Set Finny controls and limits
The company decides what Finny may read, prepare, approve and execute, with amount limits.
Before you start
- Access to manage company features. Without it, the Finny controls card doesn't show.
Steps
Step 1: Open Finny controls
In the sidebar, choose Settings, then click Open on Finny controls.
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The Finny controls page with the What Finny may do section.
Step 2: Set the capabilities per phase
In What Finny may do, choose the Cash & bank, Read & evidence, Purchase cycle, Sales cycle, Master data or Recovery tab. Each capability has Read, Prepare draft, Approve and Execute phases with a Company switch.
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The Finny capability tabs with the read, prepare draft, approve and execute phases.
Step 3: Change it with a reason
Click the phase's Company switch. Fill in Reason for this change, at least 10 characters, then click Enable or Disable.
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The Finny control change window with the reason and the Enable button.
Step 4: Set the amount and row limits
In Amount and row limits, change the limits for sales invoices, purchase bills, payments or receipts, advances and bulk rows. Fill in Reason for changing limits, then click Save safety limits. The history is in Audit history.
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The Finny amount and row limits with the Save safety limits button.
When you are done
- Finny follows the company settings in the app and on WhatsApp. Company switches can only reduce access, never go beyond a user's role permissions.
- Every change is logged with its actor, reason and time in Finny control history.
Common problems
A message says Finny controls could not be saved
The reason must be 10 to 500 characters. Changes also can't be saved while the subscription is read-only.
Something still unclear?
Ask us on WhatsApp. The Finday team replies during office hours and can walk you through it in your own account.