How It Works
Finofo has six roles: Owner, Read Only, Approver, Member, Receiver and Submitter. One person can hold several. The guides below follow the work people do rather than the role names.
Controllers and Finance Leads
You watch the pipeline, cash and controls, and own the setup. Start on the Dashboard, then read:
- AP Aging, Approval Backlog and Spend Reporting: Definitions and Limits
- Month-End AP Checklist: Unposted Invoices, Unmatched Receipts and Unpaid Bills
- Invoice Approval, Purchase Approval and Payment Release: Three Separate Controls
- Finofo Implementation Checklist: People, Data, Controls and ERP Validation
AP Teams
You process invoices from intake to payment. Start in the Inbox and Documents > Invoices, then read:
- How an Invoice Moves Through Finofo, From Upload to Paid
- Send Documents to Finofo by Upload, Email or Text
- Review Extracted Invoice Lines, Tax and Coding Before Posting
- Resolve Price, Quantity and Missing Receipt Mismatches
- Pay Approved Invoices in a Payment Batch
- Reconcile a Vendor Statement
Approvers
You approve invoices, purchase orders and expenses. Start in My tasks, then read:
- Review and Approve Invoices in My Tasks
- Two Way and Three Way Matching in Finofo: Modes, Tolerances and Exceptions
- Choose Your Notification Settings
Purchasing and Receiving Staff
You raise purchase orders and record deliveries. Start in Documents > Purchase orders and Documents > Goods receipts, then read:
- From Spend Request to Purchase Order: Approvals Before the Invoice
- Receive Goods Against a PO and Post a Goods Receipt
- Set Up the Products Catalog, Vendor Offerings and Pack Conversions
Employees Submitting Expenses
You submit card receipts and out-of-pocket claims. Start in Expenses, then read:
- Submit an Expense Receipt by Upload, Email or Text
- Submit a Reimbursable Expense or Mileage Claim
- Handle Missing Receipts, Refunds and Split Expenses
Tips
- Bookmark this page for new starters and point each person to their section.
- Everyone should read Tour of Finofo: Left Menu, Top Bar and Screen Patterns first.
Frequently Asked Questions
I can't see a screen my colleague uses. Why?
Your roles decide what you can do. Ask your administrator to check your roles in Settings > User Management.
Can I hold more than one role?
Yes. Roles are picked from a checklist, so one person can be, for example, both Member and Approver.
