Using Finofo
Learn how to set up your account and get the best out of Finofo
By Charles and 1 other2 authors40 articles
Beneficiaries
Adding beneficiaries and the approval process
Bills
Bills, workflows and more
- How to import my unpaid bills into Finofo using a CSV file?Import bills: CSV upload, review, match beneficiaries in Imports section.
- Managing Bills in Finofo: A Quick GuideAdd, view statuses, and pay directly from Bills section
- How to manually add bills?Add bills manually or via PDF upload: Select beneficiary, enter details or let Finofo capture info automatically.
- How to pay unpaid bills in bulk using Finofo?Pay multiple bills globally: Select beneficiaries, choose bills, pick currency account, and send payments instantly.
Payments
Essentials of managing your payments
- What are Finofo tags?All about Finofo tags, real-time transfers and customer payments.
- How to send a Real-time Transfer using Finofo Tags?Send funds using Finofo Tags: Add beneficiary, enter amount, select wallet, and transfer in real-time
- Send money to your suppliers without creating payment templatesEnter beneficiary, select account, convert currency if needed, and pay your global suppliers instantly.
- Understanding payment fees on FinofoChoose who covers payment fees in Finofo: sender, vendor, or both. Learn your options and how to set them for each payment.
Wallets
Establishing accounts, accepting payments, and beyond
- What currencies can I send payments in?Understand everything about sending payments in different currencies.
- Which countries are supported for sending payments via local payment rails with Finofo?Learn the full list of countries to send payments through local network
- Which currencies support holding funds and receiving payments with unique banking details through Finofo?Treasury management: Holding and receiving funds
- How to receive funds using Finofo accounts?Collect customer funds, partner money and more - everything under accounts receivables
- How to open a local bank account across the globeHow to create/open new local bank accounts in different countries
- How to convert funds?Convert currencies 24/7 in real-time: Choose accounts, select amounts, and transfer instantly.
- How to find your account detailsLearn how to access your account details, check your balance, add funds, withdraw, receive payments globally, and convert currencies.
Fund Management
Everything on handling your funds
- How to transfer funds from my Finofo account back to my bank account?Move funds from Finofo to your bank accounts.
- How Can I Add Bank Account Details for Withdrawals in Finofo?Adding bank account details to Finofo for withdrawals
- How to add funds to my Finofo CAD account?Adding funds to your Finofo CAD account
- How can US Businesses add funds to their Finofo USD accounts?Adding funds to your Finofo USD account
CSV Import Guides
Step-by-Step Guides: Downloading data from your Accounting Software
- QuickBooks Online Pulling bills and beneficiary data from QBO2 articles
- Xero Accounting SoftwareExtracting bills and supplier info from Xero2 articles
- Sage Accounting (fka Business Cloud)Importing invoices/bills and supplier data from Sage2 articles
- Microsoft Dynamics 365Retrieving vendor and unpaid bills from D3652 articles
- Converting XLS & XLSX to a CSV fileHow to convert these files using Google Sheets & Excel2 articles
ERP Integrations & Bank Feeds
Connect Finofo with your accounting/ERP software and streamline your global finops.
- How to import beneficiaries and unpaid bills from my ERP?Connect Finofo to popular ERPs for automated beneficiary import and bill management
- What are Bank Feeds for Finofo's transactions?Finofo's Bank Feeds: Automatically sync your transactions with your ERP for faster, easier reconciliation.
- Setting Up Bank Feeds with Finofo for NetSuiteStep-by-step guide for integrating Finofo's Bank Feeds with NetSuite for automated data exports for reconciliation.
- How to connect Finofo with my ERP?Establishing integrations for Finofo with ERP or accounting software systems.
- How to establish a connection between NetSuite and Finofo: a step-by-step guideConnect your NetSuite and Finofo accounts effortlessly with this guide! Covers setup, app installation, and configuration in simple steps.
- How to import the beneficiaries and bills after the connection is established between NetSuite and Finofo?Easily import and manage NetSuite beneficiaries and bills in Finofo after integration. Streamline your workflow with this simple guide!
- How to configure bank feeds for Finofo and NetSuite?Set up bank feeds to auto-sync Finofo transactions with NetSuite for seamless reconciliation. Follow this guide for an efficient setup process!
- How to establish a connection between QuickBooks and Finofo : a step-by-step guideConnect your QuickBooks and Finofo accounts effortlessly with this guide!
- How to import the beneficiaries and bills after the connection is established between QuickBooks and Finofo?Easily import and manage QuickBooks beneficiaries and bills in Finofo after integration. Streamline your workflow with this simple guide!