/agents Product: agents Summary: Ask Finnoto questions about your own data, automate close tasks, and use Finnoto from Claude or ChatGPT. Section: Help Center Finnoto's agents work on your data with your permissions. They can answer questions ("which vendors are over 60 days?"), run routine tasks (chase unmatched settlements every morning) and connect to the assistant you already use through MCP. ## Topics [#topics] - Ask Finnoto - Scheduled tasks - Connect Finnoto to Claude or ChatGPT (MCP) - [Use these docs with an AI assistant](/help/agents/use-docs-with-ai) # Use these docs with an AI assistant Source: https://help.finnoto.in/help/agents/use-docs-with-ai Product: agents Summary: Every page here is available as Markdown. Here's how to point Claude, ChatGPT, Cursor or your own agent at it. Section: Help Center These docs are written to be read by people and by language models. Nothing is locked behind JavaScript, every page has a plain-text twin, and there's an index built for assistants. ## The quick way [#the-quick-way] Copy a page as Markdown with the **Copy** button at the top of any article, or open it directly by adding `.md` to the URL: ```text https://help.finnoto.in/help/expenses/submit-an-expense.md ``` Assistants that send `Accept: text/markdown` get Markdown from the normal URL without the suffix. ## The whole site at once [#the-whole-site-at-once] - [`/llms.txt`](/llms.txt) — an index of every article with a one-line summary. Paste the URL into your assistant and it can fetch what it needs. - [`/llms-full.txt`](/llms-full.txt) — every article in one file, for tools that want a single document to load. Video walkthroughs include their transcripts, so an assistant reading the Markdown sees what the video says. ## From Claude Code, Cursor or an agent of your own [#from-claude-code-cursor-or-an-agent-of-your-own] The `@finnoto/docs-mcp` server exposes `search_docs` and `read_doc` tools over the same content: ```json title="claude_desktop_config.json / .mcp.json" { "mcpServers": { "finnoto-docs": { "command": "npx", "args": ["-y", "@finnoto/docs-mcp"], "env": { "FINNOTO_DOCS_URL": "https://help.finnoto.in" } } } } ``` Finnoto staff can set `FINNOTO_DOCS_TOKEN` to include internal documentation in the same tools. # Changelog Source: https://help.finnoto.in/help/changelog Product: platform Summary: What changed in Finnoto and in these docs, newest first. Section: Help Center ## October 2026 [#october-2026] ### New help center [#new-help-center] The help center moved to help.finnoto.in. Every guide from the previous site was migrated with its screenshots and walkthrough video, re-organised by product, and is now available as Markdown for AI assistants — see [Use these docs with an AI assistant](/help/agents/use-docs-with-ai). # What an AP Manager can do with an expense Source: https://help.finnoto.in/help/expenses/approvals/ap-manager-actions Product: expenses Summary: Approve, reject, send back, edit or reassign an expense from the AP Manager's queue. Section: Help Center ### Hello, everyone [#hello-everyone] Today, we will discuss how an approver manager can approve hold or reject the expense raised by his team member. So to begin with, first, the approver manager have to log in to this account. Once he has logged in to his account, he have to select phenops portal. Once this is done, we have to switch to the expenses menu. Here, he'll be able to see all the expenses raised by his team members So here, I'll click on the expense raised by his team member. Once he'll click on the expense, he'll able to see the expense detail over here. Okay. At the bottom of this page, the approval manager will get these three options One is to reject. Second is to put on hold, and third is to approve. So in approve, Here, we we are given two options, either to approve with command, and the second is to approve without command. Okay. So if the approver manager wants to decline this or to reject this, he can directly switch to this icon, reject. If he wants to put it on hold, he have to use this put on hold, button. And to approve this, he have to use, this button, approve button. Now, apart from this, in the actions button, there are many other options available for the approver manager. ### It's a role based activity [#its-a-role-based-activity] So here, he can add documents, he can add notes, can duplicate it, can, audit log. You can add watch list, add tags. We call reimbursement as it not approved now. And he can put on hold and even override this approval. So to begin with, I'm going to approve this with comment. ### Here, a window pop search and ask for the command [#here-a-window-pop-search-and-ask-for-the-command] Once you will put the command, you have to press this approved button. Once this is done. All the other options will disappear. And in the action section, you'll be able to see The ad documents, the ad notes, duplicate, audit log, add watch list, add tags, we call reimbursement put on hold and approve override approval. So by here, also, the approval manager can put this expense on hold. And by using override approval, he, able to, he is having three, four options over here. One is to add approval if he wants to add some, one more approval in the workflow. He can add it from here by using this form here, from here, he can add employee. From here, he can select at which level he wants from, and here, he can put comments over there. Next is the reset phenops. If he wants to reset it, he can directly reset it from here. Then from approved phenops, he can approve it. Here, if he wants to approve it, he have to mention the comment also, and then press the move button. ### And then last one is to reject [#and-then-last-one-is-to-reject] If the approval manager wants to reject this particular stage of phenops, then he can definitely do this by using the reject finance and by giving the comment over here. So why, these are the actions given to the AP manager. ### For the approval of the expense [#for-the-approval-of-the-expense] Thank you. ## Video transcript Hello, everyone. Today, we will discuss how an approver manager can approve hold or reject the expense raised by his team member. So to begin with, first, the approver manager have to log in to this account. Once he has logged in to his account, he have to select phenops portal. Once this is done, we have to switch to the expenses menu. Here, he'll be able to see all the expenses raised by his team members So here, I'll click on the expense raised by his team member. Once he'll click on the expense, he'll able to see the expense detail over here. Okay. At the bottom of this page, the approval manager will get these three options One is to reject. Second is to put on hold, and third is to approve. So in approve, Here, we we are given two options, either to approve with command, and the second is to approve without command. Okay. So if the approver manager wants to decline this or to reject this, he can directly switch to this icon, reject. If he wants to put it on hold, he have to use this put on hold, button. And to approve this, he have to use, this button, approve button. Now, apart from this, in the actions button, there are many other options available for the approver manager. It's a role based activity. So here, he can add documents, he can add notes, can duplicate it, can, audit log. You can add watch list, add tags. We call reimbursement as it not approved now. And he can put on hold and even override this approval. So to begin with, I'm going to approve this with comment. Here, a window pop search and ask for the command. Once you will put the command, you have to press this approved button. Once this is done. All the other options will disappear. And in the action section, you'll be able to see The ad documents, the ad notes, duplicate, audit log, add watch list, add tags, we call reimbursement put on hold and approve override approval. So by here, also, the approval manager can put this expense on hold. And by using override approval, he, able to, he is having three, four options over here. One is to add approval if he wants to add some, one more approval in the workflow. He can add it from here by using this form here, from here, he can add employee. From here, he can select at which level he wants from, and here, he can put comments over there. Next is the reset phenops. If he wants to reset it, he can directly reset it from here. Then from approved phenops, he can approve it. Here, if he wants to approve it, he have to mention the comment also, and then press the move button. And then last one is to reject. If the approval manager wants to reject this particular stage of phenops, then he can definitely do this by using the reject finance and by giving the comment over here. So why, these are the actions given to the AP manager. For the approval of the expense. Thank you. # What an approver can do with an expense Source: https://help.finnoto.in/help/expenses/approvals/approver-actions Product: expenses Summary: The actions available to any approver in the workflow when an expense reaches them. Section: Help Center ### Hello, everyone [#hello-everyone] In this video, we will learn about the app that an employee serving as an approval at any level of the approval workflow can perform. This includes approving, rejecting, and placing expenses on hold. So first, that approver employee have to log in into his account. Once it's done, then they have to go to the expenses menu. ### From here, he have to select the expense [#from-here-he-have-to-select-the-expense] On this expense detail page, they will able to see the three of options available at the bottom of this page. One is to reject. Second is to put on hold, and third is to approve. So here in the approved sections, there are two options. One is to approve, if it directly click on the approve, then we have to give the comment and it will opt this option, second option, the approved without comment. Then here, we don't have to give any comment for this approval. So once this is done, and in the section, there are just three actions available. ### One is to add notes [#one-is-to-add-notes] Second is to audit log, and third is to put on So now here, I'm going to approve it by giving the comment. So once you will click on the approve button, it will this window pops up and it wants, that we have to enter the comment over here. Then click over the approve button. Once this is done, all the other three options that are coming here, will be disappeared. Here, now in the actions button, you will be able to see just two options One is to add notes, and the second is to audit log. So like this, and in the approval workflow, The individual will be able to see the next approval of this approval work. So like this, any individual who is a part of the approval workflow will be able to approve reject or put on hold any expense given available for that particular employer. Thank you ## Video transcript Hello, everyone. In this video, we will learn about the app that an employee serving as an approval at any level of the approval workflow can perform. This includes approving, rejecting, and placing expenses on hold. So first, that approver employee have to log in into his account. Once it's done, then they have to go to the expenses menu. From here, he have to select the expense. On this expense detail page, they will able to see the three of options available at the bottom of this page. One is to reject. Second is to put on hold, and third is to approve. So here in the approved sections, there are two options. One is to approve, if it directly click on the approve, then we have to give the comment and it will opt this option, second option, the approved without comment. Then here, we don't have to give any comment for this approval. So once this is done, and in the section, there are just three actions available. One is to add notes. Second is to audit log, and third is to put on So now here, I'm going to approve it by giving the comment. So once you will click on the approve button, it will this window pops up and it wants, that we have to enter the comment over here. Then click over the approve button. Once this is done, all the other three options that are coming here, will be disappeared. Here, now in the actions button, you will be able to see just two options One is to add notes, and the second is to audit log. So like this, and in the approval workflow, The individual will be able to see the next approval of this approval work. So like this, any individual who is a part of the approval workflow will be able to approve reject or put on hold any expense given available for that particular employer. Thank you # Approvals Source: https://help.finnoto.in/help/expenses/approvals Product: expenses Summary: What approvers and AP Managers can do when an expense reaches them. Section: Help Center Every expense follows the approval workflow set for your company. At each stage the approver can act on it; the AP Manager has a few extra options. - [What an approver can do with an expense](/help/expenses/approvals/approver-actions) - [What an AP Manager can do with an expense](/help/expenses/approvals/ap-manager-actions) # Attach expenses to credit-card transactions Source: https://help.finnoto.in/help/expenses/attach-expenses-to-card-transactions Product: expenses Summary: Link each corporate-card transaction to its expense so card statements reconcile cleanly. Section: Help Center Welcome to our latest guide on a powerful new feature within Finnoto software - credit card settlements. This allows you to easily attach expenses related to transactions made through your credit card. Let's delve into the details of how to use this feature. To begin, navigate to the payments menu. From the payments menu, select the option for 'cc statements'. On this page, you can view all uploaded credit card statements. To add or upload a new credit card statement, click on the 'add cc statement' button located in the top right corner. In the form that appears, select 'credit card'. Next, enter a comment, select your statement, and click on the 'save' button. After saving, your credit card statement will begin processing. Once completed, you can view all line items of that particular statement. To view previously uploaded statements, simply click on the 'back' button. If you wish to download a statement, just click on it. In the overview, you can see the amount, comments and other details. Click on the identifier of your choice. On this page, you can view all the credit card line items. If any line item was missed during the retrieval process, it can be added manually by using the 'add credit card line' option located in the top right corner. By entering the transaction date, amount, and a remark, you can add the missing line item. For each identifier, you will find three options in the actions menu: edit, deactivate, and restore. By clicking on 'edit', you can adjust the transaction date, amount, and remarks. Click the 'update' button to save changes. To deactivate a line item, click on the 'deactivate' option. This will move the line item to the 'inactive' tab. To reactivate a deactivated line item, click on 'actions' and then 'restore'. To attach an expense, click on 'attach expense'. You will then be able to see the remark, transaction date, and amount. You can search for the expense number using the search bar. To attach an expense, click on the 'actions' button and then 'attach'. Once attached, the expense details will appear. For more information on a particular expense, click on its icon to be redirected to its page. After attaching an expense, you will see a 'attach' tag in the attach column. The identifier of the expenses attached will be visible in the source identifiers. Clicking on the identifier will redirect you to the expense details. In the payment section of the expense details, you can see the receipt number, payment mode, status, amount, and additional details. In the attached cc statement items, you can see the identifier with which the expense is attached. Clicking on the identifier of a credit card line item will allow you to view the transaction details. If you wish to detach an expense, click on the 'actions' button and then 'detach expense'. This concludes our guide on using the credit card settlements feature on Finnoto. It's our hope that you find this feature useful and it enhances your experience with our software. Thank you for taking the time to read this guide. ## Video transcript Hello,Everyone! Today, we're excited to introduce you to a powerful feature Credit Card Settlements on Finnoto. This feature empowers you to seamlessly attach expenses related to transactions made through credit cards. To explore these enhancements, let's dive into it. First, navigate to the payments menu. From here, select 'cc statements'. This shows all the uploaded credit card statements. To upload a credit card statement click on 'add cc statement' in the top right corner. In this form, select your credit card, enter a comment, choose your statement, and click 'save'. Your statement will now be processed. When processing is complete, you can see all the line items of that statement. If you need to check uploaded statements, just click the back button to display all of them. To download a uploaded statement, simply click on the file name under uploaded file column. Now, click on a particular identifier. This will show all the credit card line items. If any of the cc statement line is missed during the upload, simply add it with the 'add credit card line' option. You do this by entering the transaction date, the amount, adding a remark and hit save. Your missing line item will be added in the list. Now the actions column gives you three options. First is to edit,You can edit the line item by entering the transaction date, the amount, and add remarks. Once you're done, click 'update'. To deactivate a line, click on 'deactivate'. This moves the line to the inactive tab. To restore a deactivated line, click on 'actions', then 'restore'. Now, if you wish to attach an expense to a cc line item, click 'attach expense'. This will display the remark, the transaction date, and the amount for the selected credit card line item. You can search for an expense number using the search bar. To attach an expense, click on the actions button, then click 'attach'. This will display the details of the expense. If you want to view more details about the expense, click on navigation icon. The balance amount of this expense is nine ninety. You can use it to attach it to the credit card. Once attached, the 'attach' column will show an 'attached' tag, and the identifier of the expense will appear in the source identifiers column. Clicking on it will show the expense detail. Clicking on navigation icon will redirect you to the expense page. Here, you can see that is this expense issettled, the balance is zero, and in the payment section, you can see the receipt number, payment mode, status, and other details. The attached cc statement section will show the identifier of the credit card line item attached. Clicking on the identifier of the credit card line item brings up the transaction details, such as the expense number, department, expense head, amount, time of attachment, and the attached amount. If you need to detach an expense, click on 'actions', then hit 'detach expense'. That's it for now. We hope you find the credit card statement feature on Finnoto useful. Thanks for watching. # Expenses Source: https://help.finnoto.in/help/expenses Product: expenses Summary: Capture, approve and settle employee spends with policy checks built in. Section: Help Center Expenses covers everything an employee spends on the company's behalf: receipts, corporate-card swipes, advances, mileage and per-diems. Each spend becomes a line in a **report**; the report moves through approval, then finance settles it and Finnoto posts it to your books. ## Concepts [#concepts] - **Expense** — one spend, with its receipt, category and amount. Finnoto reads the receipt and fills most fields. - **Report** — a batch of expenses submitted together. Approval and settlement happen at report level. - **Policy** — the rules a report is checked against: limits by category, receipt thresholds, allowed merchants. Violations are flagged, not blocked, unless you say otherwise. - **Advance** — money paid out before the spend; expenses are netted against it at settlement. ## Common tasks [#common-tasks] - [Raise a reimbursement](/help/expenses/raise-a-reimbursement) - [Raise a vendor expense from the employee portal](/help/expenses/raise-a-vendor-expense) - [Attach expenses to credit-card transactions](/help/expenses/attach-expenses-to-card-transactions) - [Approvals](/help/expenses/approvals) # Raise a reimbursement Source: https://help.finnoto.in/help/expenses/raise-a-reimbursement Product: expenses Summary: Claim money you spent on the company's behalf from the employee portal. Section: Help Center ## How to Raise a Reimbursement from the Employee Portal of Finnoto? [#how-to-raise-a-reimbursement-from-the-employee-portal-of-finnoto] This article will guide you through the process of raising a reimbursement from the Finnoto employee portal. Follow the steps below to successfully raise a reimbursement. ### Click on the "Raise Expense" button [#click-on-the-raise-expense-button] Click on the "+Raise Expense" button given on the top of the portal. ### Upload a relevant document or file from your computer [#upload-a-relevant-document-or-file-from-your-computer] The "Upload Documents" page will open. Here, you can select a file or drag and drop the file (e.g., receipts). Click on the "Next" button. ### *Note:* Uploaded documents in formats such as xlsx, xls, csv, doc, docx, and txt will be displayed in a tabular view. [#note-uploaded-documents-in-formats-such-as-xlsx-xls-csv-doc-docx-and-txt-will-be-displayed-in-a-tabular-view] ### View the uploaded document [#view-the-uploaded-document] On the left side of the page, you can see the uploaded receipt or document. ### Access document options [#access-document-options] Above the document, there are buttons for uploading more documents, table view, zooming in/out of the document, and downloading the document. ### Select the business [#select-the-business] In the "To" field, click on the "+Select Business" button. A list of all your added businesses will appear. Select the appropriate one. ### Select the employee [#select-the-employee] In the "From" field, the name of the employee creating the reimbursement is automatically selected. ### Fill in reimbursement details [#fill-in-reimbursement-details] - Enter the Invoice Number. - Select the invoice date from the calendar by clicking on the corresponding field. - Enter the Invoice amount of the reimbursement. - Select "Department" from the drop-down menu.