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Cecilia Bäckström
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What do I have to think of when using the data sheet in the balancing report? How do I filter to get the data I want?
Published November 13th, 2023 by Cecilia Bäckström
This article applies to the following countries All countries In this article, you will learn how to use the data sheet in the Balancing report and how to filter in the Excel file to extract the information that you need, and also what to think of when sorting out the data. Here you can learn how to download the balancing report. The data sheet i
How should I as an approver handle receipts detected as possible duplicates?
Published January 13th, 2023 by Cecilia Bäckström
This article applies to the following countries All countries Our duplicate detection indicates on if you have added the same receipt twice. It can be two expenses in the same report or in different reports. Any detected duplicates are set by default to be approved. This article will describe how you as an approver should handle detected duplicates
I'm an administrator. How do we get started with Findity?
Published January 30th, 2023 by Cecilia Bäckström
This article applies to the following countries All countries Getting started - for Administrators As a Findity administrator, you can customize the expense processes to suit both you and your company. Whenever you need to, you can change what to include in the expenses process, what the user interface looks like and which users that can do what. C
How can I see if I have a yearly budget on a specific expense category?
Published June 20th, 2023 by Cecilia Bäckström
This article applies to the following countries All countries If your organization has set up a yearly budget on a specific expense category (for example wellness allowance) you can see this in the top of the expense when you make a new expense and choose an expense category that has a yearly budget. This is also how you can see how much you have
How do I send a submitted report back to the user?
Published March 7th, 2023 by Cecilia Bäckström
This article applies to the following countries All countries To send back an already submitted report you have to go to Reports and the tab Sent in the Reports view in Organization mode. Click on the three dots on the right side of the report, choose to Send back to the user. You will now get a pop-up box asking you to write a message to the user
How do we activate meal benefits?
Published February 23rd, 2023 by Cecilia Bäckström
This article applies to the following countries Sweden The Administrator - Meal benefits You can report meal benefits outside subsistence allowances in Findity. The service is based on the tax authorities Skatteverket's standard values and reports to our integrated salary recipients. As an administrator, you simply activate meal benefits under expen
How do I delete an expense report?
Published May 17th, 2023 by Cecilia Bäckström
This article applies to the following countries All countries This article describes how you can delete an expense report in Private mode. It's only possible to delete the report when it's under your Unsubmitted expense reports. If you have expenses included in the report that you delete, the expenses will be moved to Unsubmitted expenses and not
How do we set up an Excel recipient?
Published April 19th, 2023 by Cecilia Bäckström
This article applies to the following countries All countries The Excel recipient gives you the opportunity to export your data to a customized Excel file, either as .csv or as .xlsx. Add integration Before you start with the setup for this integration, you need to make sure that all reports under Reports > Ready to send have been handled and tha
I made a private purchase with my corporate card. How do I report this as a private purchase?
Published March 2nd, 2023 by Cecilia Bäckström
This article applies to the following countries All countries Have you bought something with your corporate card that was a private purchase and you want to make that transaction private? It's possible to do that before you submit your corporate card transactions to your administrator. See instructions in the tabs below on how to handle this in the
How can I see which approvers that have approved a particular user's reports? Without opening a preview of all reports
Published June 8th, 2023 by Cecilia Bäckström
This article applies to the following countries All countries You can generate and download a balancing report from Dashboard - Balancing report. This article (link) describes how you create and download the report and here, in this current article, you can learn how to filter the Excel report so you can sort out the data of which approvers that h
We have the setting "Do not use tax accounting for abroad purchases" but the tax amount is still in the user's report?
Published June 1st, 2023 by Cecilia Bäckström
This article applies to the following countries All countries Even though your organization has the setting Do not use tax accounting for abroad purchases, they can still add the VAT amount in the expense and the VAT amount will show in the report overview but if you check in the accounting, you can see that no VAT has been booked for this expense
I want to resend a report to our recipient but it has already gotten a verification number in Findity. How do we do then?
Published June 20th, 2023 by Cecilia Bäckström
This article applies to the following countries All countries This article will show you how to handle a report that you would like to resend to your integration and you have an integration where your reports get a verification number after being sent to the report recipient. First of all, make sure that you have deleted the voucher/verification
How do I set up Dimensions?
Published March 16th, 2023 by Cecilia Bäckström
This article applies to the following countries All countries The function Dimensions can be used in many different ways and forms. This article will give you good basic knowledge on how to set up and use dimensions and hopefully also ideas on how you, as an administrator, can customize them, to make them fit your company's needs. Click on the fiel
How do I turn off VAT for foreign receipts?
Published March 2nd, 2023 by Cecilia Bäckström
This applies to the following countries All countries On organization level, go to Settings > Expense management > Reports workflow. Click on Advanced settings. A new box will open and here you tick the box for Do not use tax accounting for abroad purchases. Save the settings. Now when a user submits a receipt with a foreign currency (any o
How do I register an entertainment?
Published August 30th, 2022 by Cecilia Bäckström
This article applies to the following countries All countries An entertainment is actually just another form of an expense. The difference is the category is defined as an entertainment (this is something an administrator does) and the entertainment box with Type and Attach guest list appears. You can read about making an expense in this article. W
How do we retrieve most recent data from our integration?
