Introduction

Welcome to Findexterous, your trusted partner for efficient business and financial management. We understand the challenges of tracking finances, generating invoices, managing payroll, and maintaining accurate bookkeeping records.

That's why we've developed a comprehensive suite of services to streamline these tasks and empower businesses like yours to focus on what truly matters. With Findexterous, you can effortlessly track your finances, create and send professional invoices, handle complex payroll processes, create and share inventory and ensure meticulous bookkeeping.

Create an account

To create an account with us, follow these simple steps:

1. Visit our website and click on the "Sign Up" or "Create Account" button.
2. You will be directed to the account registration page. Fill in your name in the designated field. Enter your first name and last name accurately as you would like them to appear in your account profile.
3. Provide your email address in the specified field. Double-check to ensure it is entered correctly as this will be used for communication and account verification purposes.
4. Select your preferred transaction currency from the available options. We support a range of currencies to cater to our diverse user base. Choose the currency that aligns with your primary business operations.
5. Create a strong and secure password for your account. Choose a combination of uppercase and lowercase letters, numbers, and special characters. Make sure your password is unique and not easily guessable.
6. Before proceeding, take a moment to review our policy. You will find a checkbox to accept to consenting to our data regulations as described in the Privacy Policy. Click on it to access and review our terms and conditions, privacy policy, and any other relevant policies. Ensure you understand and agree to our policies.
7. Once you have reviewed the policy, check the box to indicate your agreement.
8. Finally, click on the "Sign Up" button to complete the registration process.
NOTE: Before you can sign in, you will have to follow the email verification link sent to your email.

Create an organization

Here's a comprehensive guide on creating an organization on Findexterous:

1. Create an account: If you haven't already, start by creating an account on Findexterous.
2. Go to the organization's page or settings page: Once you're logged in, navigate to the organization's page or settings page. Look for the section that allows you to manage organizations.
3. Click "Add organization": Within the organization management section, click on the "Add organization" button to begin creating a new organization.
4. Fill in organization details: A form will appear where you can provide the necessary information about your organization.
5. Add members' email and set custom roles: Next, you'll have the option to add members to your organization. Enter the email addresses of the individuals you want to invite. Specify their roles within the organization, such as administrator, member, or executive, based on the access and permissions they require.
   NOTE: The creator of the organization is assigned the Executive role.
6. Invitation mail will be sent to each member: After filling in the member details and roles, click on the "Create" to send invitation emails to each member and create organization. They will receive an email with a link to join your organization on Findexterous.
7. Start managing your finance with 1 month free package: you can now start managing your finances using the Findexterous platform. As a bonus, enjoy a 1-month free package that allows you to explore and utilize our features without any cost.

Add new currency

Here's a comprehensive guide on adding a new currency account on Findexterous:

1. Go to your settings page: Log in to your Findexterous account and navigate to the settings page. Look for the settings menu, accessible from the user profile icon or "Settings" on the menu.
2. Go to the currencies input and add new currencies: Once you're on the settings page, locate the section related to add new currency.
3. Add new currencies: Within the currencies section, you'll find a dropdown labelled "Currencies" where you can add new currencies.
4. Select the desired currency: From the available options, you can see all the currencies we support. Choose the currency that you wish to use for your financial transactions.
5. Click the "Save Changes" button: After selecting the desired currency, review and ensure that the currency selection is accurate. Once you're satisfied, scroll down to the bottom of the form and click the "Save Changes" button. Click on it to create the new currency account.

How to switch currency account

1. Select the desired currency: Within the settings page, you'll find the current currency dropdown. Click on the dropdown menu to access the available currency options.
2. Choose the desired currency: From the list of available currencies, select the one you want to switch to.
3. Click the "Save Changes" button: After selecting the desired currency, scroll down to the bottom of the form or interface and locate the "Save Changes" button. Click on it to save your currency selection and switch to the new currency.

Account Settings

Here's a comprehensive guide on various account settings you can make on Findexterous:

1. Change password:
   • Click on the "Password" tab on the settings page.
   • Provide your current password, enter a strong new password, and confirm the new password.
   • Click on the "Change Password" button to update your password securely.
   NOTE: New password and current password can not be the same.
2. Change profile image or logo:
   • To remove the current profile image, click on the "Remove" button.
   • To add or change the profile image, click on the "Upload Image" button.
   • Select an image from your device and preview it.
   • Click on the "Upload" button to set the new profile image.
3. Update name, username, occupation, and phone number:
   • Modify the fields for name, username, occupation, and phone number on the settings page.
   • Ensure the updated information is accurate and up to date.
   • Click on the "Save Changes" button at the bottom of the form to update the information.
   NOTE: New password and current password can not be the same.
4. Edit organization:
   • Locate the organization you want to edit and click on the edit icon next to its name.
   • A modal window will open, allowing you to make changes.
   • Update the organization's logo, name, and sector according to your preferences.
   • Once you've made the desired changes, click the "Edit" button to submit and save the modifications.
   NOTE: You can only edit organization you created.
5. Delete organization:
   • Find the organization you wish to delete and click on the "Delete Organization" option.
   • A pop-up modal will appear, requesting confirmation of the action.
   • Carefully review the prompt and, if you are certain, confirm the deletion to proceed.
   NOTE: You can only delete organization you created.
   NOTE: Your organization details, data and current subscription will be forever lost and irretrievable.
6. Delete your account:
   • To delete your entire account, click on the "Delete Account" option.
   • A confirmation pop-up will appear, asking for final confirmation.
   • Take a moment to consider the consequences, as this action is irreversible.
   • If you are certain about deleting your account, confirm the action to proceed.
   NOTE: Your details, data and available Findex coins will be forever lost and irretrievable.

Remember to exercise caution while making changes to your account settings. It is advisable to double-check the information and consider the implications before performing any irreversible actions. If you encounter any difficulties or have questions, feel free to reach out to our support team for assistance.

Email Suppression

At Findexterous, we understand that email preferences can vary, and we want to provide you with the flexibility to manage your subscriptions. If you wish to unsubscribe from specific email types, such as invoice emails or organization notifications, we offer several methods to accommodate your preferences. Here's a comprehensive guide on how to unsubscribe from emails on Findexterous:

1. Unsubscribing from Invoice Emails:
   • Unsubscribe via Email:
     • Open the invoice email you received from Findexterous.
     • Scroll down to locate the "Click to Unsubscribe" link.
     • Click the link to be redirected to the unsubscribe page.
     • On the unsubscribe page, click the "Unsubscribe" button.
     • Your email address will be added to our email suppression list, and you will no longer receive invoice emails.
   • Manage Suppression List from Account Settings:
     • Visit your account settings page on Findexterous.
     • Scroll down to find the option "Stop Receiving Invoice Emails."
     • Click the associated button and confirm your action.
     • Your email address will be added to the invoice email suppression list.
     • To remove your email from the suppression list, click on "Start Receiving Invoice Emails" and confirm your action.
2. Unsubscribing from Organization Email Notifications:
   • Unsubscribe via Email:
     • Open the email notification you received regarding the organization.
     • Scroll down to locate the "Click to Unsubscribe" link.
     • Click the link to be redirected to the unsubscribe page.
     • On the unsubscribe page, click the "Unsubscribe" button.
     • Your email address will be added to our email suppression list, and you will no longer receive notifications from the organization.
   • Manage Notifications from Account Settings:
     • Visit your account settings page on Findexterous.
     • Scroll down to find the option "Stop Receiving Emails from [Organization Name]."
     • Click the associated button and confirm your action.
     • You will be unsubscribed from the organization's email notifications.
     • To resubscribe to the organization's email notifications, click on "Start Receiving Emails from [Organization Name]" and confirm your action.
     NOTE: "[Organization Name]" will represent the specific name of the organization from which you wish to stop or start receiving notifications.