***Note:*** The system will automatically fetch the department of the employee raising this reimbursement. However, if you wish to make changes, you can select the desired department from the dropdown menu. - Choose "Expense Head" from its dropdown menu. ### Enter a description [#enter-a-description] In the Description card, write the description of the reimbursement. This field has a character limit of 255. ### Save your reimbursement [#save-your-reimbursement] After filling in all the details, click the save button to save the reimbursement. Congratulations! You have successfully raised a reimbursement using the Finnoto's Employee portal. ## Video transcript This article will guide you through the process of raising a reimbursement from the Finnoto employee portal. Follow the steps below to successfully raise a reimbursement. Click on the "Raise Expense" button. Click on the "+Raise Expense" button given on the top of the portal. Upload a relevant document or file from your computer. The "Upload Documents" page will open. Here, you can select a file or drag and drop the file (e.g., receipts). Click on the "Next" button. View the uploaded document. On the left side of the page, you can see the uploaded receipt or document. Access document options. Above the document, there are buttons for uploading more documents, table view, zooming in/out of the document, and downloading the document. Select the business. In the "To" field, click on the "+Select Business" button. A list of all your added businesses will appear. Select the appropriate one. Select the employee. In the "From" field, the name of the employee creating the reimbursement is automatically selected. Fill in reimbursement details. Enter the Invoice Number. Select the invoice date from the calendar by clicking on the corresponding field. Enter the Invoice amount of the reimbursement. Select "Department" from the drop-down menu.*Note:* The system will automatically fetch the department of the employee raising this reimbursement. However, if you wish to make changes, you can select the desired department from the dropdown menu. Choose "Expense Head" from its dropdown menu. Enter a description. In the Description card, write the description of the reimbursement. This field has a character limit of 255. Save your reimbursement. After filling in all the details, click the save button to save the reimbursement. Congratulations! You have successfully raised a reimbursement using the Finnoto's Employee portal. # Raise a vendor expense from the employee portal Source: https://help.finnoto.in/help/expenses/raise-a-vendor-expense Product: expenses Summary: Submit a vendor's bill as an expense from the employee portal so it can be approved and paid. Section: Help Center **How can an employee raise an expense on behalf of a Vendor using the Employee Portal in Finnoto?** Raising an expense through an employee portal is a restricted activity, and it's role-based. **Step 1:** Click on "Expense" menu card from the left navigation menu. Click on the "+Raise Expense" button given on the top of the portal. ### The "Upload Documents" page will open [#the-upload-documents-page-will-open] Here, you can select a file or drag and drop the file (e.g., receipts). Click on the "Next" button. ### Note: Uploaded documents in formats such as xlsx, xls, csv, doc, docx, and txt will be displayed in a tabular view. [#note-uploaded-documents-in-formats-such-as-xlsx-xls-csv-doc-docx-and-txt-will-be-displayed-in-a-tabular-view] ### .Uploaded Document [#uploaded-document] - On the left side of the page, you can see the uploaded receipt or document. - Above the document, there are buttons for uploading more documents, table view,zooming in/out of the document, and downloading the document. ### Vendor Expense [#vendor-expense] - On the top right corner of the page, you will find a toggle button for "Reimbursement" and "Vendor Expense".Select "Vendor Expense".**Note:** Raising an expense through an employee portal is a restricted, role-based activity. If you cannot find this option on your portal, please contact your FinOps administrator. - In the "To" field, click on the "+Add Client" button. A list of all your added businesses will appear. Select the appropriate one. - In the "From" field, click on the "+Select Vendor" button. A list of vendors attached to the selected business will appear. ### Fill in the details of the expense [#fill-in-the-details-of-the-expense] - Enter the Invoice Number. - Select the invoice date from the calendar by clicking on the corresponding field. - Enter the Invoice amount of the expense. - Enter the taxable amount. - Select "Department," "Expense Head," and "POC Email" from their respective dropdown menus. Selection of Payee: In the Payment card, select "Pay To" as Vendor. ### Note:The selector has two options: "Vendor" and "Employee." If the payee is an employee, choose "Employee" and select the employee's name. [#notethe-selector-has-two-options-vendor-and-employee-if-the-payee-is-an-employee-choose-employee-and-select-the-employees-name] ### In the Taxes card [#in-the-taxes-card] - Click on the "**+ Add Taxes**" button. - In the Taxes card, you will find four active tabs. Click on each tab to add the corresponding details.**a) GST:** The system will automatically display whether GST is IGST or SGST/CGST based on your bill address. Select the GST percentage, and the amount will be automatically calculated. If you want to add more GST fields, click on the "+ Add GST Field". To delete a GST field, click on the delete icon. **b) Cess:** If cess is applicable to your expense, enter the amount in the field provided. **c) TDS:** If TDS is applicable, select the category from the dropdown menu. The percentage and amount will be automatically calculated. **d) TCS:** If TCS is applicable, select the TCS tab and enter the TCS percentage. The amount will be automatically calculated. - Click on the save button to save the tax. All the details of the saved tax will be displayed in the taxes card. - If you want to edit the tax, click on the "Edit Taxes" button in the Taxes card. ### Description and Save [#description-and-save] - In the Description card, write the description of the expense. This field is mandatory and has a character limit of 255. - After filling in all the details, click the save button to save the expense. Once saved, the expense details page will open.Here you can check the details that you have entered like the creation details, the documents that you have uploaded, the approval workflow that this invoice will follow and the added notes to this invoice. ### Actions on raised expense [#actions-on-raised-expense] - You can perform several actions on your invoice, including adding documents, adding notes, duplicating, checking the audit log to review actions taken on your invoice, adding tax, recalling the expense if it's obsolete, and putting the expense on hold.**Note:** The option to put the expense on hold will only appear if you have the authority to do so. If you don't have this authority, you won't see this option. ## Video transcript How can an employee raise an expense on behalf of a Vendor using the Employee Portal in Finnoto? Raising an expense through an employee portal is a restricted activity, and it's role-based. Step 1: Click on "Expense" menu card from the left navigation menu. Click on the "+Raise Expense" button given on the top of the portal. The "Upload Documents" page will open. Here, you can select a file or drag and drop the file (e.g., receipts). Click on the "Next" button. .Uploaded Document. On the left side of the page, you can see the uploaded receipt or document. Above the document, there are buttons for uploading more documents, table view,zooming in/out of the document, and downloading the document. Vendor Expense. On the top right corner of the page, you will find a toggle button for "Reimbursement" and "Vendor Expense".Select "Vendor Expense".Note: Raising an expense through an employee portal is a restricted, role-based activity. If you cannot find this option on your portal, please contact your FinOps administrator. In the "To" field, click on the "+Add Client" button. A list of all your added businesses will appear. Select the appropriate one. In the "From" field, click on the "+Select Vendor" button. A list of vendors attached to the selected business will appear. Fill in the details of the expense. Enter the Invoice Number. Select the invoice date from the calendar by clicking on the corresponding field. Enter the Invoice amount of the expense. Enter the taxable amount. Select "Department," "Expense Head," and "POC Email" from their respective dropdown menus. Selection of Payee: In the Payment card, select "Pay To" as Vendor. In the Taxes card. Click on the "+ Add Taxes" button. In the Taxes card, you will find four active tabs. Click on each tab to add the corresponding details.a) GST: The system will automatically display whether GST is IGST or SGST/CGST based on your bill address. Select the GST percentage, and the amount will be automatically calculated. If you want to add more GST fields, click on the "+ Add GST Field". To delete a GST field, click on the delete icon. b) Cess: If cess is applicable to your expense, enter the amount in the field provided. c) TDS: If TDS is applicable, select the category from the dropdown menu. The percentage and amount will be automatically calculated. d) TCS: If TCS is applicable, select the TCS tab and enter the TCS percentage. The amount will be automatically calculated. Click on the save button to save the tax. All the details of the saved tax will be displayed in the taxes card. If you want to edit the tax, click on the "Edit Taxes" button in the Taxes card. Description and Save. In the Description card, write the description of the expense. This field is mandatory and has a character limit of 255. After filling in all the details, click the save button to save the expense. Once saved, the expense details page will open.Here you can check the details that you have entered like the creation details, the documents that you have uploaded, the approval workflow that this invoice will follow and the added notes to this invoice. Actions on raised expense. You can perform several actions on your invoice, including adding documents, adding notes, duplicating, checking the audit log to review actions taken on your invoice, adding tax, recalling the expense if it's obsolete, and putting the expense on hold.Note: The option to put the expense on hold will only appear if you have the authority to do so. If you don't have this authority, you won't see this option. # Submit an expense Source: https://help.finnoto.in/help/expenses/submit-an-expense Product: expenses Summary: Add a receipt, let Finnoto fill the details, and send it for approval. Section: Help Center ### Add the receipt [#add-the-receipt] Tap **New expense** and photograph the receipt, or forward it to `receipts@finnoto.in` from your work email. Finnoto extracts the merchant, date, amount and GST. ### Check the details [#check-the-details] Correct anything the scan got wrong. Pick a **category** if the suggestion isn't right — this decides the GL account it posts to. ### Add it to a report [#add-it-to-a-report] Expenses are submitted in reports. Add to an open report or start a new one. A report can be a trip, a week, or a project; your policy may set a rule. ### Submit [#submit] Open the report, review the policy check, and tap **Submit**. It goes to the approver your policy names. You'll be notified when it's approved or sent back. ## Policy flags [#policy-flags] A yellow flag means the expense breaks a rule but can still be submitted with a reason. A red flag means it can't be submitted until fixed — usually a missing receipt above the threshold. ## Troubleshooting [#troubleshooting] Retake the photo flat and well-lit, or type the amount. If a merchant is consistently misread, tell us at support@finnoto.in and we'll add it. Categories are set by your admin. Pick the closest one and add a note; the approver can recategorise. ## Video transcript In this walkthrough we add a hotel receipt and send it for approval. From the home screen, tap New expense. Take a photo of the receipt or pick it from your gallery. Finnoto reads the merchant, date, amount and GST, and suggests a category. Check the fields, add a note if the trip needs context, and tap Add to report. When you're done for the week, open the report and tap Submit. # Finnoto basics Source: https://help.finnoto.in/help/getting-started/basics-of-finnoto Product: platform Summary: A tour of the Finnoto portal: modules, navigation and the screens you will use every day. Section: Help Center ### Hello, everyone [#hello-everyone] Today, we will understand what the no to employ portal looks like. Here, you see the dashboard. On the top of it, here's the raise expense button through which you can raise reimbursement and vendor expense, if you have been given the role to do so. This is the product switch. If you have access to the Finox portal, you can select and go to the Finox portal. Now when you click on the name of your organization, you can see different or you can see an option to switch organization. ### Here is the list of all the organizations attached [#here-is-the-list-of-all-the-organizations-attached] You can select a particular organization and get access to it. Here is the microphone option where, from where, you can access the my profile, which represents your name, your rules, and all the other details that you have entered while creating the profile page. Apart from this, on clicking on this arrow, you can expand the menu and see all the options clearly. ### Again, from settings, you can access the my profiles page [#again-from-settings-you-can-access-the-my-profiles-page] From the log out button, you can log out from your account. Now, on the microphone page, you can see edit mobile number. From here, you can add or edit your mobile number by verifying it, and entering the OTP sent to your mobile number. Similarly, you can see all the necessary details that is pending invitations, if any, your bank account, approval delegations, rules assigned to you. Thank you. ## Video transcript Hello, everyone. Today, we will understand what the no to employ portal looks like. Here, you see the dashboard. On the top of it, here's the raise expense button through which you can raise reimbursement and vendor expense, if you have been given the role to do so. This is the product switch. If you have access to the Finox portal, you can select and go to the Finox portal. Now when you click on the name of your organization, you can see different or you can see an option to switch organization. Here is the list of all the organizations attached. You can select a particular organization and get access to it. Here is the microphone option where, from where, you can access the my profile, which represents your name, your rules, and all the other details that you have entered while creating the profile page. Apart from this, on clicking on this arrow, you can expand the menu and see all the options clearly. Again, from settings, you can access the my profiles page. From the log out button, you can log out from your account. Now, on the microphone page, you can see edit mobile number. From here, you can add or edit your mobile number by verifying it, and entering the OTP sent to your mobile number. Similarly, you can see all the necessary details that is pending invitations, if any, your bank account, approval delegations, rules assigned to you. Thank you. # Connect your accounting system Source: https://help.finnoto.in/help/getting-started/connect-accounting Product: platform Summary: Which systems Finnoto posts to, and what gets posted. Section: Help Center Finnoto never replaces your books; it feeds them. Once connected, every approved and settled transaction is posted as a voucher or journal in the system you already close in. ## Supported systems [#supported-systems] - Zoho Books — [set up](/help/platform/integrations/zoho-books) - Tally Prime - SAP S/4HANA and Business One - Oracle Fusion Cloud - Microsoft Dynamics 365 Business Central Something else? Finnoto can export vouchers as CSV in your system's import format, or push them through its API. ## What gets posted [#what-gets-posted] | Finnoto record | Posted as | | --- | --- | | Settled expense report | Expense voucher (one per report) | | Approved vendor bill | Purchase bill with GST and TDS lines | | Payment run | Payment voucher per vendor | | Settlement batch | Receipt + fee journal | ## Sync status [#sync-status] Every record shows its sync status — *Queued*, *Posted* or *Failed* — and the reference number from your books. Failed records explain why and can be retried once the cause is fixed. # Your first week with Finnoto Source: https://help.finnoto.in/help/getting-started Product: platform Summary: The order to set things up in so that approvals, policies and payments work from day one. Section: Help Center ### Get to know the portal [#get-to-know-the-portal] Spend ten minutes on [Finnoto basics](/help/getting-started/basics-of-finnoto) — the modules, the navigation, and the screens you will live in. ### Set up your organisation [#set-up-your-organisation] [Departments, designations, grades, then employees](/help/platform/organisation). Approval routing and policy limits hang off these, so do them before anything else. ### Decide who does what [#decide-who-does-what] Give each person the narrowest [role](/help/platform/roles) that covers their job. ### Bring in your vendors [#bring-in-your-vendors] Invite them to onboard themselves, or add them yourself — see [Vendors](/help/procurement/vendors). ### Run one transaction end to end [#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. # Invite your team Source: https://help.finnoto.in/help/getting-started/invite-your-team Product: platform Summary: Add users, choose their role, and what happens when they accept. Section: Help Center Go to **Settings → Users → Invite**. Enter the work email, pick a role, and send. The invitation is valid for 7 days. ## Roles [#roles] | Role | Can | | --- | --- | | Submitter | Create expenses and purchase requests for themselves | | Approver | Everything a Submitter can, plus approve items routed to them | | Finance | Settle, post and reconcile; see every transaction | | Admin | Manage users, policies and integrations | A person can hold several roles. Roles are per business; if you run multiple entities, invite them to each. ## After they accept [#after-they-accept] New users land on a short tour and their own **To do** list. Nothing is routed to an approver until they have signed in at least once — so send invitations before you switch on approval rules. If your company uses Google Workspace or Microsoft 365, ask us to enable SSO first. Users invited before SSO is on will keep their password login until they sign in through SSO once. # Welcome Source: https://help.finnoto.in/help Product: platform Summary: What Finnoto does, who each part is for, and where to start. Section: Help Center Finnoto is the finance operations layer for growing Indian businesses. It sits between the people who spend and collect money and the accounting system where it all ends up, and makes sure every rupee is approved, matched and posted correctly. ## What's in the product [#whats-in-the-product] | If you need to… | Go to | | --- | --- | | Submit, approve or settle employee spends | [Expenses](/help/expenses) | | Raise purchase requests and orders, onboard vendors | [Procurement](/help/procurement) | | Reconcile marketplace, gateway and bank settlements | [Settlements](/help/settlements) | | Track invoices, collections and store cash | [Receivables](/help/receivables) | | Ask questions about your data or automate close tasks | [AI agents](/help/agents) | | Manage users, approvals and integrations | [Platform](/help/platform) | ## How these docs are organised [#how-these-docs-are-organised] Every product section follows the same shape so you can find your way around quickly: - **Overview** — what the module does and the concepts you need. - **How-to guides** — one task per page, with a short video where it helps. - **Reference** — fields, statuses, permissions and limits. - **Troubleshooting** — the errors you might see and what to do about them. Every page is available as plain Markdown — add `.md` to the URL, or point your assistant at [`/llms.txt`](/llms.txt). See [Connect Finnoto docs to Claude or ChatGPT](/help/agents/use-docs-with-ai). # Create a payout reconciliation Source: https://help.finnoto.in/help/payments/create-a-recon Product: payments Summary: Match the payouts your bank processed against the payments you generated in Finnoto. Section: Help Center **Recon Creation** Here you can store data shared from your bank to match with the payouts, ensuring accurate reconciliation. Follow the steps given below to create a recon on Finnoto: ### Navigate to Configuration [#navigate-to-configuration] - Go to the main navigation menu and click on 'Configuration.' - Select 'Payout/Recon.' ### Create Recon [#create-recon] - Under the 'Recon' tab, on the top right corner locate and click on the 'Create Recon' button.. ### Fill in the Form [#fill-in-the-form] - Enter a relevant name in the designated field. - Choose the bank account related to this reconciliation. - Wisely select the format, whether 'Within Axis Bank' or 'Outside Axis Bank.' - Upload the reconciliation file provided by the bank. - Click 'Save. ### Process and View Recon Details [#process-and-view-recon-details] - The system will start processing, and you'll see the recon details. - Successfully processed details include the format, processed at, name of business, account number, IFSC code, and the recon summary. ### Explore Recon Summary [#explore-recon-summary] - In the recon summary, you'll find details such as amount mismatch, duplicate match, not match, not processed, and the total. ### Investigate Summary Details [#investigate-summary-details] - Click on any of the summary details to view specific reports. - In each report, you'll see row numbers, identifiers, amounts, status, UTR, Type, Credit A/C, Beneficiary A/C and Date . ### Check Matched Recon [#check-matched-recon] - Click on a matched recon to see its details, including identifiers, status(If you hover over the icons you will able to see the detail ), amounts, and types. - Details like UTR numbers, debit account numbers, beneficiary account numbers, and dates are available. - On the top right corner you can also check stats by hovering over it. ### Download File [#download-file] - If needed, you can download the reconciliation file by clicking 'Download File.' ### Explore Recon Detail Page [#explore-recon-detail-page] - On the recon detail page, you'll find information such as business name, bank account number with the IFSC code, format, reconciled: matched ones, and recon file in the file column, processed at and created by details in there respective column. This is how you can efficiently create Recon on Finnoto. ## Video transcript Recon Creation Here you can store data shared from your bank to match with the payouts, ensuring accurate reconciliation. Follow the steps given below to create a recon on Finnoto: Navigate to Configuration. Go to the main navigation menu and click on 'Configuration.' Select 'Payout/Recon.' Create Recon. Under the 'Recon' tab, on the top right corner locate and click on the 'Create Recon' button.. Fill in the Form. Enter a relevant name in the designated field. Choose the bank account related to this reconciliation. Wisely select the format, whether 'Within Axis Bank' or 'Outside Axis Bank.' Upload the reconciliation file provided by the bank. Click 'Save. Process and View Recon Details. The system will start processing, and you'll see the recon details. Successfully processed details include the format, processed at, name of business, account number, IFSC code, and the recon summary. Explore Recon Summary. In the recon summary, you'll find details such as amount mismatch, duplicate match, not match, not processed, and the total. Investigate Summary Details. Click on any of the summary details to view specific reports. In each report, you'll see row numbers, identifiers, amounts, status, UTR, Type, Credit A/C, Beneficiary A/C and Date . Check Matched Recon. Click on a matched recon to see its details, including identifiers, status(If you hover over the icons you will able to see the detail ), amounts, and types. Details like UTR numbers, debit account numbers, beneficiary account numbers, and dates are available. On the top right corner you can also check stats by hovering over it. Download File. If needed, you can download the reconciliation file by clicking 'Download File.' Explore Recon Detail Page. On the recon detail page, you'll find information such as business name, bank account number with the IFSC code, format, reconciled: matched ones, and recon file in the file column, processed at and created by details in there respective column. This is how you can efficiently create Recon on Finnoto. # Generate a payout Source: https://help.finnoto.in/help/payments/generate-a-payout Product: payments Summary: Create a payout file for your bank from the payments that are due, download it, and cancel one if needed. Section: Help Center This article will guide you through the process of generating a payout on Finnoto. Follow the steps below to successfully generate a payout. ### Access Configuration Section [#access-configuration-section] - Navigate to the Configuration section on Finnoto. ### Select Payout Recon [#select-payout-recon] - Under the Configuration section, locate and select "Payout Recon." ### View Generated Payouts [#view-generated-payouts] - You will find a list of all previously generated payouts. To create a new payout, click on the "Generate Payout" button. ### Fill Out Payout Form [#fill-out-payout-form] - Choose your bank account from the provided options. - Select the payout format. - Click "Proceed" to move to the next step. ### Select Payments [#select-payments] - A list of payments for which payouts have not been generated will appear. Choose whether to select all payments or pick specific ones. The total amount will adjust accordingly. ### Review Summary [#review-summary] - After selection, a summary displaying the total selected payments will be shown. ### Save and Generate Payout [#save-and-generate-payout] - Click "Save." You will then receive details of the successfully generated payout. This will include: - Payout format. - Generation time span. - Bank account details. - IFSC code. - Account number. - Total Amount - No of payments ### Download Payout File [#download-payout-file] - Click "Download File" to obtain the payout details in a CSV file. - This file contains crucial information about the payout. ### Review Generated Payout [#review-generated-payout] - In the "Generated At" column of the CSV file, find the date and time of payout generation. ### Optional - Cancel Payout [#optional---cancel-payout] - If needed, use the "Action" column in the generated payout list to cancel a corresponding payout. You have successfully generated a payout on Finnoto. ## Video transcript This article will guide you through the process of generating a payout on Finnoto. Follow the steps below to successfully generate a payout. Access Configuration Section. Navigate to the Configuration section on Finnoto. Select Payout Recon. Under the Configuration section, locate and select "Payout Recon." View Generated Payouts. You will find a list of all previously generated payouts. To create a new payout, click on the "Generate Payout" button. Fill Out Payout Form. Choose your bank account from the provided options. Select the payout format. Click "Proceed" to move to the next step. Select Payments. A list of payments for which payouts have not been generated will appear. Choose whether to select all payments or pick specific ones. The total amount will adjust accordingly. Review Summary. After selection, a summary displaying the total selected payments will be shown. Save and Generate Payout. Click "Save." You will then receive details of the successfully generated payout. This will include: Payout format. Generation time span. Bank account details. IFSC code. Account number. Total Amount No of payments Download Payout File. Click "Download File" to obtain the payout details in a CSV file. This file contains crucial information about the payout. Review Generated Payout. In the "Generated At" column of the CSV file, find the date and time of payout generation. Optional - Cancel Payout. If needed, use the "Action" column in the generated payout list to cancel a corresponding payout. You have successfully generated a payout on Finnoto. # Payments Source: https://help.finnoto.in/help/payments Product: payments Summary: Pay approved expenses and vendor bills, generate bank payout files, and reconcile what the bank processed. Section: Help Center Once an expense or bill is approved, Payments is where the money moves. Finnoto groups what is due into payouts, produces the file your bank expects, and then reconciles the bank's confirmation against what you sent. ## Topics [#topics] - [Payouts and reconciliation](/help/payments/payout-and-recon-overview) — the concepts and the one-time Axis Bank setup - [Generate a payout](/help/payments/generate-a-payout) - [Create a payout reconciliation](/help/payments/create-a-recon) - [Record a payment in a foreign currency](/help/payments/record-an-international-payment) # Payouts and reconciliation Source: https://help.finnoto.in/help/payments/payout-and-recon-overview Product: payments Summary: How payouts and bank reconciliation work in the Configuration module, including the Axis Bank setup. Section: Help Center **Payout/Recon:** This section will guide you through the Payout/Recon section under the Configurations module. In this section, you will learn how to manage payouts and reconciliation reports efficiently. **Payout and Recon Overview:** - **Payout:** The Payout reconciliation report in Finnoto helps you match the payouts received in your bank account with batches of offline payments and other offline banking transactions related to them. - **Recon:** Here you can store documents and data shared from your bank to match with the payouts, ensuring accurate reconciliation. ## How to Generate Payout from Finnoto? [#how-to-generate-payout-from-finnoto] Follow these steps to generate a payout from the Finnoto portal: ### Add and Attach Axis Bank Account [#add-and-attach-axis-bank-account] Before generating the payout please ensure that you must add and attach your Axis Bank account to your business. Here's how: - Go to the "Parties" module. - Select "My Businesses." - Choose your business. - On the selected business details page, locate the action button. - Select "Add Bank Account" from the action button. - Add your Axis Bank account number, confirm it, enter the associated Axis Bank IFSC code, and upload required documents like a cancelled cheque. - Save the bank account details. - Click the save button again to attach the newly added bank account. - Now, your Axis Bank account is attached to your selected business. If you already have an Axis Bank account, you can directly attach it to the business. ### Configure Offline Banking Payment Mode [#configure-offline-banking-payment-mode] - In the Configuration module, select "Payment Modes." - Click the "Add New" button. - In the add payment form, enter a suitable name for offline banking. - Select the type as "Offline Banking" and choose the added Axis Bank account for your offline banking payment mode. - Save the payment mode. If the selected Axis Bank account is already opted for the offline payment mode, you will receive a validation error. ### Generate Payout Report [#generate-payout-report] - Return to the Configuration module and select "Payout/Recon." - On this page, select the "Payout" tab and click on the "+ Generate Payout" button. - In the "Bank Account" field, select the Axis Bank account for which you want to generate a payout report. - You will see the account number of your Axis Bank account along with its IFSC code and branch. - Under "Formats," select the "Within Axis Bank"/ ”Outside Axis Bank” format by checking the selection box. - Save the Generated Payout. - The saved details will be reflected on the Payout page under the Payout tab. In the table, you will find the following details:**Account Number:** Displays the associated Axis Bank account number.**IFSC CODE:** Shows the IFSC code of the bank branch.**Status**: Generated: Indicates that the payout report has been generated.**File:** Provides a link to the generated file for downloading.**Action:** Allows you to cancel the generated payout using the meatball icon ## How to Perform Recon in Finnoto? [#how-to-perform-recon-in-finnoto] ### Accessing the Recon Tab [#accessing-the-recon-tab] - Start from the "Payout" page. - Select the "Reco" (Reconciliation) tab. ### Creating a Recon [#creating-a-recon] - On the "Reco" tab, locate and click the "Create Recon" button. ### Entering Recon Details [#entering-recon-details] - A "Create Recon" form will appear. - Enter a relevant name in the "Name" field to identify this reconciliation. - Select the bank related to this reconciliation. - Choose the respective format wisely: Within Axis Bank or Outside axis bank. - Upload your Recon file provided by the bank for this reconciliation. - Once you've uploaded the file, click the "Save" button. - After saving, you will find the details of the reconciliation in the "Recon" tab. ### Recon Tab Details [#recon-tab-details] In the "Recon" tab, you will see the following details: - **Name of the Recon**: This is the name you provided to identify the reconciliation. - **Account Number:** Displays the associated Axis Bank account number. - **IFSC Code:** Shows the IFSC code of the bank branch. - **File:** Provides a link to download the uploaded bank file at any time. - **Created By:** Shows the name of the user who created this reconciliation. - **Added At:** Displays the date and time when this reconciliation was created. # Record a payment in a foreign currency Source: https://help.finnoto.in/help/payments/record-an-international-payment Product: payments Summary: Record a payment against an expense raised in a non-INR currency, with the exchange rate and bank charges. Section: Help Center ### Hello, everyone [#hello-everyone] Today, we will be discussing how to record a payment in international currency. ### So for this, go to the expenses [#so-for-this-go-to-the-expenses] Select the expense in which you want to pay it through international currency. ### Select the record payment option [#select-the-record-payment-option] Here, in the record payment form, in the currency drop down. You will be able to find the currency in which this invoice was created. So if you want to make a payment with this international currency, select that currency. ### The balance amount is also converted to that particular currency [#the-balance-amount-is-also-converted-to-that-particular-currency] The amount is here. You can see the conversion rate of that particular date is also coming. If you in case you want to edit the amount. ### You can edit it [#you-can-edit-it] Select the payment rate, payment mode. ### Enter the payment date [#enter-the-payment-date] ### Enter the comment and save it [#enter-the-comment-and-save-it] Once this is saved, you will be able to see that in the pay info card that it is paid. You can see the balance amount is reflecting over here. In case, if you are recording the payment in international currency and there is a change in the conversion rate, TIN, you you have the option that you can change that conversion rate. Select the payment mode, enter or select the date, and save it. Here, you can see in the payment line that the the currency rate that you have changed is adjusted in the forex adjustment. So this is how you can record payment in international currency on Finnoto with an ease. ## Video transcript Hello Everyone! In this video, we'll show you how to record a payment in an international currency on Finnoto. Start by navigating to an expense that was raised in an international currency. Choose the expense you want to pay in that international currency. Then, select the "record payment" option. In the record payment form, you will see a currency dropdown. Here, you can see the currency in which the invoice was originally created. Choose the international currency in which you want to make the payment. The balance amount will automatically convert to the chosen currency and display the conversion rate for that day. If you want to edit the amount, feel free to do so. After that, select your desired payment mode. Enter the date when the payment is being recorded. If necessary, you can add comments for future reference. Save it. Once saved, you will see the detail of this payment in the info card's payment section. In situations where conversion rate changes when you're recording the payment in international currency, don't worry. With Finnoto, you can adjust the conversion rate. After selecting your payment mode and entering the date, hit save. The new currency rate adjustment will appear in the payment line, under the forex adjustment. And that's all there is to recording a payment in an international currency on Finnoto. " Thank you for watching this video. # Finnoto Chrome extension Source: https://help.finnoto.in/help/platform/chrome-extension Product: platform Summary: Capture invoices and receipts from any web page or email and send them straight into Finnoto. Section: Help Center ### Hello, everyone [#hello-everyone] In this video, we will introduce you to Finuto's revolutionary expense management through seamless Gmail integration. Finuto aims to streamline the expense management process by leveraging the power of emails, making the experience user friendly and effortless. With this Chrome extension. You can see