Finally

You can add a user specific address to ship a physical card directly to them instead of your office.

Add a User Address for Card Shipping

Follow these steps to connect QuickBooks Online to the Finally Platform

Connect Your QuickBooks Online Account to Finally

When setting up your company on the platform, you can assign different roles to users depending on their responsibilities

Corporate Card Roles

You can use locations to track spending by job site or office and to manage shipping addresses for physical cards.

Create or Manage Locations

Use the Company Policy tool to automate reminders, enforce receipt collection, and even lock or unlock cards based on rules you set.

Creating Company Policies

You can view your company's billing details and find the automated repayment account linked to your platform.

Viewing Your Billing Information

Update your phone number in the account settings.

Updating Your Phone Number

Update your multi-factor authentication (MFA) in your account settings.

Updating Multi-Factor Authentication (MFA)

You can create accounting rules in the Finally platform to automatically categorize transactions.

Setting Accounting Rules and Auto-Categorizing Transactions

Creating users so your team can start using the platform.

Inviting a New User to the Platform

You can view your virtual card number, CVV, expiration date, and balance directly from your account.

How to View Virtual Card Details

You can lock a card instantly if you suspect fraud or notice improper spending.

How to Lock and Unlock Cards

If you're close to your credit limit, you can make an early payment to free up space on your card before your next scheduled payment.

How to Make a Manual Payment

Learn how to issue a new card to a user, including choosing between a virtual or physical card, setting limits, and adding controls.

How to Issue a Card (Physical or Virtual)

You can view and export your company statements at any time.

How to Find Statements

You can update a user’s name, role, shipping address, and location directly from your company dashboard.

How to Edit a User

You can update card details such as spend controls, spending limits, and other settings at any time.

How to Edit an Existing Card

Disabling a user removes their access to the platform and automatically locks all cards assigned to them.

How to Disable a User

It's easy to change your password on the Finally platform.

How to Change Your Password

You can code transactions in finally and sync them to your accounting software if integrated with QuickBooks Online or Sage Intacct.

How to Code and Sync Transactions to QuickBooks Online or Sage Intacct

How to create teams to track spending by departments

Creating Teams

You can set up email notifications to monitor company spending, especially for high-dollar transactions.

Email Notifications for Selected Transactions

You can capture and upload receipts in three different ways: by SMS, using the mobile app, or through the desktop dashboard.

How to Capture Receipts

Adding and editing memos for your transactions is seemless via SMS, mobile app or web platform.

Adding Memos to Transactions

You can contact our support team by email or phone whenever you need help with your card or account.

Contacting Customer Support

You can reassign both physical and virtual cards to a new user directly from the Cards tab.

Reassigning a Card to a Different User

Learn how to activate your physical or virtual Finally card so you can start spending right away.

How to Activate Your Finally Card

You can review the terms and conditions of our card program at any time. This agreement outlines the rules, responsibilities, and key details related to using your Finally card.

Review Our Card Program Terms and Conditions

If your credit limit changed, it’s most likely because your business is enrolled in Finally’s cash underwriting program. This program provides dynamic credit limits based on the funds in your…

Why did my credit limit change?

You can update your primary repayment account or remove additional linked accounts directly in the Finally platform.

Change or Update Repayment Account

Learn how your credit limit is determined and what steps you can take to increase it based on your company's underwriting type.

How to Request a Credit Limit Increase

If a user didn’t receive their invite email or their invite has expired, you can quickly resend the invitation to help them get started.

Resend a User Invite

If your accounting software isn’t supported by Finally’s integrations, you can still code your transactions manually using CSV templates.

Uploading Accounting Categories Manually

You can use your Finally card internationally with no additional fees. It’s part of the Visa network, so it works anywhere Visa is accepted.

Learn About International Use and Fees

This article explains how accounting rules are prioritized when a transaction meets more than one rule. Use this guide to understand which rule will be applied in cases where multiple…

Understanding Accounting Rule Priority

You can download all your company’s receipts in bulk directly from the Accounting tab. This makes it easy to organize and store your financial records.

How to Download Company Receipts in Bulk

This guide shows you how to set up and use Multi-Factor Authentication (MFA) with your Finally account. MFA adds an extra layer of security and is required for all users.

Multi-factor Authentication (MFA) Guide

Automatically forward receipts to Finally

Todd Beyer

Mitchell Fratrik

Expense Management

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