# Help Center

- [Welcome](/help): What Finnoto does, who each part is for, and where to start.
- Getting started
  - [Your first week with Finnoto](/help/getting-started): The order to set things up in so that approvals, policies and payments work from day one.
  - [Finnoto basics](/help/getting-started/basics-of-finnoto): A tour of the Finnoto portal: modules, navigation and the screens you will use every day.

- **Products**
- Expenses
  - [Expenses](/help/expenses): Capture, approve and settle employee spends with policy checks built in.
  - [Raise a reimbursement](/help/expenses/raise-a-reimbursement): Claim money you spent on the company's behalf from the employee portal.
  - [Raise a vendor expense from the employee portal](/help/expenses/raise-a-vendor-expense): Submit a vendor's bill as an expense from the employee portal so it can be approved and paid.
  - [Attach expenses to credit-card transactions](/help/expenses/attach-expenses-to-card-transactions): Link each corporate-card transaction to its expense so card statements reconcile cleanly.
  - Approvals
    - [Approvals](/help/expenses/approvals): What approvers and AP Managers can do when an expense reaches them.
    - [What an approver can do with an expense](/help/expenses/approvals/approver-actions): The actions available to any approver in the workflow when an expense reaches them.
    - [What an AP Manager can do with an expense](/help/expenses/approvals/ap-manager-actions): Approve, reject, send back, edit or reassign an expense from the AP Manager's queue.
- Procurement
  - [Procurement](/help/procurement): Purchase requests, purchase orders, vendor onboarding, budgets and matching.
  - [Create a purchase request and generate a purchase order](/help/procurement/create-a-purchase-request-and-order): Raise a purchase requisition, get it approved, and turn it into a purchase order for the vendor.
  - [Create a GRN/SRN from a PO and raise the expense](/help/procurement/create-grn-srn-and-expense): Record goods or services received against a purchase order, then generate the expense from that receipt.
  - Vendors
    - [Vendors](/help/procurement/vendors): Two ways to get a vendor into Finnoto — invite them to onboard themselves, or add them yourself — and what to set up first.
    - [Vendor onboarding and Client Connect](/help/procurement/vendors/vendor-onboarding-and-client-connect): How a vendor is invited, completes onboarding, and connects to your business through Client Connect.
    - [Set document preferences and invite vendors](/help/procurement/vendors/document-preferences-and-vendor-invites): Choose which documents vendors must submit, then send invitations — for AP users with the right permission.
    - [Add a business-managed, GST-registered vendor](/help/procurement/vendors/add-a-gst-registered-vendor): Add a vendor yourself with their GSTIN, bank details and documents, instead of inviting them to self-onboard.
    - [Add a business-managed vendor without GST](/help/procurement/vendors/add-a-non-gst-vendor): Add an unregistered vendor yourself with PAN, bank details and documents.
- Payments
  - [Payments](/help/payments): Pay approved expenses and vendor bills, generate bank payout files, and reconcile what the bank processed.
  - [Payouts and reconciliation](/help/payments/payout-and-recon-overview): How payouts and bank reconciliation work in the Configuration module, including the Axis Bank setup.
  - [Generate a payout](/help/payments/generate-a-payout): Create a payout file for your bank from the payments that are due, download it, and cancel one if needed.
  - [Create a payout reconciliation](/help/payments/create-a-recon): Match the payouts your bank processed against the payments you generated in Finnoto.
  - [Record a payment in a foreign currency](/help/payments/record-an-international-payment): Record a payment against an expense raised in a non-INR currency, with the exchange rate and bank charges.
- Receivables
  - [Receivables](/help/receivables): Customer invoices, collections, store cash and customer ledgers.
  - [AR portal overview](/help/receivables/ar-portal-overview): What the Accounts Receivable portal shows and how customers, invoices and collections are organised in it.
- Settlements
  - [Settlements](/help/settlements): Reconcile marketplace payouts, gateway settlements and bank statements against orders.
- Vendor portal
  - [Vendor portal](/help/vendor-portal): For suppliers who have been invited by a Finnoto customer — how to raise and track invoices in the vendor portal.
  - [Raise an invoice from the vendor portal](/help/vendor-portal/raise-an-invoice): For vendors: submit an invoice against your customer's purchase order from the Finnoto vendor portal.
  - [Raise an invoice in a foreign currency](/help/vendor-portal/raise-an-international-invoice): For vendors: submit an invoice in a non-INR currency from the vendor portal.
- Platform
  - [Platform](/help/platform): Users, roles, approval rules, integrations and company settings.
  - [Filters and saved filters](/help/platform/filters-and-saved-filters): Narrow any list with filters and save the ones you use often so they are one click away.
  - [Finnoto Chrome extension](/help/platform/chrome-extension): Capture invoices and receipts from any web page or email and send them straight into Finnoto.
  - Organisation
    - [Organisation](/help/platform/organisation): Set up the people side of Finnoto — employees, departments, designations and grades — so expenses route and policies apply correctly.
    - [Add an employee](/help/platform/organisation/add-an-employee): Create an employee record so they can log in, raise expenses and be routed for approvals.
    - [Add a department](/help/platform/organisation/add-a-department): Create departments to group employees and route approvals.
    - [Add a designation](/help/platform/organisation/add-a-designation): Create designations to assign to employees and use in approval rules.
    - [Add grades](/help/platform/organisation/add-grades): Define employee grades that drive policy limits and approval flows.
  - Roles
    - [Roles](/help/platform/roles): What each Finnoto role can see and do. Use this to decide which role to give a new user.
    - [FinOps Admin](/help/platform/roles/finops-admin): What a FinOps Admin can see and do across expenses, advances, vendors and configuration.
    - [AP Manager](/help/platform/roles/ap-manager): What an AP Manager can see and do: approvals, payments and expense oversight.
    - [AP Executive](/help/platform/roles/ap-executive): What an AP Executive can see and do day to day in accounts payable.
    - [Vendor Manager](/help/platform/roles/vendor-manager): What a Vendor Manager can see and do with vendor invitations, details and documents.
    - [Catalogue Manager](/help/platform/roles/catalogue-manager): What a Catalogue Manager can see and do with items, categories and rate cards.
    - [HR Manager](/help/platform/roles/hr-manager): What an HR Manager can see and do: employees, departments, designations and grades.
- AI agents
  - [AI agents](/help/agents): Ask Finnoto questions about your own data, automate close tasks, and use Finnoto from Claude or ChatGPT.
  - [Use these docs with an AI assistant](/help/agents/use-docs-with-ai): Every page here is available as Markdown. Here's how to point Claude, ChatGPT, Cursor or your own agent at it.

- **Separator**
- [Changelog](/help/changelog): What changed in Finnoto and in these docs, newest first.