and create expenses and reimbursement directly from your Gmail anytime, anywhere. So let's dive into it. So log in to your Gmail account first. ### Open any email [#open-any-email] Upon opening the email, you will notice the add expense button located in the top right corner. ### Click on it [#click-on-it] ### A sign in window will appear [#a-sign-in-window-will-appear] ### Click on sign in with Google [#click-on-sign-in-with-google] ### Choose the Gmail account you wish to use with Finuto [#choose-the-gmail-account-you-wish-to-use-with-finuto] You might encounter our warning since our o auth is not yet verified by Google. At this point, you can see You can see the client ID. You can see the client ID that we are using. Now click on advance and proceed to go to Finuto. ### You will be directed to the Finuto sign in page [#you-will-be-directed-to-the-finuto-sign-in-page] Click on continue to proceed. Grant Finuto the necessary permission, which includes view your email messages and settings. This allows Finuto to retrieve Gmail data for seamless expense tracking. Now let's understand the scope of justification why Finuto requires this permission. The permission to view your email, messages, and settings is crucial for Finuto to provide comprehensive expense management within Gmail. It enables Finuto to use message IDs to retrieve Gmail data for efficient receipt saving and data restoration, letting you reopen emails to visualize created expenses on our reimbursement cards. The scope of justification of Google OAuth is also outlined in privacy policy of Finuto. After granting access, you will be Clicking on the continue button Once you have continued it, you will be redirecting to the After granting access, you will be prompted to sign in to Finuto using your credentials. Now select your organization. Now choose from the available option, creating an expense, create reimbursement, and you can also forward this email to your Finuto portal. So let's start with creating a expense. ### Here, Select the business, the vendor [#here-select-the-business-the-vendor] ### Enter the invoice number [#enter-the-invoice-number] ### Select the date [#select-the-date] ### Enter the expense amount [#enter-the-expense-amount] ### Select department, select the expense head, and ad description [#select-department-select-the-expense-head-and-ad-description] ### And now submit [#and-now-submit] ### You can easily track the status of expense [#you-can-easily-track-the-status-of-expense] You can approve and reject and edit information by clicking on this edit icon. By clicking on the settings, you have an option to adjust the display resolution. ### And from here, you can log out also [#and-from-here-you-can-log-out-also] And now whenever you will open this mail and by clicking on the add expense button, You will always be able to You will be always be able to see the expense raised by you. That's all for now. Thank you for watching this video. ## Video transcript Hello, everyone. In this video, we will introduce you to phinnoto's revolutionary expense management through seamless Gmail integration. Phinoto aims to streamline the expense management process by leveraging the power of emails, making the experience user-friendly and effortless. With this Chrome extension, you can manage expenses and reimbursements directly from Gmail anytime, anywhere. Let's dive into it. First, log in to your Gmail account. Open any email to begin. Upon opening the email, notice the add expense button located in the top right corner. Click on it to proceed. A sign-in window will appear. Click on "Sign in with Google" to authenticate. Choose the Gmail account you wish to use with phinoto. Please note, you might encounter a warning since our OAuth is not yet verified by Google. Here you can see the client ID that we are using. Now click on "Advance" and proceed to "Go to phinoto. " You will be directed to the sign-in page. Click on continue. Grant phinoto the necessary permissions, which includes viewing your email messages and settings. This is crucial for phinoto to provide comprehensive expense management within Gmail. Let's understand why phinoto requires this permission. The scope of justification for phinoto to view your email messages and settings is essential to retrieve Gmail data for efficient receipt saving and data restoration. This lets you reopen emails to visualize created expenses on our reimbursement cards. The scope of justification for Google OAuth is also outlined in phinoto's privacy policy. After granting access, proceed to sign in to phinoto using your credentials. Select your organization. You can now choose to create an expense, create a reimbursement, or forward the email to your phinoto portal. Let's start with creating an expense. Select the business and the vendor. Enter the invoice number and select the date. Enter the expense amount. Choose the department and the expense head, and add a description. Then, submit your expense. You can easily track the status of your expenses and have the option to approve, reject, and edit information as needed. By clicking on the settings, you can adjust the display resolution and also log out from here. Whenever you open this email click on the add expense button, you will be able to see the expenses raised by you. That's all for now. Thank you for watching this video. # Filters and saved filters Source: https://help.finnoto.in/help/platform/filters-and-saved-filters Product: platform Summary: Narrow any list with filters and save the ones you use often so they are one click away. Section: Help Center **Filter and Save Filter Functionality On Finnoto** When you are working with the large data set or complex search, criteria, you can use the functionality of **"Filter"** and **"Save Filter"** to narrow down and focus on specific information. You can apply various filters to refine the data you want to view or work with. ### Navigate to Filter Section [#navigate-to-filter-section] - Go to the expenses listing or any other listing page and select the "Filter" option. This is usually available next to the search bar. ### Apply Filters [#apply-filters] - Start by applying filters based on your criteria. - Click the "Add More" button to add additional filters if required.. ### Delete Filters (Optional) [#delete-filters-optional] - If you want to remove any applied filters, click on the corresponding "Delete" icon. ### Filter Query [#filter-query] - The selected filter query, will be displayed under the "Filter Query" section. - If you want to clear this query just hit the clear button. - Now to apply this filter on the expense listing, you have to click on the apply button. - Filtered results are now visible, and the applied filter can be seen at the top of the table. ### Save Filter [#save-filter] - To save this filter for future use simply hit the save filter option. ### Customize Filter Name [#customize-filter-name] - In the prompted window, customize the filter's name as per your requirement. - Select the check box of "Make It Global" if required. Making this global will allows all your employees to use this filter on their own portals. ### Access Saved Filters [#access-saved-filters] - Once your filter is saved it will appear in the top right section of the page. - From the dropdown menu , you can see all your saved filters. ### Configure Filter [#configure-filter] - If you wish to configure these filters further, click on the configure. - Under the 'all' tab, you can see all your saved filters. - You can mark them as favorites by clicking the heart button. - To delete any of the filter click over the delete icon. - To apply a saved filter to your listings, simply click the apply button. Making a filter global is also possible from here. - Filters you've saved personally will appear under the 'personal' category. - Under the 'global' tab you can view all your globally applied filters. And under the 'personal' tab you can view all your personally saved filters. ### Cancel Applied Filter [#cancel-applied-filter] - To cancel an applied filter, just click the cancel icon. ### Note: Also with each filter it saves the column configuration as well, adding an extra layer of customization to your experience. [#note--also-with-each-filter-it-saves-the-column-configuration-as-well-adding-an-extra-layer-of-customization-to-your-experience] ## Video transcript Filter and Save Filter Functionality On Finnoto When you are working with the large data set or complex search, criteria, you can use the functionality of "Filter" and "Save Filter" to narrow down and focus on specific information. You can apply various filters to refine the data you want to view or work with. Navigate to Filter Section. Go to the expenses listing or any other listing page and select the "Filter" option. This is usually available next to the search bar. Apply Filters. Start by applying filters based on your criteria. Click the "Add More" button to add additional filters if required.. Delete Filters (Optional). If you want to remove any applied filters, click on the corresponding "Delete" icon. Filter Query. The selected filter query, will be displayed under the "Filter Query" section. If you want to clear this query just hit the clear button. Now to apply this filter on the expense listing, you have to click on the apply button. Filtered results are now visible, and the applied filter can be seen at the top of the table. Save Filter. To save this filter for future use simply hit the save filter option. Customize Filter Name. In the prompted window, customize the filter's name as per your requirement. Select the check box of "Make It Global" if required. Making this global will allows all your employees to use this filter on their own portals. Access Saved Filters. Once your filter is saved it will appear in the top right section of the page. From the dropdown menu , you can see all your saved filters. Configure Filter. If you wish to configure these filters further, click on the configure. Under the 'all' tab, you can see all your saved filters. You can mark them as favorites by clicking the heart button. To delete any of the filter click over the delete icon. To apply a saved filter to your listings, simply click the apply button. Making a filter global is also possible from here. Filters you've saved personally will appear under the 'personal' category. Under the 'global' tab you can view all your globally applied filters. And under the 'personal' tab you can view all your personally saved filters. Cancel Applied Filter. To cancel an applied filter, just click the cancel icon. # Platform Source: https://help.finnoto.in/help/platform Product: platform Summary: Users, roles, approval rules, integrations and company settings. Section: Help Center Everything that is shared across products lives here. ## Topics [#topics] - [Roles](/help/platform/roles) - [Organisation: employees, departments, designations, grades](/help/platform/organisation) - [Filters and saved filters](/help/platform/filters-and-saved-filters) - [Finnoto Chrome extension](/help/platform/chrome-extension) # Add a department Source: https://help.finnoto.in/help/platform/organisation/add-a-department Product: platform Summary: Create departments to group employees and route approvals. Section: Help Center **How to create a Department on the Finnoto portal?** This article provides step-by-step instructions on how to create departments within the system. Follow the steps below to create departments and manage their details effectively. **Step 1: Accessing the Departments Section** To begin, navigate to the HR section in Finnoto and click on "Departments". **OR** Alternately,Click on "Create Department" from the Quick Start menu. ### Adding a New Department [#adding-a-new-department] Once you are in the Departments section, locate the plus button at the top right corner of your screen and click on it. ### Entering the details in Department Form [#entering-the-details-in-department-form] 1. **Department Name:** A form will appear where you can enter the name of the department. 2. **Parent Department:** For a hierarchical organisation structure, you can assign a parent department to a newly created department. 3. **Assigning a Department Manager**Next, you will need to assign a department manager.***Note:*** It is important to note that the department manager is different from the reporting manager of the organization. The department manager is used in approval workflows. If you make changes to an employee, remember to update the respective approval workflow as well. ### Saving the Changes [#saving-the-changes] Once you have entered the department manager, click on the "Save" button to save the changes. Edit Department: Click on the "Edit" button avaialable in Department Listing page, to modify department information, including the Department Name, Parent Department, and Manager. Congratulations! You have successfully created a new department in Finnoto and assigned a department manager. This will help you organize and manage your HR processes effectively. ## Video transcript How to create a Department on the Finnoto portal? This article provides step-by-step instructions on how to create departments within the system. Follow the steps below to create departments and manage their details effectively. Step 1: Accessing the Departments Section To begin, navigate to the HR section in Finnoto and click on "Departments". OR Alternately,Click on "Create Department" from the Quick Start menu. Adding a New Department. Once you are in the Departments section, locate the plus button at the top right corner of your screen and click on it. Entering the details in Department Form. 1. Department Name: A form will appear where you can enter the name of the department. 2. Parent Department: For a hierarchical organisation structure, you can assign a parent department to a newly created department. 3. Assigning a Department ManagerNext, you will need to assign a department manager.*Note:* It is important to note that the department manager is different from the reporting manager of the organization. The department manager is used in approval workflows. If you make changes to an employee, remember to update the respective approval workflow as well. Saving the Changes. Once you have entered the department manager, click on the "Save" button to save the changes. Edit Department: Click on the "Edit" button avaialable in Department Listing page, to modify department information, including the Department Name, Parent Department, and Manager. Congratulations! You have successfully created a new department in Finnoto and assigned a department manager. This will help you organize and manage your HR processes effectively. # Add a designation Source: https://help.finnoto.in/help/platform/organisation/add-a-designation Product: platform Summary: Create designations to assign to employees and use in approval rules. Section: Help Center ## How to create a Designation on the Finnoto portal? [#how-to-create-a-designation-on-the-finnoto-portal] This article provides step-by-step instructions on how to create a new designation within the system. Learn how to access the designation creation form, enter the necessary details, and save the designation successfully. Navigate to HR Menu: To create a designation: Click on "Create Designation" from the Quick Start menu. OR Alternatively, navigate to the HR tab and click on the "Designations" option from the dropdown menu. Locate "+Add Designation" button: Click on the "+Add Designation" button to open the designation creation form. Enter the desired name: Enter a valid name for the designation in the "Name" field. ### Save Designation: [#save-designation] Click on the "Save" button to save the designation ### *Note:*To enhance the efficiency of designation creation, you have the option to enable the "Save and Create Another" checkbox in the Add Designation Form.This allows you to save the current designation and immediately begin creating another one without returning to the previous form. [#noteto-enhance-the-efficiency-of-designation-creation-you-have-the-option-to-enable-the-save-and-create-another-checkbox-in-the-add-designation-formthis-allows-you-to-save-the-current-designation-and-immediately-begin-creating-another-one-without-returning-to-the-previous-form] ### Edit Designation [#edit-designation] If you need to make any edits to the newly created designation, click on the "edit" button. By following these steps, you can easily create a new designation on the Finnoto portal and make any necessary edits to it. ## Video transcript This article provides step-by-step instructions on how to create a new designation within the system. Learn how to access the designation creation form, enter the necessary details, and save the designation successfully. Navigate to HR Menu: To create a designation: Click on "Create Designation" from the Quick Start menu. OR Alternatively, navigate to the HR tab and click on the "Designations" option from the dropdown menu. Locate "+Add Designation" button: Click on the "+Add Designation" button to open the designation creation form. Enter the desired name: Enter a valid name for the designation in the "Name" field. Save Designation: Click on the "Save" button to save the designation. Edit Designation. If you need to make any edits to the newly created designation, click on the "edit" button. By following these steps, you can easily create a new designation on the Finnoto portal and make any necessary edits to it. # Add an employee Source: https://help.finnoto.in/help/platform/organisation/add-an-employee Product: platform Summary: Create an employee record so they can log in, raise expenses and be routed for approvals. Section: Help Center **How to create an Employee on the Finnoto portal?** In this section, you will learn how to add a new employee to the system. Follow the steps below to successfully create an employee with the required details. **Step 1: Accessing the HR Section:** To create an Employee: Click on "Create Employee" from the Quick Start menu. **OR** Alternatively, navigate to the HR tab and click on the "Employees" option from the dropdown menu Locate "+Add" button: On the Employees page, locate and click on the "+ Add Employee" button. ### The employee creation form [#the-employee-creation-form] The employee creation form will appear on the screen. ### Fill in the mandatory details [#fill-in-the-mandatory-details] Fill in the required information, such as the employee's name, email, and employee code. ### Selecting Department,Designation,Grades and Reporting Manager [#selecting-departmentdesignationgrades-and-reporting-manager] Choose the appropriate department, designation,grade and reporting manager for the employee from the respective dropdown menus. Saving the Employee: Check the "Save and Create Another" checkbox if you want to add another employee. else click on the "Save" button to save the employee. ### Editing the Employee [#editing-the-employee] If you need to make any changes to the newly saved employee, you can do so by selecting the "Edit" option. By following these steps, you can easily create a new employee in Finnoto and manage their details efficiently. ## Video transcript How to create an Employee on the Finnoto portal? In this section, you will learn how to add a new employee to the system. Follow the steps below to successfully create an employee with the required details. Step 1: Accessing the HR Section: To create an Employee: Click on "Create Employee" from the Quick Start menu. OR Alternatively, navigate to the HR tab and click on the "Employees" option from the dropdown menu Locate "+Add" button: On the Employees page, locate and click on the "+ Add Employee" button. The employee creation form. The employee creation form will appear on the screen. Fill in the mandatory details. Fill in the required information, such as the employee's name, email, and employee code. Selecting Department,Designation,Grades and Reporting Manager. Choose the appropriate department, designation,grade and reporting manager for the employee from the respective dropdown menus. Saving the Employee: Check the "Save and Create Another" checkbox if you want to add another employee. else click on the "Save" button to save the employee. Editing the Employee. If you need to make any changes to the newly saved employee, you can do so by selecting the "Edit" option. By following these steps, you can easily create a new employee in Finnoto and manage their details efficiently. # Add grades Source: https://help.finnoto.in/help/platform/organisation/add-grades Product: platform Summary: Define employee grades that drive policy limits and approval flows. Section: Help Center **How to add Grades on the Finnoto portal?