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Pick a notification preset and switch email and in-app alerts for approvals, mentions, contracts, payments and ERP sync events.
Update business details, addresses and remittance notices, set the entity code for purchase order numbers, and add Notes and Payment terms templates.
Create reusable email templates for sending purchase orders, use them in the send dialog, and check deliverability when a vendor misses an email.
A step-by-step Finofo rollout checklist: organization and people, ERP connection and coding, approval controls, intake and expenses, and go-live validation.
The AP, purchasing, expense and payment workflows Finofo supports, and the setup decisions to check before rolling Finofo out.
Invite members to Finofo, assign and change roles, and manage your password, two-step verification and backup codes.
Move between Finofo organizations from the organization menu, and create and set up a new organization for another entity.
Create company-wide labels, apply them to documents, and use them in approval policies and CSV report filters.
