Where can I find the report number? (New app)

Published November 22nd, 2024 by Robin Göransson

This article applies to the following countries All countries     Each organization has the option to add the setting report numbering per organization or per employee. This means that you as a user receive a unique number per report that is created. To see the number that is in the report, you can click on the report and preview it. Click on the ta

I got my report returned to me by my approver/administrator. Where can I see who returned the report? (New app)

Published November 22nd, 2024 by Robin Göransson

This article applies to the following countries All countries     The following article describes how you can see who returned your submitted report to you.    Web When the administrator has returned your report, the text (Rejected) will be shown under the report. Click on the report to see more information.    The red text is a message from the per

How do I enable the feature to submit expenses without a report for the organization?

Published September 25th, 2024 by Robin Göransson

This article applies to the following countries All countries     This article will describe how you as an administrator for the organization can enable a feature that allows users to submit their expenses without creating an expense report. This feature can be a good time-saving option for users if they only have a few expenses each month.The expen

How do I manage my transactions from Nordea First Card Real Time? (New app)

Published January 16th, 2024 by Robin Göransson

This article applies to the following countries Sweden Norway Denmark Finland     This article is for you, as a user in Findity, that receive your transactions to your user account automatically when you make a purchase with your Nordea First Card.  Feel free to watch this videos regarding transactions from Nordea:  

My expenses have been sent to the wrong approver. How do I change that setting? (New app)

Published January 11th, 2024 by Robin Göransson

This article applies to the following countries All countries     The settings regarding approvers are managed by your organization. You can contact the administrators/your manager regarding the change of attestant.

Can I add a maximum amount for a specific expense category?

Published November 10th, 2023 by Robin Göransson

This article applies to following countries All countries     This article will show you how to add a max amount for a specific expense category. Go to Settings > Expense management > Expense categories on organization level and click on the button Manage input fields.   Go to Receipt and click Add exception to the right in the field for Amoun

How can I see if I have a yearly budget on a specific expense category? (New app)

Published November 4th, 2024 by Robin Göransson

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 hav

I have submitted a report with a manually created expense but now I have received bank transactions on my user for the same expense/receipt. What should I do? (New app)

Published September 25th, 2024 by Robin Göransson

This article applies to the following countries All countries     This article refers to you who have accidentally submitted a report with a manually created expense for a receipt that should actually be linked to your corporate card report. The first thing you need to do is contact an administrator at your organization and ask to have your report s

Which file format is supported for the receipt image? (New app)

Published January 17th, 2024 by Robin Göransson

This article applies to the following countries All countries     When creating an expense or adding an attachment to an existing expense, you can take a picture with the camera or choose to upload an existing picture. The file/ image formats that are supported by all browsers and apps are following:  BMP PNG JPEG GIF PDF HTML 

How do I submit my expenses? (New app)

Published April 23rd, 2024 by Robin Göransson

This article applies to the following countries All countries     When you have added an expense and want to submit it for reimbursement, you can choose whether you want to submit it as a single expense, alternatively create an expense report where you can then add several expenses, mileages or per diems. If you choose to submit the expenses in a re

I miss the receipt for my expense. What should I do? (New app)

Published January 17th, 2024 by Robin Göransson

This applies to the following countries All countries     Unfortunately Findity can't answer this question. Please contact your organization internally. They can help you how you should manage your expense and receipt. 

I’ve lost the code to my business card, can you send me a new one? (New app)

Published January 17th, 2024 by Robin Göransson

This article applies to the following countries All countries     You need to contact your bank for help with a new code for your bank card. 

Discontinuation of Fuel Benefit in Our Product Offering

Published October 10th, 2024 by Robin Göransson

This article applies to the following countries Sweden     Background and Changes As of January 1, 2025, we will be discontinuing Fuel Benefits in our product offering. This decision was made due to the limited usage of this feature, which results in high maintenance costs. We want to focus our resources on improving the primary features that the ma

I made a mistake in my expense, how can I get my report back so I can make the changes? (New app)

Published January 16th, 2024 by Robin Göransson

This applies to the following countries All countries     When you have submitted your report, it will not be possible to make changes in the report or any expenses. If you accidentally submitted a report, please contact your organization internally. The administrators on your company can help sending the report back to your user. If you are unsure

What does the "to do" list mean on my user? (New app)