Miscellaneous

Here's a comprehensive guide on how to perform other miscellaneous actions on Findexterous:

1. Toggle between dark and light mode on your dashboard:
   • Look for the header section of the Findexterous interface.
   • Locate the toggle button for dark and light mode, represented by a moon and sun icon or labeled as "Dark Mode" and "Light Mode".
   • Click on the toggle button to switch between the two modes. Dark mode provides a darker color scheme, while light mode offers a brighter interface.
2. Toggle your app fullscreen on your dashboard:
   • In the header section of Findexterous, find the fullscreen button.
   • Click on the fullscreen button to toggle between fullscreen and regular screen mode. This action will expand or contract the Findexterous application window accordingly.
3. Switch between organization and your account:
   • To switch to an organization, navigate to the organization page within Findexterous.
   • Locate the actions dropdown menu associated with the organization you want to access.
   • Click on the dropdown arrow or icon to expand the menu.
   • From the dropdown menu, select the "Go to" option. This will redirect you to the selected organization's dashboard and associated features.
   • To switch back to your account, click on the organization logo, located at the top right corner of the interface.
   • A modal window will appear showing information about the organization.
   • Within the modal, click on the "My Account" option to return to your personal account dashboard.

In-app purchases

Findexterous offers a seamless in-app purchasing experience that allows users to maximise their individual and organizational accounts.

With in-app purchases, individuals can buy Findex coins, which serve as a virtual currency within the platform.

Additionally, organizations have the option to subscribe to Findexterous and gain collective access to a range of features designed to streamline their financial management processes.

Findex coins

Here is a comprehensive guide on how to purchase Findex coins for an individual account:

1. Log in to your Findexterous account and navigate to the account page on your dashboard.
2. Scroll down to locate the "Buy Findex Coin" form.
3. Fill in all the necessary details in the form, including your name and email.
4. From the amount dropdown, select the desired quantity of Findex coins you wish to purchase.
5. After ensuring all the details are correct, click on the "Buy Findex Coin" button.
6. You will be redirected to the payment page, where you can proceed to make the payment using our trusted partner payment service provider.
7. Follow the instructions provided by the payment service provider to complete the transaction securely.
8. Once the payment is successfully processed, the Findex coins will be added to your individual account.
NOTE: 1 Findex coin = 1 NGN

Subscriptions

Here is a comprehensive guide on how to subscribe to a Findexterous plan for an organization account:

1. Log in to your Findexterous account and navigate to the account page on your dashboard.
2. If you are not currently subscribed to any plans, you will see a button labeled "View subscriptions." Click on this button.
3. You will be presented with the various subscription plans available.
4. Take your time to review the details and features of each plan.
5. Once you have decided on the most suitable plan for your organization, click on the corresponding subscription button.
6. You will be redirected to the payment page, where you can proceed to subscribe using our trusted partner payment service provider.
7. Follow the instructions provided by the payment service provider to complete the subscription process securely.
8. After the payment is successfully processed, your organization's account will be subscribed to the chosen Findexterous plan.

Deactivating Your Findexterous Subscription

Here's a brief and comprehensive guide on how you can get your Findexterous subscription deactivated:

1. Manual Deactivation:
   1. Go to the account page on your organization dashboard.
   2. Click on the subscription tab.
   3. If you are on a subscription, you will see a "Cancel subscription" button.
   4. Click the button to cancel your subscription, and it will be deactivated.
2. Organization Account Deletion:

   Your Findexterous subscription will be deactivated if your organization account is deleted. When the organization account is deleted, all associated subscriptions are automatically deactivated.

3. Personal Account Deletion:

   If you delete your personal account on Findexterous, your subscription will be deactivated as well. When your personal account is deleted, any active subscriptions linked to your account will be automatically deactivated.

Please note that once your subscription is deactivated, you may lose access to certain features and services.

Activating Your Findexterous Subscription

To reactivate your Findexterous subscription, follow these simple steps:

1. Visit the account page on your organization dashboard.
2. Click on the subscription tab.
3. If your subscription has been cancelled, you will see an "Activate subscription" button.
4. Click on the "Activate subscription" button to initiate the reactivation process.
5. Your Findexterous subscription will be successfully activated.

Visualization

Findexterous offers a powerful solution that goes beyond simple record-keeping of your transactions. With Findexterous, you gain access to a wealth of insightful visuals that provide a comprehensive overview of your financial data.

By leveraging advanced data visualization techniques, Findexterous transforms your recorded transactions into meaningful charts, graphs, and reports. These visuals not only enhance your understanding of your financial performance but also empower you to make informed decisions with confidence.

Recording transactions

Here's a comprehensive guide on recording transactions on Findexterous:

1. Navigate to the dashboard: Log in to your Findexterous account and access the dashboard.
2. Access the record transaction feature: Locate the "Record Transaction" dropdown at the top of any page on the dashboard.
3. Select "Record Transaction" option: Click on the dropdown and choose the "Record Transaction" option. A form will appear on the screen.
4. Fill in transaction details: In the transaction form, provide the necessary information. Start by entering a description of the transaction, such as a brief explanation or reference. Then, input the transaction amount, specifying whether it is an income or expense and also select from the dropdown the category of the transaction.
5. If the transaction is not for the current date, click on "Select Date" to choose the specific date of the transaction.
6. Review and submit: Take a moment to review the information you've entered to ensure accuracy. Once you're satisfied, click the "Submit" button to record the transaction.
7. Transaction recorded: Congratulations! Your transaction has been successfully recorded in Findexterous. It will now be included in your financial records, allowing you to track and analyze your income and expenses effectively.

It's important to consistently record transactions as they occur to maintain accurate financial records.

Importing transactions

Importing transactions into your Findexterous account is a simple process. Follow the step-by-step guide below to successfully import your transaction data:

1. On the summary page, locate the table or list of transactions and click on the three-dot drop-down menu at the top of the table.
2. From the dropdown menu, select the option "Import Sheet."
3. A dialog box will appear, allowing you to select the sheet you want to import. Browse your files and choose the desired sheet.
4. Ensure that the sheet you want to import contains the following columns: date, description, income, expense, and category. These columns are essential for successful transaction importation.
5. In the sheet, make sure that the income and expense columns contain numerical values only, without any currency symbols attached to the header column.
6. After verifying that the sheet meets the required format, confirm your action to proceed with the importation process.
7. The sheet will be submitted, and Findexterous will start processing the imported data. During this process, your transaction history will be recalculated based on the newly imported data.

Once the import process is completed, you will be able to access and view your updated transaction history within your Findexterous account.

Editing transactions

Here is a comprehensive and detailed guide on how to edit transactions on Findexterous:

1. Start by accessing your Findexterous account and navigating to the summary page, which provides an overview of your financial transactions.
2. At the top of the summary page, you will find a three-dot dropdown menu. Click on the dropdown to reveal a list of options.
3. From the dropdown menu, select "Edit Mode." This will enable you to make changes to your transactions.
4. Once in edit mode, locate the transaction that you wish to edit. You can scroll through the table or use the search function to find specific transactions.
5. To change the category of a transaction, locate the "Transaction Category" column corresponding to the transaction you want to edit. Click on the dropdown menu within the column to reveal a list of available categories.
   1. From the dropdown menu, select the desired category that best represents the transaction. The categories provided are predefined and designed to help you organize your transactions efficiently.
   2. After selecting the new category, confirm the category change action. This ensures that the updated category is applied to the transaction.
   3. Once confirmed, the category of the transaction will be changed accordingly, allowing you to better categorize and analyze your expenses or incomes.
6. In case you need to delete a transaction, locate the specific transaction row that you wish to remove.
   1. At the end of the transaction row, you will find a delete icon represented by a trash bin. Click on the delete icon to initiate the deletion process.
   2. A confirmation message will appear, asking you to verify your intention to delete the transaction. Take a moment to review the details of the transaction before proceeding.
   3. If you are certain about deleting the transaction, confirm the delete action. The transaction will be permanently removed from your records.
   4. It's important to note that once a transaction is deleted, it cannot be recovered. Therefore, exercise caution when deleting transactions and ensure that it is the desired action.