** In this article, you will learn how to add a new grade to the system. Employee grades are used to categorize and differentiate employees based on their roles and responsibilities within the organization. Follow the steps below to successfully create a grade with the required details. ### Accessing the Employee Grades Menu [#accessing-the-employee-grades-menu] To begin, navigate to the HR menu and select "Grades". **OR** Alternately,Click on "Add Grade" from the Quick Start menu. ### Creating a New Employee Grade [#creating-a-new-employee-grade] Once you are on the Grades page, click on the "Add Grade" button located at the top right corner of your screen. ### Entering Grade Details [#entering-grade-details] In the following page, enter the name or title of the grade in the provided field. ### Setting Grade Priority [#setting-grade-priority] Next, specify the priority of the grade by entering a numerical value. This will determine the hierarchy of the grades within the system. ### Saving the Grade [#saving-the-grade] After entering the necessary details, click on the "Save" button to create the new employee grade. ### Editing an Existing Grade [#editing-an-existing-grade] To make changes to a previously created grade, locate the grade in the list and click on the "Edit" button. Modify the grade details as required. ### Activating or Inactivating a Grade [#activating-or-inactivating-a-grade] To activate or inactivate a grade, locate the grade in the list and click on the "Active" button. This will toggle the status of the grade accordingly. By following these steps, you can easily create, edit, and manage employee grades in Finnoto. Properly categorizing employees based on their roles and responsibilities will help streamline HR processes and ensure efficient management of your organization's workforce. ## Video transcript How to add Grades on the Finnoto portal? In this article, you will learn how to add a new grade to the system. Employee grades are used to categorize and differentiate employees based on their roles and responsibilities within the organization. Follow the steps below to successfully create a grade with the required details. Accessing the Employee Grades Menu. To begin, navigate to the HR menu and select "Grades". OR Alternately,Click on "Add Grade" from the Quick Start menu. Creating a New Employee Grade. Once you are on the Grades page, click on the "Add Grade" button located at the top right corner of your screen. Entering Grade Details. In the following page, enter the name or title of the grade in the provided field. Setting Grade Priority. Next, specify the priority of the grade by entering a numerical value. This will determine the hierarchy of the grades within the system. Saving the Grade. After entering the necessary details, click on the "Save" button to create the new employee grade. Editing an Existing Grade. To make changes to a previously created grade, locate the grade in the list and click on the "Edit" button. Modify the grade details as required. Activating or Inactivating a Grade. To activate or inactivate a grade, locate the grade in the list and click on the "Active" button. This will toggle the status of the grade accordingly. By following these steps, you can easily create, edit, and manage employee grades in Finnoto. Properly categorizing employees based on their roles and responsibilities will help streamline HR processes and ensure efficient management of your organization's workforce. # Organisation Source: https://help.finnoto.in/help/platform/organisation Product: platform Summary: Set up the people side of Finnoto — employees, departments, designations and grades — so expenses route and policies apply correctly. Section: Help Center Approval routing and policy limits depend on who a person is in the organisation. Set these up in this order: 1. [Add departments](/help/platform/organisation/add-a-department) 2. [Add designations](/help/platform/organisation/add-a-designation) 3. [Add grades](/help/platform/organisation/add-grades) 4. [Add employees](/help/platform/organisation/add-an-employee) # AP Executive Source: https://help.finnoto.in/help/platform/roles/ap-executive Product: platform Summary: What an AP Executive can see and do day to day in accounts payable. Section: Help Center As an AP Executive, you have specific responsibilities within the Finnoto portal. Here is a detailed breakdown of your role's functions: ## Raising Expenses/Reimbursements [#raising-expensesreimbursements] - Raise/edit expenses or reimbursements on behalf of vendors. - Raise/edit expenses or reimbursements on behalf of employees. - View all expenses. ## Advances [#advances] - Raise/edit advances. - View all advances. ## Vendor Management [#vendor-management] - View the list of vendors. ## Employee Management [#employee-management] - View the employee list. - View the list of businesses. - View the list of designations. - View the list of departments. - View the list of employee grades. ## Notification Preferences [#notification-preferences] - Ability to view the notification preference list. ## User Groups [#user-groups] - Add/edit user groups. ## Reports [#reports] - View Reports. # AP Manager Source: https://help.finnoto.in/help/platform/roles/ap-manager Product: platform Summary: What an AP Manager can see and do: approvals, payments and expense oversight. Section: Help Center As an AP Manager, you hold a pivotal role in managing various financial aspects within the organisation. Below is an outline of the responsibilities and tasks associated with your role: ## Raise Expenses and Reimbursements [#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 [#expense-management] - View and add/edit expenses. - View and manage approval workflows for expenses. ## Advance Management [#advance-management] - View advances. - Add or edit all types of advances and manage their details. ## Business Management [#business-management] - View and add/edit businesses. ## Vendor Management [#vendor-management] - Invite vendors and manage vendor lists. - Add or edit vendor details. ## Employee and HR Management [#employee-and-hr-management] - View and add/edit employees. - View and manage employee lists, grades, designations, and departments. ## Bulk Data Upload [#bulk-data-upload] - Utilise the capability to upload bulk expense data. ## Notification Preferences [#notification-preferences] - View the list of notification preferences. ## Expense Heads and Customization [#expense-heads-and-customization] - View and modify the list of existing expense heads. - Add or edit choice types and custom fields. ## Payment Modes and Configurations [#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 [#document-management] - Add or edit uploaded documents for reference. ## Payment Management [#payment-management] - View and add/edit payments. - Release the payment of approved expenses. ## Reports and Analysis [#reports-and-analysis] - Manage reports. # Catalogue Manager Source: https://help.finnoto.in/help/platform/roles/catalogue-manager Product: platform Summary: What a Catalogue Manager can see and do with items, categories and rate cards. Section: Help Center **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 [#ability-to-raiseedit-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. [#ability-to-raiseedit-advances] - Add or edit all types of advances and manage their details. ## Bulk Data Upload [#bulk-data-upload] - Utilise the capability to upload bulk vendor, HR, and expense data. ## Bank Approvers [#bank-approvers] - Add or edit bank approvers to facilitate efficient financial procedures. ## Advance Categories [#advance-categories] - View the list of all advance categories available for raising an advance. - Add or edit advance categories as needed. ## Notification Preferences [#notification-preferences] - View the list of notification preferences. - Add or edit notification preferences to ensure timely communication. ## Expense Heads and Customization [#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 [#payment-modelimit-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. # FinOps Admin Source: https://help.finnoto.in/help/platform/roles/finops-admin Product: platform Summary: What a FinOps Admin can see and do across expenses, advances, vendors and configuration. Section: Help Center 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 [#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 [#expense-management] - View and add/edit expenses. - View and manage approval workflows for expenses. - Override approval workflows if necessary. ## Advance Management [#advance-management] - Add or edit all types of advances and manage their details. ## Business Management [#business-management] - View and add/edit businesses. ## Vendor Management [#vendor-management] - Invite vendors and manage vendor lists. - Add or edit vendor details. ## Employee and HR Management [#employee-and-hr-management] - View and add/edit employees. - View and manage employee lists, grades, designations, and departments. ## Approval Delegations [#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 [#expense-approval-limits] - View the list of expense approval limits. - Add or edit expense approval limits to streamline expenditure control. ## Bulk Data Upload [#bulk-data-upload] - Utilise the capability to upload bulk vendor, HR, and expense data. ## Bank Approvers [#bank-approvers] - Add or edit bank approvers to facilitate efficient financial procedures. ## Advance Categories [#advance-categories] - View the list of all advance categories available for raising an advance. - Add or edit advance categories as needed. ## Notification Preferences [#notification-preferences] - View the list of notification preferences. - Add or edit notification preferences to ensure timely communication. ## Expense Heads and Customization [#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 [#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 [#document-management] - Add or edit uploaded documents for reference. ## Payment Management [#payment-management] - View and add/edit payments. - Release the payment of approved expenses. ## Bank Details and Management [#bank-details-and-management] - View and add/edit bank details. ## Reports and Analysis [#reports-and-analysis] - View reports. # HR Manager Source: https://help.finnoto.in/help/platform/roles/hr-manager Product: platform Summary: What an HR Manager can see and do: employees, departments, designations and grades. Section: Help Center As a Human Resources Manager, your role is crucial in the management of HR.Below is an outline of the responsibilities and tasks associated with your role: ## Raise Expenses and Reimbursements [#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. ## Advance Management [#advance-management] - Add or edit all types of advances and manage their details. ## Business Listing and Details page view. [#business-listing-and-details-page-view] - View businesses listing and details page.. ## Employee and HR Management [#employee-and-hr-management] - View and add/edit employees. - View and manage employee lists, grades, designations, and departments. ## Workflow [#workflow] - View workflows of expenses and advances. ## Bulk Data Upload [#bulk-data-upload] - Utilize the capability to upload bulk HR data. ## User Group [#user-group] - User Groups and Management - Add or edit user groups and manage user lists. ## Document Management [#document-management] - Add or edit uploaded documents for reference. ## Bank Details and Management [#bank-details-and-management] - View and add/edit bank details. ## Reports and Analysis [#reports-and-analysis] - View reports. # Roles Source: https://help.finnoto.in/help/platform/roles Product: platform Summary: What each Finnoto role can see and do. Use this to decide which role to give a new user. Section: Help Center A user can hold more than one role. Give the narrowest set that covers their job; you can add more later. | Role | Give it to | | --- | --- | | [FinOps Admin](/help/platform/roles/finops-admin) | The person who owns Finnoto for your company | | [AP Manager](/help/platform/roles/ap-manager) | Whoever approves and oversees payables | | [AP Executive](/help/platform/roles/ap-executive) | The team doing day-to-day AP work | | [Vendor Manager](/help/platform/roles/vendor-manager) | Whoever onboards and maintains vendors | | [Catalogue Manager](/help/platform/roles/catalogue-manager) | Whoever maintains items and rate cards | | [HR Manager](/help/platform/roles/hr-manager) | Whoever maintains employees, departments and grades | # Vendor Manager Source: https://help.finnoto.in/help/platform/roles/vendor-manager Product: platform Summary: What a Vendor Manager can see and do with vendor invitations, details and documents. Section: Help Center The role of a Vendor Manager involves overseeing the vendors and their associated tasks within the organization.Below is an outline of the responsibilities and tasks associated with this role: ## Raise Expenses [#raise-expenses] - You have the authority to raise/edit expenses on behalf of vendors. ## Vendor Management [#vendor-management] - Invite vendors and manage vendor lists. - Add or edit vendor details. ## Advance Management [#advance-management] - Add or edit all types of advances and manage their details. # Create a purchase request and generate a purchase order Source: https://help.finnoto.in/help/procurement/create-a-purchase-request-and-order Product: procurement Summary: Raise a purchase requisition, get it approved, and turn it into a purchase order for the vendor. Section: Help Center ### Hello everyone [#hello-everyone] So today we will learn how to create purchase request on Finuto and from that purchase request how to generate a purchase order. So for this first navigate to the purchases module. From this module click over the purchase request and from the Add PR button you will be able to see the create purchase request form here. In this form if you want to upload any document, you can upload it. ### Although it's not a mandatory thing [#although-its-not-a-mandatory-thing] Once it's uploaded, save it here. If you are an AP user you will get a option to edit the from field. But if you are a regular employee, your name will be automatically fetch over here. That cannot be editable. But the two field is editable. If there are multiple businesses, you will be able to select the business you want to share the your pr. So here like here if I'm changing it and this is my two business. So this the first field is needed by date till when you need this request to be fulfilled that you have to enter over here in the department field this department is automatically fetched based on the employees department. But if you want to change it, the whole list is coming and we can change it from here. ### The other field is the purchase category [#the-other-field-is-the-purchase-category] If you want to categorize your purchases and it's then you can select it from the list Location, billing address and shipping address will be automatically populated from your. Thus from the selection of the business in case if you want to edit it and if there is any other location available then also you can create it or you can select it from the drop down business unit. ### If there are business units then you can add it [#if-there-are-business-units-then-you-can-add-it] ### Although it's also not a mandatory field [#although-its-also-not-a-mandatory-field] Similarly LOB Cost center can be added and in the preferred vendor section here you will be able to see all the vendors which are available on the portal. So if you want to enter any preferred vendor you can add it or either you can skip skip it as well. Similarly if you want to have enter the Zoho reference id. If you have then you can enter else you can skip this as well. In the purchase reason you have to mention the reason for the request and then you can proceed with the next here in the search and select item you can search the item by the item name or by the item id. These items will be the items that are available in your organization's catalog which is present over here in the items card. So by using the item code or by using the name you are able to see this in case you want to add a new item, create a new item, then also you have the Option to create item. ### This item will be added on the catalog [#this-item-will-be-added-on-the-catalog] Okay, so here this is added. ### You can see the details over here [#you-can-see-the-details-over-here] These details are coming as pre filled because during the creation of the item or on the entering the items in the catalog here, these details have been filled. Like the price is filled and the GST is associated with this item is filled and the HSN code. These kinds of things will be filled from the items catalog. And once you will opt it that item it will be automatically populated. But in case if you want to edit it, you have the option to edit it. Like you can change the rate, you can change the quantity GST you can select in other details we have the option to enter the GL Business unit cost Center LOB location. If you want to enter these things for this particular item, you have the option to select it anytime and you can put comment as well. Now after clicking over the next you can see in the item summary here the item is coming with the total amount. In case if you want to edit it or delete it, you have the option to edit it or delete it. On going next here in the summary you will be able to see the whole summary of the purchase details which you have entered. ### And now you have two options [#and-now-you-have-two-options] Either to save it as a draft or later it can be edited and submitted. And the second option is to submit. For now I am going to submit by using the save button. Once this is done, this purchase request has been created and you can see under the document, that particular document will come under the Items tab, that item will come and in the approval workflow, if there is any approval workflow that is set for the PR that will come. So here you can see the approval workflow is in a pending approval state because it's required the approval of this particular user. So if I'm approving this after it got approved, the status will be changed to the pending port. Once it's in the pending port state, you'll get the option to create a purchase order from this pr. So by using this option create po, we are able to generate a po. ### All the details from the PR will be fetched [#all-the-details-from-the-pr-will-be-fetched] As you can see, in case if you want to edit it, you have you can edit it anytime. And if you want to add any terms and condition, then also you can add the terms and condition. Okay, these terms and condition will be set from the configuration section. ### Going next here that particular item is populated [#going-next-here-that-particular-item-is-populated] If you want to edit it or if you want to replace this item. This option is coming over here on going next and by using the save button you are able to save the pod. So once the PO is saved in the detail page of the PO you will be able to see the related PR where you will be able to see the identifier of the PR and if you click over it it will navigate to the PR from which this PO has been created. And if in the PR the same related PO is coming and on clicking over it you will be navigating to the po. So here in the PO you will be able to see the Documents tab Items Approval Workflow if there is any approval workflow like in PR it will appear over here and once it's approved and the status here changed to the pending delivery then we have the option in the pending acknowledgment state. And once it's acknowledgment acknowledged by vendor, if it's a vendor managed or if it's acknowledged by the AP user then once