Published April 22nd, 2024 by Robin Göransson

This article applies to the following countries All countries     This article contains information on how the To Do tab works for you as a user and for you as an approver.   Web The To do tab refers to events that you need to manage in the system. It could be, for example, a report to be approved, or attach an expense if you belong to several diffe

Can I email my receipts to Findity? (New app)

Published January 16th, 2024 by Robin Göransson

This article applies to the following countries All countries     Yes, if you receive an receipt by e-mail you can easily forward these to the e-mail address below: expense@findity.com  Just make sure that you send your receipt from an e-mail address that is linked to your account. You can add more e-mail addresses in the Settings view. When the rec

Why are my expenses not approved? (New app)

Published January 16th, 2024 by Robin Göransson

This article applies to the following countries All countries     Discover common reasons why your expenses may not be getting approved and gain valuable insights on how to overcome these obstacles.

I can't choose a specific project in my expense that I know that I should be able to choose. What do I do? (New app)

Published January 11th, 2024 by Robin Göransson

This article applies to the following countries All countries     This article is for you as a user who want to choose a project in your expense, but you can't find the specific project in your app, but the project is available on the webb. The first thing you can try to do is to try do log in and out one time in your app. To log out, click on the t

I chose "Forgotten password" at the login window, but I haven't received an e-mail with a link to reset it. What do I do? (New app)

Published January 17th, 2024 by Robin Göransson

This article applies to the following countries All countries     Please follow the instructions below, if you haven't received the link to your e-mail to reset the password: Have you checked your "Spam-inbox" in your mail for the reset link e-mail? The e-mail is sent from noreply@findity.com. Have you written the correct email address in the login

How do I change my e-mail address? (New app)

Published January 11th, 2024 by Robin Göransson

This article applies to the following countries All countries     This article will describe how to change your e-mail address in the app and on the web.   Web Under the tab Settings on your user account, there can you click on the pen next to the e-mail address field to change your e-mail address. An e-mail will be sent to the given e-mail address

Carbon Footprint - Track your organization’s CO₂ emissions

Published October 25th, 2024 by Robin Göransson

This article applies to the following countries All countries     This article will describe how to enable the Carbon Footprint function for your organization, its purpose, and how to use it effectively. The purpose of this article is to gain complete control and transparency over your carbon footprint. This feature empowers your organization to ide

The system says that I am not connected to any organization when I log into my user account. What has happened? (New app)

Published January 17th, 2024 by Robin Göransson

This article applies to the following countries All countries     It seems like you have been removed as a user by your organization. I advise you to contact the administrators at your organization. They can help you to get invited as a user again.

Can I as a user change the design of the app? (New app)

Published January 23rd, 2024 by Robin Göransson

This article applies to the following countries All countries     The design of the app and the logo are updated by your organization. You can contact your Findity administrators in your company regarding the design of your app. 

When I register per diem, the choice for food and accommodation does not appear. What goes wrong? (New app)

Published June 4th, 2024 by Robin Göransson

This article applies to the following countries All countries     Click on the tabs below to learn which values you need to add to be able to add the choice for food and accommodation in the app and on the web.    Web Domestic per diem In the case of a domestic per diem, you need to add all dates and times to be able to add Food and accommodation. 

Can I e-mail my receipts from several different e-mail addresses? (New app)

Published January 11th, 2024 by Robin Göransson

This applies to the following countries All countries     It's possible to add several different e-mail addresses linked to your user. Follow the instruction below to add the setting on the web or in the app. Receipts can only be e-mailed from an email that's linked to your user account.   Web Tab Body     Tab Title Tab Body      

Why can't I submit my report? The system says that a picture of the receipt is required, but I have already added that. (New app)

Published June 3rd, 2024 by Robin Göransson

This article applies to the following countries All countries     Did you add the picture as an attachment? If that's the case you will receive an error message that the image is missing. This article shows how to add the image to the app and the web.   Web The picture needs to be uploaded under the field Basis for expense (receipt).     App In the

I have forgotten my password. What should I do? (New app)

Published January 17th, 2024 by Robin Göransson

This article applies to the following countries All countries     When you're going to log in to the system and you have forgotten your password, you can choose to reset your password.  At the login page, enter the email address that you have connected to the system. When the email address is entered, click Forgot password . An email with a link wil

How do I handle my transactions from corporate card Mynt? (New app)

Published January 17th, 2024 by Robin Göransson

This article applies to the following countries Sweden     This article is for users with corporate card transactions from Mynt.   