Transaction visuals

Findexterous provides a range of insightful visuals that offer a comprehensive understanding of your financial data. Here's a breakdown of the visuals available on Findexterous:

1. Selected date Transaction Visuals on the Dashboard: On the dashboard page, you can find visuals specifically designed to provide a snapshot of your transactions for the selected day. These visuals display the total expenses, total income, and the calculated net profit. If you're using an organization account, the disbursed amount is also factored into the expenses, giving you a holistic view of your financial activity for the day.
2. Daily Transaction Visuals for the Last 7 Days from selected date: The dashboard page also includes visuals that span the past seven days from selected date, allowing you to track your daily financial performance. These visuals showcase the total income, total expenses, disbursed amount (for organization accounts), and net profit for each day. By analyzing these visuals, you can identify trends and fluctuations in your financial activities over the week.
3. Monthly Transaction Visuals for the Last 12 Months from selected date: Findexterous offers visuals that provide an overview of your financial performance over the past 12 months from selected date. These monthly transaction visuals present data on your total income, total expenses, and net profit. For organization accounts, the disbursed amount is also incorporated into the expense calculations. By examining these visuals, you can gain valuable insights into your long-term financial trends and assess your financial stability and growth.
4. Inventory Summmary Visuals: You can view a summary of the various items in your inventory on Findexterous. Findexterous provides visuals of the statuses of these items, such as in stock, pre-order, etc.
5. Customer Enquiry Summmary Visuals: You can view summaries of the enquiries made by potential customers on your Findexterous shop items. Findexterous provides visuals displaying enquiry statuses, aiding you in customer conversion.
6. Summary Figures on the Account Page: On the account page, you can access summary figures for any month selected. These figures encompass the Cash Inflows, Cash Outflows, and Net Cash Flow for the respective month. This allows you to review and compare your financial performance on a month-to-month basis, enabling you to make informed decisions based on past trends and patterns.
7. Expenses by Categories:
   1. The "Expenses by Categories" visual provides a comprehensive overview of all your expenses categorized by different expense categories. This visual displays the total expenses incurred over the last 12 months from selected month, giving you a holistic view of your spending patterns across various categories. By analyzing this visual, you can identify the areas where you have been spending the most and gain insights into your spending habits.
   2. The "Expenses by Categories" visual also allows you to focus specifically on your expenses for a selected month where you can see a breakdown of your expenses by categories within the month. This helps you monitor your spending in real-time and make necessary adjustments to your budget if needed. It enables you to stay aware of your monthly expenditure distribution and make informed financial decisions accordingly.
8. Incomes by Categories:
   1. The "Incomes by Categories" visual provides a detailed representation of your incomes categorized by different income sources or categories. It offers a comprehensive overview of your total incomes received over the past 12 months from selected month. By examining this visual, you can identify the sources or categories from which you have been earning the most income. This information helps you understand your primary income streams and analyze your earning patterns over time.
   2. Similar to the expenses visual, the "Incomes by Categories" visual allows you to focus specifically on your incomes for a selected month where you can see a breakdown of your incomes by categories within the month. This feature enables you to monitor your income sources in real-time and track your financial progress throughout the month. It provides valuable insights into your monthly income distribution, allowing you to make informed decisions and plan your finances effectively.
NOTE: Customize your Findexterous visuals by selecting a start date from the dropdown at the top of the page.

Both categories visuals play a crucial role in helping you understand your financial situation, identify trends, and make informed financial decisions. By analyzing the expenses and incomes categorized by different categories, you can gain valuable insights into your spending and earning patterns, enabling you to manage your finances more effectively and achieve your financial goals.

Permissions

Findexterous offers different access levels for recording transactions and viewing visuals based on user roles and subscription status. Here's an explanation of the access options:

1. For Individual account:
   • Viewing Visuals: Individual accounts have the flexibility to view visuals at any time. This means that individual users can access and analyze the insightful visuals provided by Findexterous to gain a better understanding of their personal finances. Whether it's monitoring expenses, tracking income, or assessing net profit, individuals have unrestricted access to these visuals.
   • Similarly, individuals can record transactions at any time. Users can easily enter transaction details, such as descriptions, amounts, and income or expense categorizations, into the Findexterous platform, ensuring accurate record-keeping and helping them maintain a comprehensive financial overview.
   • Individuals can import transactions if they have an adequate amount of Findex coins available.
   • Individuals have the ability to change transaction categories or delete any of their own transactions.
2. For Organization account:
   • Viewing Visuals: In organizations, only administrators and executives have access to view the visuals. These key roles within the organization can leverage the insightful visuals provided by Findexterous to monitor the financial performance of the organization. However, members with a lower role, such as member role, do not have access to view the visuals. This access restriction ensures that sensitive financial information is accessible only to authorized personnel.
   • Recording Transactions: On the other hand, any member of the organization, regardless of their role, can record transactions. This allows all team members to contribute to the financial record-keeping process. By allowing multiple users to record transactions, Findexterous promotes collaboration and ensures that all financial activities are accurately documented within the organization.
   • Importing transactions is restricted to executives and admins only.
   • Only executives have the authority to change transaction categories or delete any of the organization's transactions.
3. For Unsubscribed Organizations:
   • Recording Transactions: In unsubscribed organizations, no team member, including administrators and executives, can record transactions. This restriction is in place until the organization subscribes to a plan.
   • Viewing Visuals: Similarly, visuals are only available to unsubscribed organizations after they subscribe to a plan. Once the organization subscribes, the visuals become accessible, providing valuable insights into the organization's financial performance and aiding in informed decision-making.
   • Importing transactions is restricted for unsubscribed organizations.
   • The ability to change transaction categories or delete any of the organization's transactions is restricted.

Invoicing

Findexterous provides a powerful invoicing feature that streamlines the process of sending invoices to your clients and requesting payments from your organization for projects or expenditures.

With Findexterous, you can easily create professional and customized invoices, including detailed descriptions of the products or services rendered, quantities, rates, and applicable tax. Once created, these invoices can be sent directly to your clients' email addresses.

Findexterous also allows you to follow up on overdue payments. Whether you're a freelancer, small business owner, or part of a larger organization, Findexterous empowers you with an invoicing solution that simplifies your financial transactions and ensures timely payments.

Send invoice

To send invoices to client' email on Findexterous, follow these steps:

1. Navigate to the invoice page on your dashboard.
2. Start by selecting the "Send to client" radio button, indicating that you want to send the invoice electronically to your client.
3. Fill in the necessary details:
   • Enter the invoice number to uniquely identify the invoice.
   • Select the currency in which the invoice will be displayed and processed.
   • Specify the due date for payment.
   • Choose the invoice theme color that aligns best with your brand.
   • Provide the billing details in the "Bill from" section, including your organization's name, address, and contact information.
   • Enter the recipient's details in the "Bill to" section, including the recipient's name, email address, and any other relevant information.
   • Add items to the invoice, including their names, unit prices, and quantities.
   • Include any applicable discount amounts on the invoice items if required.
   • Include any applicable value-added tax (VAT) amounts if required.
   • If applicable, include shipping amount.
   • Optionally, enter the amount already paid towards the invoice.
   • Add any additional notes or messages to the recipient, such as payment terms or special instructions.
4. Click the "Preview" button at the top of the form to review the invoice before sending it. This allows you to ensure all details are accurate and the invoice appears as desired.
5. If you need to make any further changes, click the "Edit invoice" option from the dropdown menu at the top. Otherwise, if you are satisfied with the invoice details, click the "Send to client" button.
6. Before sending the invoice, you will be prompted to provide a custom message that will be sent to the recipient's email along with the invoice.