Published June 20th, 2023 by Cecilia Bäckström
This article applies to the following countries All countries If you have an integration where you collect data (like chart of accounts, cost centers, projects etc.) from the integration to Findity (for example from Fortnox, Xledger and Visma eEkonomi) then it's possible to do a synchronization in addition to the synchronization that is done every
As an administrator, can I download a summary of how many kilometers an employee has driven during a certain period?
Published June 1st, 2023 by Cecilia Bäckström
This article applies to the following countries All countries You can generate and download a balancing report from Dashboard - Balancing report. This article (link) describes how you create and download the report and here, in this current article, you can learn how to filter the Excel report so you can sort out the data of how many kilometers a
What settings do we need to update on organization level prior to a new year?
Published April 12th, 2023 by Cecilia Bäckström
This article applies to the following countries All countries Accounting regulation changes from the tax authority in each country prior to a new year regarding meal benefit, fuel benefit and entertainment will be automatically updated. Any tax-free amounts for per diem and mileage will be automatically updated according to the rules from the tax a
I'm a new user. How do I get started?
Published January 18th, 2023 by Cecilia Bäckström
This article applies to the following countries All countries Findity enables you to report your business and travel expenses using your web browser and our mobile app. Findity also gives you an overview of all your reports, messages and personal settings. Creating an account When your organization invites you to use Findity, you receive your invita
How do I delete an expense category?
Published April 12th, 2023 by Cecilia Bäckström
This article applies to the following countries All countries Go to Settings > Expense management > Expense categories on organization level and click on the category where you want to delete an expense category. We choose General expenses in this case. A new window will open and here you click on the "trash can" to delete the specific expens
Can a user have more than one connected corporate card?
Published May 25th, 2023 by Cecilia Bäckström
This article applies to the following countries All countries This article applies to organizations that have connected their corporate cards to Findity and would like to add 2 or more cards to a user. Follow the instructions below to learn how to add several cards for a user. Go to Settings - Corporate cards and choose Add card holder. To be abl
Video - Create a dimension, connect it to an expense category and use it for approval
Published November 13th, 2023 by Cecilia Bäckström
This article applies to the following countries All countries This article contains video instructions on how to create a dimension, connect it to an expense category and use it for approval. To use these functionalities you need to have activated Approval and Dimensions on your organization. Learn more about Approval here and Dimensions here. I
I made a change in the approval structure but the submitted report is still for approval at the old approver?
Published March 2nd, 2023 by Cecilia Bäckström
This article applies to the following countries All countries If you as an administrator make any changes in the approval structure under Approval that affects an already submitted report, you need to re-send the report for approval. The following article will show you how to re-send the affected reports so they will reach the new approver. Kim Fin
How can I change the salary type or the account on the expense category?
Published April 12th, 2023 by Cecilia Bäckström
This article applies to the following countries All countries Go to Settings > Expense management > Expense categories and click on the category you would like to edit. In this example we choose General expenses. A new window will open and you will have one row for Account and one for Salary types (if you have both accounting and salary recip
We want to have approval according to cost centers or department structure that is preset on the user. How do we do this set up step by step?
Published May 25th, 2023 by Cecilia Bäckström
This article applies to the following countries All countries This article is a step-by-step guide on how to add an approval structure according to cost centers or departments. The cost center/department will also be a preset value on the user. Each step will contain information on how you add a approval structure according to dimensions (cost cen
How do I add my e-mail as the report recipient?
Published March 7th, 2023 by Cecilia Bäckström
This applies to the following countries All countries Go to Settings > Expense management > Integrations and click on the integration you would like to add your e-mail to, to receive information about reports. In the new window that opens, you can add the e-mail address under Report recipient. Save the new settings. As soon as a report has
How do I change our tax account number?
Published April 12th, 2023 by Cecilia Bäckström
This article applies to the following countries All countries Go to Settings > Expense management > Integrations on organization level and scroll down to Chart of accounts. In this section, you will also have a drop-down list for Tax account. Here you can change the account for VAT/tax to any of the accounts that you have in your chart of acco
As an administrator, can I retrieve a summary of how much a user has used a specific expense category?
Published June 20th, 2023 by Cecilia Bäckström
This article applies to the following countries All countries You can generate and download a balancing report from Dashboard - Balancing report. This article (link) describes how you create and download the report and here, in this current article, you can learn how to filter the Excel report so you can sort out the data of how much a user has us
How do I manage Reminders?
Published February 23rd, 2023 by Cecilia Bäckström
This article applies to the following countries All countries The Administrator - Reminders With the reminders function, you have the opportunity to create customized reminders that you want to send out within the organization. These reminders will go out as a push notification (in the phone app) but also via e-mail and as a notification inside the
How do I change our salary type for VAT?
Published April 12th, 2023 by Cecilia Bäckström
This article applies to the following countries All countries Go to Settings > Expense management > Integrations on organization level and scroll down to Salary types. In this section, you will also have a drop-down list for Salary type for VAT. Here you can change the salary type for VAT to any of the salary types that you have in your chart
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