How do I register per diem? (New app)

Published June 3rd, 2024 by Robin Göransson

This article applies to the following countries All countries     Click on the tabs below to learn how to register per diem in the app and on the web.   Web Click on New expense and select New per diem.   Click on the option Domestic per diem or International per diem.    Domestic per diem Fill in the dates and times for your trip and click on Save

I have registered my receipt in the wrong organization, can I move that to another organization? (New app)

Published January 16th, 2024 by Robin Göransson

This article applies to the following countries All countries     Unfortunately, you can not transfer the expense to another organization. You need to delete and re-register the expense in the correct organization. 

When will the reimbursement come? (New app)

Published January 17th, 2024 by Robin Göransson

This article applies to the following countries All countries     Findity doesn't handle the payment. The payment is managed internally by your organization. Feel free to contact the administrators on your company, or your nearest manager about when the reimbursement will be made to you.

Fleet management for users in Findity (New app)

Published January 16th, 2024 by Robin Göransson

This article applies to the following countries Sweden     This article is for you (as a user) who has fleet management connected to your user in Findity. The following text will describe how you handle your fleet management-trips in Findity. If you have any further questions regarding the fleet management system you use, please contact support on y

I missed the e-mail about activating my user. Can you send it to me again? (New app)

Published January 16th, 2024 by Robin Göransson

This applies to the following countries All countries     I missed the e-mail about activating my user. Can you send it to me again?

How can I delete my user account in Findity? (New app)

Published January 17th, 2024 by Robin Göransson

This article applies to the following countries All countries     Please contact your Findity administrator regarding the deletion of your user account. 

What does support role on the partner mean?

Published January 17th, 2024 by Robin Göransson

This article applies to the following countries All countries     This article will describe how to add a support role to a user on your partner and what this means. The support role means that the user has access to all organizations that belongs to the partner and can access the settings on these organizations. However, the user will not be able t

Where do I log in to the web? (New app)

Published January 11th, 2024 by Robin Göransson

This article applies to the following countries All countries     Click here to sign in: Log in  

What do the different user types mean and what is the difference between them?

Published March 22nd, 2024 by Robin Göransson

This article applies to the following countries All countries     This article will describe what the different user types mean and what they are able to do in the system. Below we list these and describe each one of them.   User A user has the ability to create expense reports and submit to their organization, the user does not have access to the o

Can I connect my user with Kivra Kvitton? (New app)

Published June 4th, 2024 by Robin Göransson

This article applies to the following countries Sweden     Log in to Findity and click on Additional services in the left menu, there you will find an activation button for Kivra receipts. If you are unable to activate your account, it's because your organization hasn't made the connection to Kivra on your company. In that case, I advise you to cont

How do I import a receipt for my corporate card transaction from an already existing expense? (New app)

Published September 24th, 2024 by Robin Göransson

This article applies to the following countries All countries     Import receipt The following text in this article will describe how you add an existing expense to your corporate card transaction on the webb and in the app.    Web In this article we want to add our unsubmitted expense (500 SEK) to the created corporate card report.  Start by click

What should I do with my physical receipts? (New app)

Published January 17th, 2024 by Robin Göransson

This article applies to the following countries All countries     Findity can't answer this question unfortunately. You need to contact your organization internally regarding that question. You can contact your nearest manager or the administrators on your company for answers on where you should send your physical receipts.

Where is the currency collected from? (New app)

Published January 11th, 2024 by Robin Göransson

I made a private purchase with my corporate card. How do I report this as a private purchase? (New app)

Published October 4th, 2024 by Robin Göransson

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

I am missing a transaction on my user that I made with the company card. Has it not been sent from the bank yet? (New app)

Published January 16th, 2024 by Robin Göransson

This article applies to the following countries Sweden     The transactions from the bank are automatically sent to Findity during the night (this dosen't apply to realtime transcations). If you are missing a transaction, it may be because the amount is reserved at the bank and has not been sent yet. Please wait a few more days.  

Does Findity automatically analysing the receipt? (New app)

Published June 4th, 2024 by Robin Göransson

This article applies to the following countries All countries     If you have activated the setting Enable automatic analysis of receipts on your user account and the tab Settings, Findity will analyze your expense and automatically add amount, VAT, date and category. Make sure to control that every line in your expense is correctly analyzed before

How do I register an entertainment? (New app)

Published April 22nd, 2024 by Robin Göransson

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