Resending Invoice

Here's a concise guide on how to resend an invoice email:

1. Navigate to the invoice page on your dashboard.
2. Go to the history tab.
3. Locate the specific invoice you want to resend.
4. Click on the preview option for that invoice.
5. In the preview window, look for the options dropdown menu located at the top.
6. Select the "Resend to Client" option from the dropdown.
7. Confirm the action when prompted.
8. The invoice email will be resent to the recipient.

Payment request

To request payment using invoices for organization accounts on Findexterous, follow these comprehensive steps:

1. Start by selecting the "Make a request" radio button, indicating that you want to request payment for the invoice.
2. Fill in the necessary details:
   • Enter the invoice number to uniquely identify the request.
   • Specify the due date for payment.
   • Provide the billing details in the "Bill from" section, including your organization's name, address, and contact information.
   • Enter the recipient's details in the "Bill to" section, including your name, email address, and any other relevant information.
   • Add items to the invoice, including their names, unit prices, and quantities.
   • Include any applicable value-added tax (VAT) amounts if required.
   • Optionally, add any additional notes or messages to the recipient regarding the payment request.
3. Click the "Preview" button at the top of the form to review the invoice before making the payment request. This allows you to ensure all details are accurate and the invoice appears as desired.
4. If you need to make any further changes, click the "Edit invoice" option from the dropdown menu at the top. Otherwise, if you are satisfied with the invoice details, click the "Make a request" button.
5. A payment details form will appear where you need to enter the recipient's account name, bank name, and account number.
6. Double-check all the information entered and click "Confirm" to finalize and submit your payment request.

Reference

To reference an invoice on Findexterous, follow these comprehensive steps:

1. Go to the "History" tab on the invoice page. This tab contains a record of all invoices issued.
2. Apply additional filters if needed:
   • Use the "Date Range" filter to narrow down the results to a specific period.
   • Use the "Due date" filter to retrieve invoices that are due for the selected date.
   • If you're working with an organization account, you can filter by the member who created the invoice.
3. Utilize the search functionality:
   • Enter the invoice number in the search bar to find a specific invoice.
   • Search by recipient details, such as their name or email address, to locate invoices associated with a particular recipient.
4. Once you have identified the desired invoice, click the "Preview" button to view its details. This allows you to reference the invoice, review its contents, and access relevant information associated with it.

Downloading Invoice

You can access and download invoices you have sent from Findexterous to your email or locally for free using these steps:

1. Download to your local device
   • Start by going to the invoice page on your Findexterous dashboard.
   • Click on the history tab to view your past invoices.
   • Identify the specific invoice you want to download from the list.
   • Click on the preview button associated with the invoice you wish to download.
   • On the invoice preview screen, look for the "Actions" dropdown at the top of the page.
   • From the dropdown options, select "Download locally."
   • The invoice will be successfully downloaded to your local device.
2. Send invoice to your email
   • Start by navigating to the invoice page on your Findexterous dashboard.
   • Click on the history tab to view your past invoices.
   • Identify the specific invoice you want to send to your email from the list.
   • Click on the preview button associated with the invoice you wish to send.
   • On the invoice preview screen, find the "Actions" dropdown at the top of the page.
   • From the dropdown options, select "Send to client."
   • The invoice will be successfully sent to the email address linked to your Findexterous account.

Permissions

Access to invoicing on Findexterous varies depending on the user type. Here's a comprehensive explanation:

1. For Individual accounts:
   • Individuals can send or resend invoices to clients' emails if they have sufficient Findex coins.
   • Individuals have the flexibility to preview their invoices at any time, ensuring accuracy before and after sending them.
2. For Organization accounts:
   • Only administrators and executives within an organization can send or resend invoices directly to clients' emails, maintaining control over invoicing processes.
   • Any member of the organization, regardless of their role, can make a payment request using invoices.
   • Executives and administrators have the ability to reference or preview all invoices within the organization. However, member roles can only reference or preview the invoices they personally created.
   • Executives and administrators also have the privilege to download any invoice from the platform. On the other hand, member roles can only download the invoices they created.
3. For Unsubscribed Organizations:
   • Unsubscribed organizations do not have the capability to send or resend invoices or make payment requests on the platform.
   • Filtering or searching for invoices is also restricted for unsubscribed organizations.
   • However, unsubscribed organizations can still preview, reference, or download invoices within the last 7 days for record-keeping purposes.

Receipt

Findexterous streamlines the process of generating receipts and sending them to your clients, ensuring a seamless and professional transaction experience. With Findexterous, you can easily create detailed and customized receipts.

You can effortlessly send the receipt directly to your clients via email, ensuring instant delivery and reducing paperwork. This streamlined approach not only saves you time but also enhances the professionalism of your business interactions.

Send receipt

To send receipts to client's email on Findexterous, follow these steps:

1. Navigate to the receipt page on your dashboard.
2. Fill in the necessary details:
   • Enter the receipt number to uniquely identify the receipt.
   • Select the currency in which the receipt will be displayed and processed.
   • Specify the date of payment.
   • Choose the receipt theme color that aligns best with your brand.
   • Provide your details in the "Issuer" section, including your organization's name, address, and contact information.
   • Enter the recipient's details in the "Bill to" section, including the recipient's name, email address, and any other relevant information.
   • Enter the shipping details in the "Ship to" section, including the shipping location's name, address, and phone.
   • Add items to the receipt, including their description, prices, and quantities.
   • Include any applicable discount amounts on the receipt items if required.
   • Include any applicable value-added tax (VAT) amounts if required.
   • If applicable, include shipping amount.
   • Optionally, add your signature to the receipt to enhance originality.
   • Add any additional notes or remarks to the recipient, such as payment terms or special instructions.
3. Click the "Preview" button at the top of the form to review the receipt before sending it. This allows you to ensure all details are accurate and the receipt appears as desired.
4. If you need to make any further changes, click the "Edit receipt" option from the dropdown menu at the top. Otherwise, if you are satisfied with the receipt details, click the "Send to client" button.
5. Before sending the receipt, you will be prompted to provide a custom message that will be sent to the recipient's email along with the receipt.

Resending Receipt

Here's a concise guide on how to resend receipt to client' email:

1. Navigate to the receipt page on your dashboard.
2. Go to the history tab.
3. Locate the specific receipt you want to resend.
4. Click on the preview option for that receipt.
5. In the preview window, look for the options dropdown menu located at the top.
6. Select the "Resend to Client" option from the dropdown.
7. Confirm the action when prompted.
8. The receipt will be resent to the client's email.

Reference

To reference a receipt on Findexterous, follow these comprehensive steps:

1. Go to the "History" tab on the receipt page. This tab contains a record of all receipts issued.
2. Apply additional filters if needed:
   • Use the "Date Range" filter to narrow down the results to a specific period.
   • If you're working with an organization account, you can filter by the member who created the receipt.
3. Utilize the search functionality:
   • Enter the receipt number in the search bar to find a specific receipt.
   • Search by recipient details, such as their name or email address, to locate receipts associated with a particular recipient.
4. Once you have identified the desired receipts, click the "Preview" button to view its details. This allows you to reference the receipts, review its contents, and access relevant information associated with it.