it's in the pending delivery state, when the PU is in the pending delivery state here we are getting the option to create GRN srl. So this is how from the PR a PO is generated and from the PO we can create a GRN srn. So this we will take over in our next videos where we'll proceed with the further processes of GRN SRN PO to GRN SRN to expense creation. So thank you for watching this video. ## Video transcript Hello everyone. Today we will learn how to create a purchase request on Finnoto, and from that purchase request, how to generate a purchase order. First, we need to navigate to the purchases module. From this module, we click on the purchase request, and from the Add PR button, we will see the create purchase request form. In this form, if we want to upload any document, we can upload it. This is optional. Once uploaded, we save it here. If we are AP users, we get the option to edit the 'from' field. For regular employees, our name is automatically fetched and cannot be edited. The 'to' field is editable. If there are multiple businesses, we can select the business to share our PR with. So here, if we change it, and these are our two businesses. The first field is 'needed by date' where we enter when we need this request fulfilled. In the department field, the department is automatically fetched based on our department, but if we want to change it, the full list appears and we can change it from here. The next field is the purchase category. If we want to categorize our purchases, we can select it from the list. Location, billing address, and shipping address are automatically populated from our business selection. If we want to edit or select another location we can create it or select it from the dropdown. For business unit, if there are business units, we can add them. This is also optional. Similarly, LOB and cost center can be added. In the preferred vendor section, we will see all vendors available on the portal. If we want to enter a preferred vendor, we can add it or skip it. If we want to enter the Zoho reference ID, we can add it or skip it. In the purchase reason, we mention the reason for the request and then proceed. In the search and select item section, we can search by item name or item ID. These items are from our organization's catalog, which is shown in the items section. By using the item code or name, we can find the item. If we want to add a new item, we have the option to create it. This item will be added to the catalog. Here, the item is added. We can see the details here. These details are pre-filled because they were entered during item creation or catalog entry. The price, GST, and HSN code are filled from the items catalog. Once we select the item, details are automatically populated. If we want to edit, we have the option. We can change the rate, quantity, GST, and select other details like GL, business unit, cost center, LOB, and location for this item. We can also add comments. After clicking next, we see the item summary with the total amount. If we want to edit or delete, we have those options. On going next, in the summary, we see all purchase details entered. Now we have two options: save as draft, which allows us to edit and submit later. For now, we will submit using the save button. Once done, the purchase request is created. Under the document tab, the document will appear. Under the Items tab, items will show up. In the approval workflow, if any is set for the PR, it will show here. We can see the approval workflow is in pending approval because it needs approval from a approver. If we approve this, after approval, the status changes to pending Quote. When it's in pending quote state, we get the option to create a purchase order from this PR. By using create PO, we generate a PO. All details from the PR are fetched. If we want to edit, we can do it anytime. If we want to add terms and conditions, we can add them. These terms and conditions are set from the configuration section. Going next, the item is populated. If we want to edit or replace this item, the option is here. On going next, by using the save button, we save the PO. Once the PO is saved, on the PO detail page, we can see the related PR, where the PR identifier is visible. Clicking it navigates to the PR from which this PO was created. In the PR, the related PO is also shown, and clicking it takes us to the PO. In the PO, we can see the Documents tab, Items, and Approval Workflow. If there is an approval workflow like in PR, it appears here. Once approved and the status changes to pending delivery, we get the option in the pending acknowledgment state. Once it's acknowledged by the vendor (if vendor managed) or by the AP user), and the PO is in pending delivery state, we get the option to create G R N S R N. This is how, from the PR, a PO is generated, and from the PO, we can create a G R N S R N. We will cover the next process like PO to G R N S R N to Expense creation in our upcoming videos. Thank you for watching this video. # Create a GRN/SRN from a PO and raise the expense Source: https://help.finnoto.in/help/procurement/create-grn-srn-and-expense Product: procurement Summary: Record goods or services received against a purchase order, then generate the expense from that receipt. Section: Help Center In this tutorial, you'll learn how to create a GRN SRN from a Purchase Order (PO) and generate an expense from the GRN SRN. Start by recalling our previous discussion on creating a purchase request and generating a PO from it. Now, let's create a GRN SRN from the PO. When the PO is in a pending delivery state, you'll see an option to create a GRN SRN under actions. In this state, you also have the option to record or create an advance, or add a GRN SRN user. A document from the PO is automatically generated in PDF format. Share this with the vendor using the Send Email option. ### To create a GRN SRN, click on Create GRN SRL [#to-create-a-grn-srn-click-on-create-grn-srl] In the Create GRN SRN form, the PU number is automatically fetched. Enter the Chalan number if available, select the receiver, and enter the receiving date. You can add any comments or attach documents using the Add button. The items in the PO are reflected under the item section. Select an item and check its details. ### The total required quantity in the PR was 5 kgs [#the-total-required-quantity-in-the-pr-was-5-kgs] In PU also it was 5 kgs. In the GRN SRN, you can accept or reject as per the product received. After saving, you'll see the GRN SRN generated from the PO. If there's a workflow set, follow the approvals to get it in the approved state. In the Info tab, you'll see the requested PO, the related PO, and the PO status changed to completed after the generation of GRN SRN. ### Under the document section, you'll find the auto-generated PDF [#under-the-document-section-youll-find-the-auto-generated-pdf] In the Items section, you'll see the items that you've created in the GRN SRN. ### In the node section, any generated node will appear [#in-the-node-section-any-generated-node-will-appear] ### Under actions, you have the option to attach an expense [#under-actions-you-have-the-option-to-attach-an-expense] You can either attach an existing expense between the vendor and the client or create a new one. ### To create an expense, select the document file [#to-create-an-expense-select-the-document-file] Once uploaded, all details will appear in the expense. ### Add the invoice number and enter the due date [#add-the-invoice-number-and-enter-the-due-date] ### The department is automatically fetched [#the-department-is-automatically-fetched] ### You'll see the item from the GRN SRN [#youll-see-the-item-from-the-grn-srn] Next, you'll see the GST amount and the total GST. In the summary, you'll see other details mentioned during the creation of the expense. ### Save the expense [#save-the-expense] If you want to save it as a draft, you have that option. Once saved, under the Info tab, you'll see the related PO, PR, and GRN SRN. ### Under the document section, you'll see the document [#under-the-document-section-youll-see-the-document] ### Under the item section, you'll see the items [#under-the-item-section-youll-see-the-items] If there's an approval workflow set for the invoice approval, it will appear here. Under notes, you'll see the approval workflow that has been generated. Once approved, you get the option to record payment. ### Proceed to payment and select the mode of payment [#proceed-to-payment-and-select-the-mode-of-payment] After recording the payment, the whole process is completed. The process started from the PR, from which the PO was generated. From this PO, a GRN SRN was created and from this GRN SRN, the invoice was completed. Once the payment is done, you can see the payment details under the payments table. That's how you create a GRN SRN from a PO and generate an expense from the GRN SRN. ## Video transcript Hello everyone. Today, we will learn how to create a GRN SRN from a PO and how to create an expense from the GRN SRN. As we discussed earlier, we have already shown how to create a purchase request and how to generate a PO from this request. Now, let's look at how to create a GRN SRN from the purchase order. As mentioned before, when the PO is in a pending delivery state, we get the option to create a GRN SRN under actions. We also have the option to record or create an advance at this stage. If we want to add a GRN SRN user, we can do it here. When the PO is in a pending delivery state, a document from the PO is automatically generated in PDF format. We can share this with the vendor using the "Send Email" option. This option lets us notify the vendor about the purchase order and send the purchase order document. This way, an email goes to the vendor. To create a GRN SRN, we click on "Create GRN SRN". In the Create GRN SRN form, the PO number is filled in automatically. If there is a Chalaan number, we can enter it or skip this step. We need to select the receiver and enter the receiving date. If we want to attach any documents, we can use the "Add" button. The items in the PO show up under the item section. We select the item and check the item details. The required quantity in the PR was 5 kilograms, and it was the same in the PO. In the GRN SRN, we can accept or reject based on the product received. If we enter "5" and save, we can see that the GRN SRN is generated from the PO. From the GRN SRN, we can see that no workflow is set. If a workflow is set up, just like PR and PO, we need to follow the approval process until it is approved. Here, in the Info tab, under the request PO table we can see, the related PO, and the PO's status, which changes to "completed" once the GRN SRN is generated from the PO. This is if all items are covered in the GRN SRN. In the document section, an auto-generated PDF will appear soon. In the Items section, we can see the items for which we created the GRN SRN. If any notes are present, they will show up in the note section. , we can see the generated GRN SRN receipt document. Once the GRN SRN is created and approved, we can view the details. In the Actions section, we have the option to attach an expense. If an existing expense exists between the vendor and the client, we can attach that to this GRN, or we can create a new expense. For now, we will create a new expense. We need to select the document file here. Once it is uploaded, all the details appear in the expense. The only required information is the invoice number. If we enter the due date, the department is filled in automatically. The expense set POC is already attached, and location and other details are filled as per the PO. Moving forward, we can see the item that is in the GRN SRN. Next, we can view the GST amount and the total GST. In the summary, we can see other details entered during the creation of the expense. To submit, we just use the save button. If we want to save it as a draft, that option is available. For now, we are submitting it. Once the expense is saved, it is done. Under the Info tab, we can see the related PO, PR, and GRN SRN. By clicking on the identifier, we go to the current document. In the Document section, we find the document. In the Item section, we see the items. If there is an approval workflow set for invoice approval, it will show up here. In the Notes section, we can see the generated approval workflow. Once the invoice is approved by the approvers, it can be paid. We will show this by approving the invoice. After approval, the option to record payment becomes available. By going to payment and selecting the mode of payment, we can record the payment. With this, the entire process is completed. It starts with the PR, from which the PO is generated. From this PO, a GRN SRN is created. From this GRN SRN, the invoice process is completed. Once the payment is made, we can see the payment details under the Payments table. This is how we proceed with the creation of GRN SRN from the PO and the creation of expenses from the GRN SRN. Thank you for watching this video. # Procurement Source: https://help.finnoto.in/help/procurement Product: procurement Summary: Purchase requests, purchase orders, vendor onboarding, budgets and matching. Section: Help Center Procurement takes a need ("we need 40 laptops") through request, approval, order, receipt and bill — with the budget checked at each step and the vendor's invoice matched against what was ordered and received before it's paid. ## Flow [#flow] 1. **Purchase request (PR)** — anyone with the role raises one; it's checked against budget and routed for approval. 2. **Purchase order (PO)** — created from an approved PR (or directly, if allowed) and sent to the vendor. 3. **Goods receipt** — what actually arrived, recorded against the PO. 4. **Vendor bill** — matched three ways (PO, receipt, bill) and queued for payment. ## Topics [#topics] - [Create a purchase request and generate a purchase order](/help/procurement/create-a-purchase-request-and-order) - [Create a GRN/SRN from a PO and raise the expense](/help/procurement/create-grn-srn-and-expense) - [Vendors](/help/procurement/vendors) # Add a business-managed, GST-registered vendor Source: https://help.finnoto.in/help/procurement/vendors/add-a-gst-registered-vendor Product: procurement Summary: Add a vendor yourself with their GSTIN, bank details and documents, instead of inviting them to self-onboard. Section: Help Center In this tutorial, we'll guide you through the process of adding a GST vendor on Finoto. By following these steps, you'll be able to manage your vendors more efficiently. ### Navigate to the parties section on Finoto [#navigate-to-the-parties-section-on-finoto] ### Select my vendor [#select-my-vendor] On the vendor listing page, locate the add vendor button on the top right. ### Click on the add vendor button [#click-on-the-add-vendor-button] ### Choose the type of vendor you're adding [#choose-the-type-of-vendor-youre-adding] In this case, we're adding a GST vendor. ### Enter a valid GSTN number [#enter-a-valid-gstn-number] Once entered, the vendor's details will appear, including their status and E invoice tag. ### Scroll down to the connect business section [#scroll-down-to-the-connect-business-section] Here, select the business you want to connect with this vendor. ### Proceed to the next stage, metadata [#proceed-to-the-next-stage-metadata] In the metadata stage, enter the vendor's mobile number, email, payment profile, credit period, reverse stars, and vendor category poc. If you don't have all the details, you can skip this part and move to the next stage. ### The next stage is the document stage [#the-next-stage-is-the-document-stage] Here, upload the required documents. Once you've uploaded the required documents, proceed to the next stage. ### The following stage is the bank account stage [#the-following-stage-is-the-bank-account-stage] Enter the vendor's bank account details and upload the required documents to verify the account. After verifying the bank account, proceed to the MSME detail stage. If your business falls under MSME, select the MSME category registration and enter the roster number. If not, you can skip this part. ### The next stage is the ltds stage [#the-next-stage-is-the-ltds-stage] If your business is ltds, enter the LTDS number, certificate TDS section, and upload the required document. If not, you can skip this part. ### Proceed to the final stage [#proceed-to-the-final-stage] Here, you'll see a list of all vendors registered under your PAN number. If you want to select other GSTN vendors, you can do so here. After selecting your vendors, click save. Upon saving, you'll be directed to the vendor detail page, where you'll see all the details you've entered. ## Video transcript Welcome everyone! Today, we'll walk you through the process of adding a Business managed GST vendor on Finnoto. Start by navigating to the Parties module and selecting "My Vendor". This will take you to the vendor listing page. On the top right of the page, find and click on the "Add Vendor" button to open a new window. We're focusing on adding a GST vendor, so you'll need to provide a valid GSTIN number. Once you've entered the GSTIN number, the vendor's details, including their active status and E-invoice tag, will be displayed. Next, you'll see an option to connect with your businesses. Here, select the business you wish to associate with this vendor. Proceeding to the metadata stage you'll be asked to provide details like the vendor's email, mobile number, payment profile, credit period, reverse charge, point of contact, and vendor category. If you have these details, enter them. If not, this part can be skipped The following stage involves uploading necessary documents. For example, we'll add a sample document and save the details. After uploading the required documents, you can proceed to the next stage Bank documents This step requires you to provide the vendor's bank account details, including the account number and IFSC code. There's also a section to upload a cancelled cheque document to verify the bank account belongs to the vendor Next, we reach the MSME detail stage. If your business falls under MSME, select the MSME category and input the registration number. If not, this part can be skipped We then move on to the LTDS details stage. If your business is liable for LTDS, you'll need to input the LTDS details and upload the relevant document. If not, this part can be skipped. Now, you'll see a list of all the GSTIN's of the vendors registered under this PAN number. If you wish to select other GSTIN of the vendors, you can do so. After selecting, save to conclude the process. Upon saving, you'll be presented with the vendor account detail page showing all the details you've entered. That's how you can easily add a GST vendor on Finnoto. Thank you for watching this video. # Add a business-managed vendor without GST Source: https://help.finnoto.in/help/procurement/vendors/add-a-non-gst-vendor Product: procurement Summary: Add an unregistered vendor yourself with PAN, bank details and documents. Section: Help Center In this tutorial, you'll learn how to add a non-GST business managed vendor on Finodo. ### Navigate to the Parties section [#navigate-to-the-parties-section] ### Select my vendor [#select-my-vendor] This action will lead you to the vendor listing page. Click on the Add Vendor button located in the top right corner. ### In the Add Vendor window, select non GST vendor [#in-the-add-vendor-window-select-non-gst-vendor] ### A field titled Vendor Type will appear [#a-field-titled-vendor-type-will-appear] Choose the appropriate type of vendor. Fill in the vendor details such as the pan number, vendor name, address, and PIN code. In the Connect your businesses section, select the business you want to link with this vendor. ### Fill in the basic vendor details in the Metadata section [#fill-in-the-basic-vendor-details-in-the-metadata-section] These include vendor, email, mobile number, payment profile, credit period, reverse charge, vendor category, and poc. If you don't have these details, you may skip this part. Upload the required documents for the vendor in the document section. ### Fill in the basic details and upload the document [#fill-in-the-basic-details-and-upload-the-document] Enter the bank account