Expense Management | Budget Rules

Budget Rules
How to add Budget Rules
Navigating to the Budget Rules Budget Rules can be set only by the Admin Users. Budget Rules can be set by admin users to monitor and limit expenses submitted by users against the required criteria's such as types of expenses, categories, ...

Popular Articles
Streamlining Process of Vendor Payments
Purchase to Payment Process Invoice to Pay Process
How to Add a Receipt
Navigating to Receipts From the Dashboard, click on the Receipts option in the navigation bar on the top of the screen. Adding the Receipts Click on the Add Receipt button to add the receipts. Receipts could be added in pdf or jpeg formats. Click on ...
How to Add an Expense
Navigating to Expenses From the Dashboard, click on the Expenses option in the navigation bar on the top of the screen. Adding an Expense Click on the New Expenses button to add your expenses. Adding a Cash Expense Choose the Cash tab in the New ...
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 ...
Welcome to Finly
Features

Expense Management | Budget Rules | Knowledge Base