Downloading Receipt

You can access and download receipts you have sent from Findexterous to your email or locally for free using these steps:

1. Download to your local device
   • Start by going to the receipt page on your Findexterous dashboard.
   • Click on the history tab to view your past receipts.
   • Identify the specific receipt you want to download from the list.
   • Click on the preview button associated with the receipt you wish to download.
   • On the receipt preview screen, look for the "Actions" dropdown at the top of the page.
   • From the dropdown options, select "Download locally."
   • The receipt will be successfully downloaded to your local device.
2. Send receipt to your email
   • Start by navigating to the receipt page on your Findexterous dashboard.
   • Click on the history tab to view your past receipts.
   • Identify the specific receipt you want to send to your email from the list.
   • Click on the preview button associated with the receipt you wish to send.
   • On the receipt preview screen, find the "Actions" dropdown at the top of the page.
   • From the dropdown options, select "Send to client."
   • The receipt will be successfully sent to the email address linked to your Findexterous account.

Permissions

Access to receipt's features on Findexterous varies depending on the user type. Here's a comprehensive explanation:

1. For Individual accounts:
   • Individuals can send or resend receipts to clients' emails if they have sufficient Findex coins.
   • Individuals have the flexibility to preview their receipts at any time, ensuring accuracy before and after sending them.
2. For Organization accounts:
   • Only administrators and executives within an organization can send or resend receipts directly to clients' emails, maintaining control over the receipt processes.
   • Executives and administrators have the ability to reference or preview all receipts within the organization.
   • Executives and administrators also have the privilege to download any receipt from the platform.
3. For Unsubscribed Organizations:
   • Unsubscribed organizations do not have the capability to send or resend receipts or make payment requests on the platform.
   • Filtering or searching for receipts is also restricted for unsubscribed organizations.
   • However, unsubscribed organizations can still preview, reference, or download receipts within the last 7 days for record-keeping purposes.

Inventory

With Findexterous Inventory, you can easily add a variety of items and showcase your shop to customers. Findexterous streamlines communication, enhancing customer interaction. Plus, your shop is SEO- optimized for broader visibility. Manage your business effortlessly and engage customers effectively with Findexterous Inventory, all in one place.

Add items to inventory

Here's a comprehensive guide on how to add items to your inventory on Findexterous:

1. Navigate to your Findexterous dashboard and go to the "Inventory" page.
2. In the top section of the page, locate the "Inventory Actions" dropdown menu. Click on it and select "Add New Item" from the options.
3. You will be directed to a form where you need to provide essential details about your item. Fields marked with an asterisk (*) are mandatory. Here's what you need to fill in:
   • Name: Enter the name of your item.
   • Unit: Specify the unit in which the item is sold or measured (e.g., pieces, kilograms, liters).
   • Category: Choose the appropriate category for your item from the provided options.
   • Price: Input the price of the item.
   • Image: Upload a clear image of the item for better visualization.
4. If your item has a price range (for example, if you offer discounts), check the "Make a Price Range" box. This allows you to enter a minimum and maximum price, showing potential customers the price variation.
5. You can provide additional details to make your item more appealing to customers:
   • Features: Highlight the key features of the item that make it unique.
   • Specifications: Provide technical specifications or details about the item (e.g., color, size).
   • Additional Information: Include any extra information that can help customers understand the item better, such as warranty details or usage instructions.
6. Once you have filled in all the necessary information, carefully review the details you have provided. Ensure everything is accurate and as you want it to appear on your shop.
7. When you are satisfied with the information, click the "Add New Item" button at the bottom of the form.

Edit items in the inventory

Here's a comprehensive guide on how to edit items in your inventory on Findexterous:

1. Go to the inventory page on your Findexterous dashboard. This is where you can view all your listed items.
2. Identify the item you want to edit and click on the "Edit" option from the actions dropdown menu associated with that specific item.
3. Adjust the item's details as needed. You can change various fields like name, unit, category, price, images, and additional information.
4. Once you've made the necessary changes and are satisfied with the edits, scroll down and click the "Edit Item" button at the bottom of the form.
5. Your item has been successfully updated with the new information. Make sure to review it one last time to ensure all modifications are accurate

Edit items in the inventory

Here's a comprehensive guide on how to edit items in your inventory on Findexterous:

1. Go to the inventory page on your Findexterous dashboard. This is where you can view all your listed items.
2. Identify the item you want to edit and click on the "Edit" option from the actions dropdown menu associated with that specific item.
3. Adjust the item's details as needed. You can change various fields like name, unit, category, price, images, and additional information.
4. Once you've made the necessary changes and are satisfied with the edits, scroll down and click the "Edit Item" button at the bottom of the form.
5. Your item has been successfully updated with the new information. Make sure to review it one last time to ensure all modifications are accurate.

Delete an item from the inventory

Here's a comprehensive guide on how to delete an item from your inventory on Findexterous:

1. Start by accessing the inventory page on your Findexterousdashboard. Here, you can view a list of all your items.
2. Identify the specific item you want to remove and click on the "Delete" option from the actions dropdown menu associated with that item
3. After clicking "Delete," a confirmation modal will appear, asking if you're sure about your action. Double-check to ensure you've selected the correct item.
4. If you are certain about deleting the item, click "Yes" on the confirmation modal.
5. Once you click "Yes," the item will be permanently removed from your inventory. It's essential to verify the deletion to prevent accidental removal of valuable items.

Search for an item in the inventory

Here's a comprehensive guide on how to search for an item in your inventory on Findexterous:

1. Start by navigating to the inventory page on your Findexterousdashboard. This is where you can view the list of all your items.
2. At the top of the inventory page, you'll find a search input field. Here, you can search for items based on their product name, SKU (Stock Keeping Unit), or price.
3. Enter the relevant search term, whether it's the product name, SKU, or price, into the search input field.
4. As you type, the products displayed on the page will adjust dynamically to match your search criteria. You'll see only the items that match the entered search term(s).
5. If you don't find the item you're looking for, consider refining your search by providing more specific details, such as a unique part of the product name or the complete SKU.
6. Once you find the item you're searching for, click on view in the action dropdown to access detailed information, including pricing, specifications, and other information.

Preview your shop or item

Here's a comprehensive guide on how to preview your shop or an item in your inventory on Findexterous:

1. Start by logging into your Findexterous dashboard and navigating to the inventory page.
2. Preview Your Shop:
   • In the top section of the inventory page, locate the "Inventory Actions" dropdown.
   • Within the dropdown options, click on "Go to Shop". You'll instantly be redirected to your shop page, allowing you to view it exactly as your customers would.
3. Preview an Item:
   • Scroll through your inventory to find the specific item you want to preview.
   • Next to the item, click on the "Actions" dropdown.
   • From the dropdown options, select "View". You'll be redirected to the detailed item page, where you can see all the information displayed to your customers.

Share shop link

Here's a comprehensive guide on how to share shop link on Findexterous:

1. Begin by logging into your Findexterous dashboard. Navigate to the inventory page where you manage your items.
2. In the top section of the inventory page, locate the "Inventory Actions" dropdown.
3. Click on the dropdown to reveal a list of options.
4. Within the "Inventory Actions" dropdown, find and select "Share Shop Link". This option is specifically designed for sharing your shop with others.
5. Upon clicking "Share Shop Link," your operating system's native share options will open.
6. Choose your preferred sharing method, such as email, messaging apps, or social media platforms.
7. Add recipients or select the platform where you want to share the link.
8. Confirm and send the link to instantly share your Findexterous shop with others.

Inquiries

With Findexterous, customers can easily inquire about products, enabling businesses to promptly respond to their queries. This direct line of communication fosters trust and enhances customer satisfaction. Also, Findexterous provides businesses with streamlined tools to track and manage these interactions, ensuring that no inquiry goes unanswered.