details such as the bank account number and the IFSC code in the Bank Account section. Upload a cancelled check to verify the bank account belongs to the vendor. If your vendor falls under an MSME, enter details of MSME category and the MSME registration number in the AMSME Details section. If not, skip this part. If your vendor is subject to LTDs, enter details like LTDs numbers, expiry date, and TDS section in the LTDS Details section. If not, skip this part. ### Save your entries [#save-your-entries] Upon saving, the **Vendor detail** page will open displaying all the vendor details. And that's it! You've successfully added a non-GST vendor on Finodo. ## Video transcript In this tutorial, you'll learn how to add a non-GST business managed vendor on Finodo. Navigate to the Parties section. Select my vendor. This action will lead you to the vendor listing page. Click on the Add Vendor button located in the top right corner. In the Add Vendor window, select non GST vendor. A field titled Vendor Type will appear. Choose the appropriate type of vendor. Fill in the vendor details such as the pan number, vendor name, address, and PIN code. In the Connect your businesses section, select the business you want to link with this vendor. Fill in the basic vendor details in the Metadata section. These include vendor, email, mobile number, payment profile, credit period, reverse charge, vendor category, and poc. If you don't have these details, you may skip this part. Upload the required documents for the vendor in the document section. Fill in the basic details and upload the document. Enter the bank account details such as the bank account number and the IFSC code in the Bank Account section. Upload a cancelled check to verify the bank account belongs to the vendor. If your vendor falls under an MSME, enter details of MSME category and the MSME registration number in the AMSME Details section. If not, skip this part. If your vendor is subject to LTDs, enter details like LTDs numbers, expiry date, and TDS section in the LTDS Details section. If not, skip this part. Save your entries. Upon saving, the Vendor detail page will open displaying all the vendor details. And that's it! You've successfully added a non-GST vendor on Finodo. # Set document preferences and invite vendors Source: https://help.finnoto.in/help/procurement/vendors/document-preferences-and-vendor-invites Product: procurement Summary: Choose which documents vendors must submit, then send invitations — for AP users with the right permission. Section: Help Center In this tutorial, you'll learn how to set document preferences for vendors and invite them via the AP portal. Start by navigating to the Configurations menu. ### Click on Document [#click-on-document] Now, you're in Preferences. Here, set the documents needed from the vendor during onboarding or for KYC documentation. ### Click on Add New to add a document [#click-on-add-new-to-add-a-document] ### Select a document from the list [#select-a-document-from-the-list] For example, if you need to add a COI, select it and decide if it's mandatory for the vendor to upload. ### Click Save [#click-save] You'll see the document under the selected tab. It's now a mandatory document for the vendor to upload. ### You're able to disable or enable the document's mandatory status [#youre-able-to-disable-or-enable-the-documents-mandatory-status] ### To deactivate a document, click on Status [#to-deactivate-a-document-click-on-status] The document will now appear in the deactivated section and will be removed from the document reference list. To add a document not provided in the selection list, select Other Documents. ### Enter the name of the document [#enter-the-name-of-the-document] If you want to provide a sample document for the vendor, upload it here. The file can be a .jpg, .png, or .pdf. ### Set whether the document is mandatory or not [#set-whether-the-document-is-mandatory-or-not] ### If there's an expiry date for the document, enter it [#if-theres-an-expiry-date-for-the-document-enter-it] Once done, you'll see the document in the list. To set separate documents for private limited vendors, switch on this option and click Add New. For added documents not in the list, you can add configurations. If you want to add custom data, such as an expiry date field or a specific type of field, you can do so here. Any customizations you make to the added document can be set here. Set whether the field is mandatory or not, and its priority. Now, let's move on to inviting a vendor from the portal. ### Go to the Parties section [#go-to-the-parties-section] ### Click on Vendor Invitation [#click-on-vendor-invitation] ### On the Vendor Invitations page, click on Invite Vendor [#on-the-vendor-invitations-page-click-on-invite-vendor] ### You have two options [#you-have-two-options] You can either copy the link and send it to your vendor, or enter the vendor's email and share the link. The vendor will receive an invitation with the onboarding link in their email. If you need to know your client ID, it's displayed here. And that's it! You've now set up document preferences for vendors and initiated vendor invitations from the AP portal. ## Video transcript Hello everyone. Today, we will show you how to set up document preferences for vendors on the AP portal, as well as how to invite a vendor from the portal. To start, go to the Configurations menu. Next, click on Document Preferences. Here, we can setdocuments which vendors need to (COI), submit during select onboarding or for KYC documentation. There are several options here. To set a common document requirement for all vendors, select the common tab and click the "add new" button. A selection list is available with some pre-loaded documents. For example, to add a Certificate of Incorporation it and choose whether vendors must upload this document or not. Save the changes and the document will appear under the tab you selected. Now, the COI is a required document for the vendor to upload. In the mandatory column, you can enable or disable the requirement for the document. If you want to deactivate a document, simply click to deactivate it. The deactivated document will move to the inactive tab and be removed from the document reference list. If you need to add a document that is not in the selection list, use the "other documents" option. Select it, enter the name of the document then description and, if needed, upload a sample of the document. Uploading a sample helps vendors understand what the required document should look like. You can upload the sample document here. The document can be a. jpg,. png, or. pdf file. You can set whether it’s a mandatory or non-mandatory document. You can also set an expiry date if needed. The document will then appear in the list. If you are working with a private limited company and need to set specific documents for these vendors, you can do that here. Toggle the switch and click the "Add New" button. The same process applies here. Now, let’s look at the other document you’ve added. Here by using the configuration option you can also add custom fields as per your requirement, such as a date field or any other type of field you need. Field types can include numbers, dates, date ranges, strings, and text areas. If you need a specific customization for an added document, you can do that here. This new field will appear, and you can set whether it’s mandatory and its priority. This is how we set the document preferences for a vendor. Now, let’s move on to inviting a vendor from the portal. Go to the "Parties" section, then click on "Vendor Invitation". On the Vendor Invitations page, we can invite the vendor. There are two options: either copy the link and send it to the vendor by email, WhatsApp, or text message. When your vendor clicks the link, they can sign up and complete onboarding. The second option is to enter the vendor’s email ID and then share the link. The vendor will get an invitation with the onboarding link in their email. By following the steps, they can easily onboard to the Finnoto portal. If you are looking for the client ID, it is provided here. If the vendor has already signed up but needs the client ID to connect with your business, then you can find it from here. The client ID is also sent in the email invitation. So this is how we can set up document preferences for the vendors and send vendor invitations from the Finnoto portal. Thank you for watching this video. # Vendors Source: https://help.finnoto.in/help/procurement/vendors Product: procurement Summary: Two ways to get a vendor into Finnoto — invite them to onboard themselves, or add them yourself — and what to set up first. Section: Help Center **Vendor-managed** vendors receive an invitation, fill in their own details and documents, and keep them current through the vendor portal. **Business-managed** vendors are added and maintained by your team. - [Vendor onboarding and Client Connect](/help/procurement/vendors/vendor-onboarding-and-client-connect) - [Set document preferences and invite vendors](/help/procurement/vendors/document-preferences-and-vendor-invites) - [Add a business-managed, GST-registered vendor](/help/procurement/vendors/add-a-gst-registered-vendor) - [Add a business-managed vendor without GST](/help/procurement/vendors/add-a-non-gst-vendor) # Vendor onboarding and Client Connect Source: https://help.finnoto.in/help/procurement/vendors/vendor-onboarding-and-client-connect Product: procurement Summary: How a vendor is invited, completes onboarding, and connects to your business through Client Connect. Section: Help Center In this tutorial, you'll learn how to onboard a vendor on Finoto. This process involves inviting the vendor, completing the registration process, and establishing a connection with the client. ### Navigate to the Parties menu and select Vendor [#navigate-to-the-parties-menu-and-select-vendor] Click the Invite Vendor button located at the top right corner. ### A Vendor invitation model will open [#a-vendor-invitation-model-will-open] Here, you have two options. First, copy the link and share it directly with your vendor. This link allows your vendor to sign up on the Finoto portal. Second, enter the vendor's email address. ### Enter your vendor's email address [#enter-your-vendors-email-address] ### Share the link [#share-the-link] Once you share the link, an invitation will be sent to your vendor's email account from Finuto. ### The vendor will receive an email from Finuto [#the-vendor-will-receive-an-email-from-finuto] By clicking on the link in the email, they'll be directed to the sign-up page of Finuto. Here, they'll enter their name, email address, and password, then click Next. The vendor will receive an email with an OTP on their registered email ID. ### Copy the verification code [#copy-the-verification-code] ### Click Verifier, then Continue [#click-verifier-then-continue] The vendor can then create a new business. They'll need to enter the registered GSTIN of their business. The details related to this GSTIN will automatically fetch. Once confirmed, click Next. The PAN and GSTN certificate number will be fetched from the data of the entered GSTIN. Click Next. ### The vendor needs to provide their bank account details [#the-vendor-needs-to-provide-their-bank-account-details] If the vendor is an MSME vendor, they'll need to fill in their MSME details. If the vendor has a lower TDS number, they'll need to fill in the details here. Click Next to complete the onboarding process. If you're logged out or the screen is locked out, re-login with your credentials. Navigate to the Add Client window. ### Enter the client ID received in the vendor invitation email [#enter-the-client-id-received-in-the-vendor-invitation-email] ### Click Connect [#click-connect] All the details of your business and client ID will appear. Using the client ID, all businesses related to this particular client will appear. Select the business you want to connect with. ### Select the particular business [#select-the-particular-business] If you logged out after vendor onboarding, log in to your vendor portal and navigate to the My Client section. Click Add Client. ### Enter the client ID given in the vendor invitation [#enter-the-client-id-given-in-the-vendor-invitation] ### Enter the client ID [#enter-the-client-id] ### Select the client business [#select-the-client-business] ### Upload the required file [#upload-the-required-file] ### Enter the PAN card details [#enter-the-pan-card-details] ### Add any other required documents [#add-any-other-required-documents] The bank account entered during onboarding will appear as the default. Upload the cancelled check. If you agree with the terms and conditions set by the clients, select the checkbox and click Submit. ### The vendor invitation will appear to the AP user [#the-vendor-invitation-will-appear-to-the-ap-user] ### The AP user can approve the vendor invitation [#the-ap-user-can-approve-the-vendor-invitation] ### Click on the documents [#click-on-the-documents] ### The AP user can approve the documents [#the-ap-user-can-approve-the-documents] If the AP user wants to reject the documents, they can do so. If the invitation is not approved, the vendor can resubmit the documents. ### If the invitation is not approved [#if-the-invitation-is-not-approved] ### If the invitation is not approved [#if-the-invitation-is-not-approved-1] ### To approve the invitation [#to-approve-the-invitation] ### The AP user can approve the vendor invitation [#the-ap-user-can-approve-the-vendor-invitation-1] Once the invitation is accepted, it will appear in the approved section under invitations. The client will appear in the My Clients section. The vendor can now raise an invoice. That's it! You've successfully onboarded a vendor on the Finoto portal. ## Video transcript Welcome, everyone. Today, we're going to guide you through the process of onboarding a vendor on Finnoto. The AP user from your organization will need to navigate to the Parties menu and select the 'Vendor Invitation' option In the upper right corner, there's a button labeled 'Invite Vendor'. By clicking this button, the Vendor Invitation model will appear. Here, you are presented with two options. You can either copy this link directly and share it with your vendor, facilitating their sign up on the Finnoto portal. Alternatively, you can enter your vendor's email address and share this link. Once shared, an invitation will be sent from Finnoto to your vendor's email account. Upon clicking the link in the email, the vendor will be directed to the Finnoto sign-up page. Here, they will click on 'sign up', fill in their name, email address, and password, and then click 'next'. The vendor will then receive an email with an OTP on their registered email id They should copy & paste this verification code, click on 'verify', and then 'continue'. Next, the vendor can create a new business by entering the registered GSTIN of their business The details related to this GSTIN will be automatically fetched Once confirmed, the vendor can click on 'next' The PAN and GSTN certificate number will be fetched from the data entered by the GSTIN. Clicking 'next' will then prompt the vendor to input their bank account details Vendors classified as MSMEs will need to provide their MSME details. Vendors with a lower TDS certificate must also provide this information. You can complete the vendor onboarding process by clicking 'next'. If you're logged out, your screen locks, or the window is accidentally closed, simply log back in using your credentials. Once logged in, navigate to the "Clients" menu, select "My Clients", and add a client by clicking the "Add Client" button and using the client id that was provided in your invitation email. If there are no interruptions and the window remains open after onboarding, you can proceed with connecting to the client. After successfully onboarding the vendor on the Finnoto portal, the next step is to connect with the client. Initiate this by clicking on the 'Connect' button. Your business details and client ID will be displayed here. Using the client ID all businesses associated with this client will appear. Select the specific business you wish to connect with. If the window is closed after vendor onboarding and you are logged out, log back into your vendor portal, navigate to the 'My Client' section, and click on the 'Add Client' button. Here, enter the client ID provided in the invitation email, or you can directly ask your client for the client ID. Upon entering the client ID all businesses associated with this client ID will appear. Select the client business you wish to connect with. In the documents section The GSTIN number will already be present, but you will need to upload the required file. Upload the PAN card document If the client requires any additional documents, provide the necessary information and add the required document. The bank account you entered during the onboarding process will appear as the default. You can upload the cancelled cheque, and if you wish to enter details for the MSME category or L. T. D. S, you are free to do so. The client's terms and conditions will be presented for your review. If you are in agreement, kindly mark the checkbox and proceed by clicking 'Submit'. This will send an invitation to the AP user or client who has the authority to approve the documents and the invitation. Currently, the invitation is in a pending state, indicating that the vendor is not yet able to raise an invoice as the connection with the client is not yet established. The process of raising an invoice between the client and the vendor can only be initiated once the client approves the invitation. The vendor's invitation will then be visible to the AP user The AP user has the choice to approve the documents by clicking on the documents. Alternatively, they can choose to reject the idocuments, allowing the vendor to resubmit the documents if the invitation is not approved Upon approval of the invitation the AP user can confirm the vendor's invitation Following approval, the vendor's invitation will appear in the approved section, and the client will be listed in the 'My Clients' section. At this point, if the vendor raises an invoice, they will have access to the client's details, provided the client has approved the invitation. This is the simple and efficient process for onboarding a vendor on the Finuto portal. Thank you. # AR portal overview Source: https://help.finnoto.in/help/receivables/ar-portal-overview Product: receivables Summary: What the Accounts Receivable portal shows and how customers, invoices and collections are organised in it. Section: Help Center **AR Portal: An Essential Overview** Explore the AR portal on Finnoto, a platform designed to streamline the order-to-cash process and simplify dispute management. This guide will walk through the integration process, demonstrate the order-to-cash process, and explain how orders are reconciled. ## Integration Process [#integration-process] ### Navigate to the Integrations Menu [#navigate-to-the-integrations-menu] Finnoto offers a one-time, no-code integration across four major levels: marketplaces, payment gateways, order management systems, and delivery partners. Integrate with marketplaces like Shopify for a unified view of your sales channel. Connect with payment gateways like Razorpay for secure and accurate transaction processing. Incorporate an order management system, such as Uniware, to streamline order processing and inventory management. Collaborate with delivery partners like Shiprocket for efficient and reliable shipment logistics. ## Order-to-Cash Dashboard Overview [#order-to-cash-dashboard-overview] ### Access the Order-to-Cash dashboard [#access-the-order-to-cash-dashboard] This dashboard provides a comprehensive view of all orders and transactions, giving complete control over financial operations. Review consolidated details of total orders, postpaid orders, prepaid orders, and unknown orders. ### Common Deposition Issues [#common-deposition-issues] 🔍 *Here are some common deposition issues:* *Order Less Payment: Payment received is less than the order amount.Order Excess Payment: Payment received exceeds the order amount.PG Discount Adjustment: Adjustments due to discounts offered by the payment gateway.Shipment Not Created: Shipment for an order hasn't been created yet.Refund Not Adjusted: Refund hasn't been processed against the order.Different SKU Shipped: Shipped item doesn't match the ordered SKU.Pending Item Shipment: Items are yet to be shipped.Extra Item Shipped: An additional item was shipped that wasn't part of the order.Settlement Payment Mismatch: Discrepancies between the settlement amount and the order amount.No Payment Attached: Orders that don't have any payment linked to them.Payment Not Confirmed: Payment for the order hasn't been confirmed yet.PG Payment Mismatch: Discrepancies between the payment gateway records and order records.PG Refund Mismatch: Discrepancies between the payment gateway refund records and order records.