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How to Invite a User to Finly
Navigating to Users Choose the Manage option from the Navigation bar and select the Users option from the drop-down menu. Inviting a User to Finly For a user to Invite a User to Finly, the user should be assigned the role of an Admin. After filling ...
How to Change the Theme of your Finly Account
Navigating to the Theme Change option From the Finly Dashboard Navigate to the My Accounts Option from the navigation bar on the left side of the screen. Choose the Themes option from the My Accounts window. Choosing the Theme Choose the theme of ...
How to Change Password of your Finly Account
Navigating to the Change Password option From the Finly Dashboard Navigate to the My Accounts Option from the navigation bar on the left side of the screen. Choose the Change Password option from the My Accounts window. Filling the Current Password ...
Understanding how to Navigate across Finly
The left bar can be collapsed & widened with the Hide Menu option. The below gif shows: How to open & collapse the Nav Bar. Switch among multiple Entities. Toggle among tabs in the Nav Bar. Nav Bar Use "Global Search" to find any Data or Documents ...
How to Create a Budget Group
Navigating to Finly Budgets Click on the Organization Logo/Entity Switch button to switch between the entities. From the Multi Entity Selection screen, choose the Finly Budgets entity. Creating a Budget Group In the Budget screen, click on the Create ...