Sending messages to vendors

Here's a comprehensive guide on how to send messages to vendors on Findexterous:

1. Visit the Vendor's Findexterous Shop:

   Navigate to the specific Findexterous shop of the vendor you wish to contact.

2. Choose Your Communication Option:
   • Click on "Contact Vendor" or "Chat on WhatsApp" on the shop page, a form will appear.
   • Provide your Name, Email, Phone, and your Message to the vendor.
   • Once you are satisfied, click "Send."
   • Your message is now sent, and you can expect a response shortly.
   • If you clicked "Chat on WhatsApp" you be re-directed to vendor's DM
3. Alternative Method - Contact Page:

   If you prefer, you can access the vendor's contact form on their dedicated contact page.

4. Sending Product-Specific Messages:
   • On the shop landing page, click the add icon next to the products you are interested in.
   • After selecting all the products, click "Contact Vendors for Items."
   • Fill in your Name, Email, Phone, and your specific Message.
   • When you are ready, click "Send."

Search for messages

Here's a comprehensive guide on how to search for messages sent to vendors on Findexterous:

1. Navigate to the inventory page on your Findexterous dashboard.
2. Click on the "Inquiries" tab at the top of the page.
3. Utilize the Search Functionality:
   • By Specific Details:

     In the search input field at the top of the page, enter the inquiry sender name, email, or phone number related to the inquiry you are looking for.

   • By Inquiry Status:

     Utilize the dropdown menu at the top left corner of the inquiries page to filter inquiries based on their status (e.g., pending or resolved.).

4. The inquiries matching your search criteria and status filter will be displayed on the page.

Mark messages as resolved

Here's a comprehensive guide on how to mark messages as resolved on Findexterous:

1. Start by navigating to the inventory page on your Findexterousdashboard.
2. Click on the "Inquiries" tab at the top of the page
3. Review the list of inquiries and locate the specific inquiry you wish to mark as resolved.
4. Click the "Actions" dropdown associated with the inquiry.
5. From the dropdown options, select "Mark as Resolved".
6. A confirmation modal will appear, asking if you are sure about marking the inquiry as resolved.
7. If you are certain, click on the "Yes" button in the modal.
8. Once confirmed, the inquiry will be marked as resolved.
NOTE: his action is irreversible, so ensure you want to mark the inquiry as resolved before confirming.

Preview messages

Here's a comprehensive guide on how to preview an messages on Findexterous:

1. Start by navigating to the inventory page on your Findexterousdashboard.
2. Click on the "Inquiries" tab, at the top of the page.
3. Review the list of inquiries and find the specific inquiry you wish to preview.
4. Click the "Actions" dropdown associated with the inquiry.
5. From the dropdown options, select "View More."
6. A detailed view of the inquiry will appear.

Permissions

Here is an explanation of access to inventory activities on Findexterous:

1. For Individual accounts:
   • Individuals can add new items to the inventory, providing details like name, category, and price.
   • Individuals have the ability to modify existing inventory item information, ensuring accurate data.
   • Users can remove unnecessary or outdated items from the inventory.
   • Individuals can view and search through all available inventory items.
   • Users have the privilege to view inquiries made by customers, helping them stay informed.
   • Individuals can resolve customer inquiries, marking them as resolved after appropriate actions have been taken.
2. For Organization accounts:
   • Only admins and executives within the organization have the authority to add new items to the inventory.
   • Editing inventory items is restricted to admins and executives, ensuring data integrity.
   • Deletion of items from the inventory is limited to admins and executives, preventing unauthorized removals.
   • All organization members can access and view inventory items, fostering collaboration.
   • Viewing customer inquiries is restricted to admins and executives, safeguarding sensitive customer interactions.
   • Only admins and executives can mark inquiries as resolved, ensuring a coordinated and professional response to customers.

Collaboration

Findexterous offers a collaborative platform that enables organizations to streamline and efficiently manage their finances with the help of team members in various roles. With Findexterous, organizations can easily collaborate and delegate financial tasks to team members, ensuring transparency and accountability.

Invitation

To invite members to your team on Findexterous, you have two options depending on the stage of your organization's setup. Here's a guide for both scenarios:

1. When creating the organization:
   • During the organization creation process, you will have the option to add members.
   • Enter their email addresses and assign custom roles to each member.
   • Once the organization is created, invitation emails will be sent to the members you added.
2. If the organization is already created:
   • Go to the team page on the organization dashboard.
   • Click on the "Add member(s)" button.
   • Enter the email addresses of the members you want to invite and specify their roles.
   • Click "Add" button and Invitation emails will be sent to the specified email addresses.

Accepting an invitation as a team member:

1. Receive the invitation email in your inbox.
2. If you already have a Findexterous account:
   • Click on the invitation link in the email.
   • You will be redirected to the Findexterous platform.
   • Respond to the invitation by clicking either "Accept" or "Decline".
   • If you accept the invitation, log in to your account, and the organization will appear on the organization page of your dashboard.
   • Go to the organization and start collaborating with the team.
3. If you don't have a Findexterous account:
   • Click on the invitation link in the email.
   • You will be directed to the Findexterous platform.
   • Provide your name, preferred currency, and set a password for your account.
   • Check the box indicating agreement to our privacy policy to accept our terms.
   • Click on "Complete Invitation."
   • Log in to your newly created account, and the organization will appear on the organization page of your dashboard.
   • Go to the organization and start collaborating with the team.

Team and roles

Here is a comprehensive guide on organization teams and their roles on Findexterous:

To view your team members, go to the Team page on the organization dashboard. The various roles on Findexterous are:

1. Members:
   • They do not have access to organization-sensitive data.
   • They can contribute to organization financial management by recording transactions or requesting payment requests.
2. Administrators:
   • They have access to organization-sensitive data.
   • They can contribute to organization financial management by recording transactions or requesting payment requests.
   • They can manage financial data such as payroll.
3. Executives:
   • They have access to organization-sensitive data.
   • They can contribute to organization financial management by recording transactions or requesting payment requests.
   • They can manage financial data such as payroll.
   • They have the authority to regulate organization roles.
   • They are involved in financial approvals.
NOTE: To change the role of a team member, click on the current role of the member. You will see a dropdown menu displaying other roles that you can assign to the member. Click on the desired role and confirm the selection.

Managing the team:

1. Creator of the Organization:
   • Can assign any role, including executive, admin, and member roles.
   • Can remove any member.
2. Executives:
   • They can change the role of members to admin and can downgrade admins to members.
   • They can remove both members and admins.
3. Admins:
   • They can remove members.
4. Members:
   • Cannot manage the team.

Leaving an organization:

1. In your personal account, go to the organization page.
2. Click the options dropdown of the specific organization.
3. Then click "Leave".
4. If you are sure of your action, click "Yes".
NOTE: Creator of an organization can not leave the organization, rather the creator can delete the organization.

Payment request

To request for a payment on Findexterous, you have two options: through an invoice or by creating a payment request. If you choose to request payment through an invoice, you can follow the steps explained here. Alternatively, you can create a payment request using the following steps:

1. Go to the Requests page on your organization account.
2. Click on the "New Request" tab to access the payment request form.
3. In the request form, fill in the required details, including the title, amount, and description of the payment request.
4. Click on the "Preview" button located at the top of the form to review the payment request before submitting.
5. Once you are satisfied with the preview, click on the dropdown options at the top of the page.
6. From the dropdown menu, select "Make a Request" to initiate the payment request process.
7. A payment details form will appear where you need to enter the recipient's account name, bank name, and account number.
8. Double-check all the information entered and click "Confirm" to finalize and submit your payment request.