* ## Automated Dispute Resolution Workflow [#automated-dispute-resolution-workflow] Use the Automated Dispute Resolution Workflow to quickly and efficiently resolve disputes. ### In the Dispute Section, For example: Chargebacks [#in-the-dispute-section-for-example-chargebacks] ### 🔍 *Chargeback :* A chargeback is a transaction reversal initiated by the bank, typically due to disputes over unauthorized or fraudulent charges, defective products, or unmet service expectations. It protects consumers by allowing them to reclaim their money. [#-chargeback--a-chargeback-is-a-transaction-reversal-initiated-by-the-bank-typically-due-to-disputes-over-unauthorized-or-fraudulent-charges-defective-products-or-unmet-service-expectations-it-protects-consumers-by-allowing-them-to-reclaim-their-money] - Handle chargebacks by accessing a detailed page providing information on the chargeback, the related payment info, and the status of the chargeback. - Chat, send a message, or attach documents regarding a specific chargeback directly from this page, streamlining communication and resolution. ## Order Reconciliation [#order-reconciliation] In the Order to Cash Dashboard, For instance: Select a prepaid reconciled order to view the reconciled order details. From the Prepaid Reconciled Order listing page now select any order identifier. Now you will be directed to the modal window where the order details are provided in brief. To navigate to the main detail page of the order, click on the navigation icon. Here, view the order ID and other details such as when the order was created, processed, paid for, and delivered. - **In the order summary**, find details like customer information, shipping address, and the latest updates. - **The payment section** displays the PG reference ID. Click on it to see the payment details. In Payments Tab: Check the 'amount' column for the total cost of the specific order and the 'mode' for the method of payment and in the Reconcilled Status column view whether the payment has been fully reconciled. Payment is fully reconciled when the same amount is reflected in the Payment Gateway, the bank payout, and the OMS record. When these amounts match and color of each tag [PG,Payout and OMS] is green, the status will be updated to 'reconciled. Similarly, to view details about Refunds, Items, Shipments, Depositions, and Data Source, click on the respective tab to review its details. The AR module on Finnoto allows monitoring the entire timeline of an order, from placement to cash received. It facilitates easy tracking and management of disputes, ensuring a transparent and efficient financial operation. ## Video transcript Hello everyone, and welcome to our AR portal on Finnoto. Today, we're going to walk you through the integration process guide you through the order-to-cash process and demonstrate how orders are reconciled. This module is designed to help you track the entire timeline from order placement to cash received, making dispute management much easier. First, click on the integrations menu. Our system offers a one-time, no-code integration that seamlessly integrates across four major levels. These include marketplaces like Shopify which provide a unified view of your sales channel, and payment gateways like Razorpay ensuring secure and accurate transaction processing. It also includes an order management system, such as Univare, which streamlines your order processing and inventory management Lastly, it includes delivery partners like Shiprocket coordinating efficient and reliable shipment logistics. These integrations ensure smooth operation from order placement to delivery. Now, let's delve into the Order-to-Cash dashboard Our Order-to-Cash dashboard provides a comprehensive view of all orders and transactions, ensuring you have complete control over your financial operations. Here, you'll find consolidated details of total orders postpaid orders prepaid orders and unknown orders Let's now discuss some common deposition issues that you might encounter. These include order-less payment where the payment received is less than the order amount, and excessive payment where the payment received exceeds the order amount. There may also be adjustments due to the discount offered by the payment gateway which will be reflected here Then, there may be instances where the shipment for an order has not been created yet. A refund that has not been adjusted falls under the category of "Refund Not Adjusted". If an item shipped does not match the order,It will come under the Different SKU shipped.. Pending Item Shipment refers to items that are yet to be shipped. If an additional item that was not part of the order was shipped, it's classified as "Extra Item Shipped". This will be reflected here. Settlement Payment Mismatch refers to discrepancies between the settlement amount and the order amount. Orders that do not have any payment linked to them are referred to as "No Payment Attached". Unconfirmed Payments refer to orders for which payment has not been confirmed yet. PG Payment Mismatch refers to discrepancies between the payment gateway records and the order amount records. Refund Mismatch refers to discrepancies between the payment gateway refund records and the order refund records. Now, With the help of our Automated Dispute Resolution Workflow businesses can now quickly and efficiently resolve disputes with vendors or customers. For instance, in the Dispute Section when handling chargebacks a listing showing the PG Identifier and PG Name among other details is displayed. By clicking on the PG Reference Identifier you can access a detailed page providing information on the chargeback, the related payment info, and the status of the chargeback like its lost or win If anyone wishes to chat send a message or attach documents regarding a specific chargeback, it can be done directly from this page, streamlining communication and resolution Now, let's see how Order Reconciliation works In the Order to Cash Dashboard, if I select a prepaid reconciled order all the reconciled prepaid orders are displayed. By clicking on the identifier you can see the order details along with the disposition tag and the prepaid count tag If you wish to delve deeper, you can click on the navigation and it will take you to the order details page. Here, you'll see the order ID and other details such as when the order was created when it was processed when the payment was made and finally, when the order was delivered In the order summary you'll find details like customer information, shipping address, and the latest updates. The payment section displays the PG reference ID. By clicking on it you will be able to see the payment details. The 'amount' column shows the total cost of that specific order. The 'mode' indicates the method of payment and, most importantly, whether the payment has been fully reconciled. If a payment has been fully reconciled, the amount will be displayed here. The same amount will also be reflected with the Payment Gateway. In a similar manner, the amount in the bank payout will coincide with the amount, and the OMS from which the order was generated, will display the same amount as indicated here. When the amounts of the payment gateway the bank payout and the OMS record match, the status will be updated to 'reconciled'. This is how order reconciliation works This is how the AR module on Finnoto allows you to monitor the entire timeline of an order, from placement to cash received. It facilitates easy tracking and management of disputes, ensuring a transparent and efficient financial operation. Thank you. # Receivables Source: https://help.finnoto.in/help/receivables Product: receivables Summary: Customer invoices, collections, store cash and customer ledgers. Section: Help Center Receivables tracks what customers owe you and what has come in — including cash collected at stores, which is matched against bank deposits so nothing goes missing between the till and the account. ## Topics [#topics] - [AR portal overview](/help/receivables/ar-portal-overview) # Settlements Source: https://help.finnoto.in/help/settlements Product: settlements Summary: Reconcile marketplace payouts, gateway settlements and bank statements against orders. Section: Help Center Settlements answers one question every day: *did we get paid what we were owed?* Finnoto pulls orders from your storefront or OMS, settlement reports from each marketplace and gateway, and your bank statement — then matches them line by line and shows you the gaps. ## Sources Finnoto reconciles [#sources-finnoto-reconciles] - Marketplaces: Myntra, Amazon, Flipkart, Ajio, Nykaa - Storefronts and OMS: Shopify, Increff, Unicommerce - Gateways: Razorpay, PayU, Cashfree, PhonePe - Banks: statement upload or direct feed ## What a mismatch looks like [#what-a-mismatch-looks-like] Each unmatched line has a reason — *short payment*, *fee variance*, *return not credited*, *missing in bank* — and a suggested action. Mark it resolved, raise it with the marketplace, or write it off, and the ledger entry follows. # Vendor portal Source: https://help.finnoto.in/help/vendor-portal Product: procurement Summary: For suppliers who have been invited by a Finnoto customer — how to raise and track invoices in the vendor portal. Section: Help Center If a company that uses Finnoto has invited you as a vendor, you have a portal of your own. Use it to see the purchase orders they have sent you, raise invoices against them, and watch payment status — without emailing anyone. ## Topics [#topics] - [Raise an invoice](/help/vendor-portal/raise-an-invoice) - [Raise an invoice in a foreign currency](/help/vendor-portal/raise-an-international-invoice) Onboarding as a vendor for the first time? Your customer sends the invitation; see [Vendor onboarding and Client Connect](/help/procurement/vendors/vendor-onboarding-and-client-connect) for what to expect. # Raise an invoice in a foreign currency Source: https://help.finnoto.in/help/vendor-portal/raise-an-international-invoice Product: procurement Summary: For vendors: submit an invoice in a non-INR currency from the vendor portal. Section: Help Center ### Hello, everyone, and welcome to today's tutorial [#hello-everyone-and-welcome-to-todays-tutorial] Today, we will be walking you through the process of raising an invoice in international currency on Finuto's vendor portal. So let's dive right in. The first step is to log in to your Finnoto vendor portal using your valid credentials. Once you are locked in, navigate to the dashboard. ### On the dashboard, locate the raise invoice button [#on-the-dashboard-locate-the-raise-invoice-button] You can also find this button inside the invoices section from the top right corner. Now click on the raise invoice button. Now select the bill receipt you want to attach with the invoice. You will then be redirected to a form where you will find your business details, your client's business detail. Now enter the invoice number. ### Select your invoice date [#select-your-invoice-date] ### The current date is auto fetch [#the-current-date-is-auto-fetch] But in case you want to change the date, you can use the calendar icon, and you can select the date accordingly. Now choose the international currency you wish to invoice in. Please note that the available currencies options are influenced by your client's preferences, ensuring a seamless invoicing process. ### Here, you can check the exchange rate of that currency [#here-you-can-check-the-exchange-rate-of-that-currency] Finuto provides a real time exchange rate. ### In enter the amount enter the expense amount without taxes [#in-enter-the-amount-enter-the-expense-amount-without-taxes] ### Select the POC [#select-the-poc] If you want to add taxes, you can add it from here. ### Add a description and click on the save button [#add-a-description-and-click-on-the-save-button] Once the invoice is saved, you can view the save invoice on the detail page of that invoice. This provides you a comprehensive overview and serves as a record for your transaction. And there you have it. Raising an invoice in international currency on Finnoto vendor portal is a straightforward process. Thank you for watching. ## Video transcript Hello, everyone, and welcome to today's tutorial. Today, we will be walking you through the process of raising an invoice in international currency on phinnoto's vendor portal. So let's dive right in. The first step is to log in to your phinnoto's vendor portal using your valid credentials. Once you are logged in, navigate to the dashboard. On the dashboard, locate the raise invoice button. You can also find this button inside the invoices section on the top right corner. Now click on the raise invoice button. Now select the bill receipt you want to attach with the invoice. You will then be redirected to a form where you will find your business details, your client's business detail. Now enter the invoice number. Select your invoice date. The current date is auto fetch. But in case you want to change the date, you can use the calendar icon, and you can select the date accordingly. Now choose the international currency you wish to invoice in. Please note that the available currencies options are influenced by your client's preferences, ensuring a seamless invoicing process. Here, you can check the exchange rate of that currency. Phinnoto's provides a real time exchange rate. This step ensures accurate billing based on the latest conversion rates. Enter the amount enter the expense amount without taxes. Select the pee oo see. If you want to add taxes, you can add it from here. Add a description and click on the save button. Once the invoice is saved, you can view the save invoice on the detail page of that invoice. This provides you a comprehensive overview and serves as a record for your transaction. And there you have it. Raising an invoice in international currency on phinnoto's vendor portal is a straightforward process. Thank you for watching this video. # Raise an invoice from the vendor portal Source: https://help.finnoto.in/help/vendor-portal/raise-an-invoice Product: procurement Summary: For vendors: submit an invoice against your customer's purchase order from the Finnoto vendor portal. Section: Help Center **How to raise an Invoice on Finnoto portal through Vendor Portal?** To initiate the invoice creation process, either click the "Raise Invoice" button at the top of the homepage or navigate to the "Invoices" menu and select the "+Raise Invoice" button. ### Upload Document [#upload-document] - The "Upload Documents" page will open. Here, you can select a file or drag and drop the file (e.g., receipts). Click on the "Next" button.**Note:** Uploaded documents in formats such as xlsx, xls, csv, doc, docx, and txt will be displayed in a tabular view. - On the left side of the page, you can see the uploaded receipt or document. - Above the document, there are buttons for uploading more documents, table view, zooming in/out of the document, and downloading the document. ### Invoice Form [#invoice-form] - In the "From" field, click on the "+Select Your Business" . A list of all your added businesses will appear. Select the appropriate one. - In the "To" field, click on the "+Select Client" button. A list of clients attached to the selected business will appear. - You have the option to modify the "To" and "From" fields by selecting the provided edit option.**Fill in the details of the invoice.** - Enter the Invoice Number. - Select the Invoice date from the calendar by clicking on the corresponding field. - Enter the Invoice amount. - Enter the taxable amount. - Select or add "POC Email". ### Taxes Card [#taxes-card] - Click on the "+ Add Taxes" button. - In the Taxes card, you will find four active tabs. Click on each tab to add the corresponding details. **a) GST:** The system will automatically display whether GST is IGST or SGST based on your bill address. Select the GST percentage, and the amount will be automatically calculated. If you want to add more GST fields, click on the "+ Add GST Field". To delete a GST field, click on the delete icon. **b) Cess:** If cess is applicable to your invoice, enter the amount in the field provided. **c) TCS:** If TCS is applicable, select the TCS tab and enter the TCS percentage. The amount will be automatically calculated. - Click on the save button to save the tax. All the details of the saved tax will be displayed in the taxes card. - If you want to edit the tax, click on the "Edit Taxes" button in the Taxes card. ### Description and Save [#description-and-save] - In the Description card, write the description of the invoice. This field is mandatory and has a character limit of 255. - After filling in all the details, click the save button to save the invoice. Invoice Detail Page: Once saved, the invoice details page will open.Now you can verify the payee details, the creation details, the documents you have uploaded, and added notes, if any. ## Video transcript How to raise an Invoice on Finnoto portal through Vendor Portal? To initiate the invoice creation process, either click the "Raise Invoice" button at the top of the homepage or navigate to the "Invoices" menu and select the "+Raise Invoice" button. Upload Document. The "Upload Documents" page will open. Here, you can select a file or drag and drop the file (e.g., receipts). Click on the "Next" button.Note: Uploaded documents in formats such as xlsx, xls, csv, doc, docx, and txt will be displayed in a tabular view. On the left side of the page, you can see the uploaded receipt or document. Above the document, there are buttons for uploading more documents, table view, zooming in/out of the document, and downloading the document. Invoice Form. In the "From" field, click on the "+Select Your Business" . A list of all your added businesses will appear. Select the appropriate one. In the "To" field, click on the "+Select Client" button. A list of clients attached to the selected business will appear. You have the option to modify the "To" and "From" fields by selecting the provided edit option.Fill in the details of the invoice. Enter the Invoice Number. Select the Invoice date from the calendar by clicking on the corresponding field. Enter the Invoice amount. Enter the taxable amount. Select or add "POC Email". Taxes Card. Click on the "+ Add Taxes" button. In the Taxes card, you will find four active tabs. Click on each tab to add the corresponding details. a) GST: The system will automatically display whether GST is IGST or SGST based on your bill address. Select the GST percentage, and the amount will be automatically calculated. If you want to add more GST fields, click on the "+ Add GST Field". To delete a GST field, click on the delete icon. b) Cess: If cess is applicable to your invoice, enter the amount in the field provided. c) TCS: If TCS is applicable, select the TCS tab and enter the TCS percentage. The amount will be automatically calculated. Click on the save button to save the tax. All the details of the saved tax will be displayed in the taxes card. If you want to edit the tax, click on the "Edit Taxes" button in the Taxes card. Description and Save. In the Description card, write the description of the invoice. This field is mandatory and has a character limit of 255. After filling in all the details, click the save button to save the invoice. Invoice Detail Page: Once saved, the invoice details page will open.Now you can verify the payee details, the creation details, the documents you have uploaded, and added notes, if any.