Approvals

To approve a payment request on Findexterous, you can follow these steps:

1. Access the Payment Requests section: Navigate to the payment requests page on your Findexterous account. You will find two categories: "Requests Pending Review" and "Pending Disbursement."
   NOTE: Requests under "Requests Pending Review" categories has not been reviewed.
2. Review Requests Pending Review:
   • Preview the request: Click on the request you want to review to see the details and associated information.
   • Approve the request: If the request meets your approval, click on the "Approve". This will mark the request as approved.
   • Approve and disburse the request: If you want to not only approve the request but also marked as disbursed, click on the "Approve and Disburse".
   • Decline the request: If the request is not valid or needs further clarification, you can decline it by clicking on the "Decline".
3. Manage Pending Disbursement Requests:
   • Preview the Request: Click on the pending disbursement request to review its details.
   • Disburse the request: If you are ready to proceed with the disbursement, click on the "Disburse". This will mark the request as disbursed.
   • Decline the request: If there is an issue or change in circumstances that requires the request to be declined, click on the "Decline".

Reference

To reference a payment request on Findexterous, follow these steps:

1. Go to the Requests page in your Findexterous account.
2. Navigate to the history tab.
3. Apply filters, if desired, such as a date range or filtering by the member who created the request.
4. Utilize the search functionality to find specific requests:
   • Enter the title of the request in the search bar to find requests with matching titles.
   • Enter specific details related to the request in the search bar to filter results based on the provided information.
   • You can also search for requests based on the specified amount.
5. Once you have narrowed down the list of payment requests, click on the "preview" option for the desired request to view its details and reference the relevant information.

Permissions

Collaboration access on Findexterous provides different levels of functionality and permissions based on user roles and account types. Here is a explanation of collaboration access:

1. For individual account:
   • Collaboration features are not available for personal accounts. Individuals using Findexterous in a personal capacity do not have access to collaboration functionalities.
2. For organization account:
   • Admins and executives have broader access and permissions compared to members with a member role.
   • Admins and executives can view all payment requests within the organization, including those created by other members.
   • Members with a member role can only view their own payment requests.
   • Any member of the organization can create a payment request.
   • Admins have the ability to approve or decline a payment request but cannot disburse funds.
   • Executives have the ability to approve, decline, and disburse payment requests.
3. For unsubscribed organizations:
   • Payment request creation is not available for unsubscribed organizations.
   • Users within unsubscribed organizations can only view and reference their accessible payment requests within the last 7 days.
   • Approving, declining, or disbursing payment requests is not available for users within unsubscribed organizations.

Ledger

Findexterous provides you with a powerful solution to easily access and manage your previous transaction data and financial activities. With Findexterous, you can efficiently track, organize, and retrieve all your past financial transactions in a user-friendly and intuitive interface.

Transactions ledger

Utilizing Findexterous ledger for financial transactions is a valuable way to gain insights into your financial activities. Here is a guide on how to make the most of Findexterous summary:

1. Access the Ledger Page: Log in to your Findexterous account and navigate to the ledger page, which you can find on your mega menu or side menu.
2. View the Table: On the ledger page, you will find a table displaying your previous transactions. This table provides a concise overview of your financial activities.
3. Transaction Details: Each transaction row in the table contains important details to help you understand your financial history. These details typically include:
   • Date of Transaction: This column shows the date when the transaction took place, allowing you to track the timing of your financial activities.
   • Description of Transaction: The description column provides a brief summary or reference for the specific transaction, giving you context about its purpose.
   • Income or Expense Amount: Depending on the nature of the transaction, the amount will be recorded under the "Income" column if it represents revenue or under the "Expense" column if it signifies an expense or disbursal.
   • Balance Calculation: The balance column reflects the cumulative effect of your transactions. It is calculated by adding the previous summary and subtracting any previous expenses or disbursals, providing you with an updated balance after each transaction.

Searching and filtering

Filtering and searching for transactions in Findexterous allows you to efficiently navigate and locate specific financial information. Here is a comprehensive guide on how to filter and search for transactions:

1. Search by Transaction Amount:
   • On the transactions ledger page, look for a search field.
   • Enter the desired transaction amount you want to filter.
   • The transaction table will update, displaying only the transactions that match the specified amount criteria.
2. Search by Transaction Description:
   • Locate the search field designated for transaction descriptions.
   • Enter keywords or specific terms related to the transaction description you are looking for.
   • The transaction table will refresh, showing only the transactions that contain the provided description keywords.
3. Filter by Date Range:
   • Find the date range filter option on the transactions ladger page.
   • Select the desired start and end dates for the range you want to filter.
   • The transaction table will update, displaying only the transactions that fall within the specified date range.

Download transactions ledger

Downloading transactions ledger on Findexterous is a convenient way to save and access your financial data on cloud. Here is a guide on how to download transaction summaries:

1. Go to the Summary page in Findexterous:
   • On your dashboard open the side menu navigation menu and locate the Ledger option.
   • Click on the Ledger option to navigate to the transaction ledger page.
2. Locate the Download Option:
   • On the transaction ledger page, look for a three dots (ellipsis) button
   • Download option will appear from the dropdown
3. Click the Download Button:
   • Once you have located the download option, click on it to initiate the download process.
4. Authorization (if applicable):
   • If your account has the necessary authorization to download the ledger, all the transactions summary with the specified date range will be compiled into a downloadable file format, such as .xlsx (Microsoft Excel).
5. Transactions ledger Sent to Your Email:
   • After completing the authorization process, Findexterous will generate the transaction summary file.
   • The ledger file will be sent to the email address associated with your Findexterous account.
   • Check your email inbox for the ledger file.
6. Accessing the Downloaded ledger:
   • Open your email and locate the message from Findexterous containing the ledger.
   • Download the attached file to your preferred location on your device.
   • Once downloaded, you can open the file using compatible software or applications such as spreadsheet programs (e.g., Excel, Google Sheets) to view and analyze the data.

Financial activities

Here is a the guide on how to view financial activities on Findexterous:

1. Go to the Activities page on your Findexterous account. This page allows you to access and review the various financial activities within your organization or your personal account.
2. On the Activities page, you will find a list of financial activities made by members. Each activity entry includes important details such as the title of the transaction, description of the transaction, date of the transaction, and information about the creator of the transaction. These details provide a comprehensive overview of the financial activities taking place.
3. To filter the activities, you have the option to specify a date range. This enables you to narrow down the activities based on a specific time period, making it easier to locate and analyze the desired financial data. If you are using an organization account, you can also filter activities by members, allowing you to focus on the specific contributions of individual team members.

Permissions

Here is an explanation of access to financial data on Findexterous:

1. For Individual accounts:
   • Individuals have the ability to view their transactions summary at any time. This summary provides an overview of their financial transactions.
   • Individuals can also download their transactions summary if they have sufficient Findex coins. The cost of downloading depends on the date range, with longer date ranges requiring more Findex coins.
   • Individuals have access to view all financial activities, allowing them to stay informed about the various financial transactions occurring within their account.
2. For Organization accounts:
   • Only administrators and executives within an organization have access to view and download the complete transactions summary. This enables them to have a comprehensive overview of all financial transactions within the organization.
   • Members within the organization can only view and download their own transactions summary, limiting their access to their individual financial data.
   • Members with a "member" role are unable to view the cumulative total on the summary page.
   • Administrators and executives have the privilege to view all financial activities, giving them insights into the overall financial operations of the organization. Members, on the other hand, can only view the financial activities they are directly involved in.
3. For Unsubscribed Organizations:
   • Unsubscribed organizations have limited access to financial data. They can only view and download transaction summaries within the last 7 days, providing them with a recent snapshot of their financial activities.
   • Similarly, they can only view financial activities within the last 7 days, which allows them to monitor recent financial operations.

Payrolling

Findexterous offers an efficient and user-friendly solution for managing your payroll effectively. With Findexterous, you can easily handle various aspects of your payroll process, such as calculating employee wages.

Payroll entry

Here's a comprehensive guide on how to enter payroll entries on Findexterous:

1. Manually Adding Payroll Entries:
   • Go to the Payroll page in Findexterous.
   • Click on the "Payroll Actions" dropdown menu.
   • Select "Add Multiple" from the options.
   • In the prompt that appears, enter the number of rows you want to add for payroll entries.
   • Fill in the required information for each employee, including their name, position (optional), bank number, bank name, and salary.
   • If you want to replace all previous entries with the new ones, you can check the "Override Previous" option.
   • Once you have entered all the payroll details, click on the "Form Actions" dropdown menu, select "Submit Form", and confirm the action.
2. Importing Payroll from a Sheet (e.g., XLSX, CSV):
   • Navigate to the Payroll page in Findexterous.
   • Click on the "Payroll Actions" dropdown menu.
   • Choose "Import Sheet" from the available options.
   • Select the sheet file (e.g., XLSX, CSV) that contains the payroll information you want to import.
     NOTE: The sheet must contain these columns named as follow; name, position, account number, bank name and salary. Column names are not case sensitive.
   • Preview the imported sheet information and make any necessary edits or adjustments.
   • If you want to replace all previous entries with the new ones, check the "Override Previous" option.
   • Once you have reviewed and edited the payroll details, click on the "Form Actions" dropdown menu, select "Submit Form", and confirm the action.

Payroll actions

Findexterous offers various payroll actions to help you efficiently manage your payroll. Here's an explanation of each action:

1. Edit Payroll Entry:
   • Navigate to the Payroll page in Findexterous.
   • Click the actions dropdown menu for the specific payroll entry you want to edit.
   • Select the "Edit" option from the dropdown.
   • Modify the details of the payroll entry as needed.
   • Preview the changes, and when you are certain, click the "Edit" button and confirm the action. This will update the payroll entry with the edited information.
2. Delete Payroll Entry:
   • Go to the Payroll page in Findexterous.
   • Click the actions dropdown menu for the payroll entry you wish to delete.
   • Select the "Delete" option from the dropdown.
   • If you are certain about deleting the payroll entry, click "Yes" to confirm the action. This will remove the payroll entry from your records.
3. Toggle Entry Active Status:
   • Visit the Payroll page on Findexterous.
   • Locate the actions dropdown menu for the payroll entry you want to modify.
   • Select either "Mark as Inactive" or "Mark as Active" based on the desired status change.
   • If you are sure about the change, click "Yes" to confirm. This action will toggle the active status of the payroll entry accordingly.
   NOTE: Payroll entry set to inactive will not be among the downloaded payroll entries.

Searching and filtering

Here are comprehensive guides on filtering and searching payroll entries on Findexterous:

1. Last Edited By:
   • To filter payroll entries by the member who last edited them, go to the Payroll page.
   • Locate the "Last Edited By" filter option and select the desired member from the dropdown menu.
   • This will display all the payroll entries that were last edited by the selected member.
2. Creator:
   • To filter payroll entries by the member who created them, navigate to the Payroll page.
   • Find the "Creator" filter option and choose the specific member from the dropdown menu.
   • This will show all the payroll entries that were created by the selected member.
3. Show Active:
   • On the Payroll page, you can filter entries based on their active status.
   • Locate the "Show Active" filter option and choose either "Active" or "Inactive."
   • Selecting "Active" will display only the active payroll entries, while choosing "Inactive" will show the inactive ones.
4. Search:
   • To search for specific payroll entries, use the search functionality available on the Payroll page.
   • Enter relevant keywords related to the payroll entry you're looking for, such as name, position, account number, bank name, or salary.
   • The search results will dynamically update as you type, displaying entries that match your search criteria.
5. Sorting:
   • On the Payroll page, you can sort the entries in ascending or descending order based on specific columns.
   • Look for the up and down arrow icons next to column titles such as name, position, account number, bank name, or salary.
   • Clicking the arrow once will sort the entries in ascending order, and clicking it again will switch to descending order.

Download payroll

Here is a comprehensive guide on how to download your payroll entries on Findexterous:

1. Go to Payroll Page:
   • Navigate to the Payroll page on Findexterous. This is typically accessible from the mega menu or the dashboard side menu.
2. Access Payroll Actions:
   • Once on the Payroll page, locate the payroll actions dropdown. This is usually positioned at the top of the page
3. Click Download:
   • In the payroll actions dropdown, select the "Download" option. This action will initiate the process of downloading your payroll entries.
4. Authorization (if applicable):
   • If your account has the necessary authorization to download payroll data, all the payroll entries will be compiled into a downloadable file format, such as .xlsx (Microsoft Excel).
5. Save the Downloaded File:
   • After clicking the "Download" option and the file is generated, a prompt will appear asking you to save the file to your desired location on your device.
   • Choose an appropriate location and provide a name for the file.
   • Click "Save" to save the downloaded payroll file.
6. Access and Manage the Downloaded Payroll:
   • Once the file is saved, you can locate it in the chosen destination folder on your device.
   • Open the downloaded file using compatible software, such as Microsoft Excel or other spreadsheet applications.
   • The file will contain your payroll entries, organized in a tabular format, with information such as names, positions, account numbers, bank names, salaries, and other associated payroll details.

Permissions

Here is an explanation of the access to various payroll activities on Findexterous based on user roles:

1. For Individual accounts:
   • Individuals have the ability to create, view, edit, delete, filter, search, and download their own payroll entries.
   • They can create new payroll entries for their accounts, such as entering their salary details, bank account information, and other relevant data.
   • They can view and access their own payroll entries to review the details and make any necessary changes.
   • They have the ability to edit or update their existing payroll entries if there are any changes in their salary or personal information.
   • Individuals can delete their own payroll entries if needed
   • They can utilize filtering and searching options to easily locate specific payroll entries based on criteria like name, position, account number, bank name, or salary.
   • Individuals can download their own payroll entries, if they have sufficient Findex coins for record-keeping purposes or further analysis.
2. For Organization accounts:
   • Administrators and Executives within organizations have comprehensive access to payroll activities, including creating, viewing, editing, deleting, filtering, searching, and downloading payroll entries.
   • Administrators and Executives can create payroll entries for employees within the organization, entering details such as salary, position, bank account information, and more.
   • They have the ability to view all payroll entries within the organization, not just their own. This allows them to monitor and manage the payroll data for all employees.
   • Administrators and Executives can edit payroll entries to make necessary changes or updates, such as adjusting salary information or modifying personal details.
   • They have the authority to delete payroll entries when required, such as in cases of employee termination or data inaccuracies.
   • Filtering and searching options enable Administrators and Executives to efficiently locate specific payroll entries based on various parameters.
   • Administrators and Executives can download the organization's payroll entries for record-keeping, auditing, or further analysis.
3. For Unsubscribed Organizations:
   • Unsubscribed organizations have limited access to payroll activities on Findexterous.
   • Administrators and Executives can view payroll entries within the organization, but they are unable to create new entries or make any changes.
   • Filtering and searching options allow them to effectively filter and search for specific payroll entries based on criteria like name, position, account number, bank name, or salary.
   • However, they are unable to create, edit, delete, or download payroll entries since these actions require a subscribed organization account.

Contact us

You can easily get in touch with Findexterous through our various social media platforms and support email. We are actively present on popular social media channels like Facebook, Twitter, Instagram, and LinkedIn. Feel free to reach out to us by sending a direct message or mentioning us in your posts.

We are dedicated and available to assist you with any questions, concerns, or inquiries you may have regarding the Findexterous platform. We highly value your feedback and are fully committed to delivering excellent customer service through our various communication channels, which are:

1. Facebook
2. Instagram
3. LinkedIn
4. Twitter
5. Support email