Note: If you're viewing on the support chat widget, we recommend you click the expand icon on the top right corner, for better viewing experience.
With Financio Connect, you can connect to other people / businesses that are already on Financio effortlessly, sending transactions over and communicating with another party is also a breeze
- Click on Contacts on the left menu
- Click on + button on the bottom right
- Select New Contact button above it
- Click on either Business or Person tab on top, depending on the contact type you are looking for
- Start searching for the business / people by providing keywords under Financio Connect label
Note: For business, search by business name or registration number. For people, search by their name or full email address.
- Locate for the business / people by their name, logo / profile picture and registration number
- Provide other details
- Toggle Customer and / or Supplier
- Default Currency
- Default Payment Term
- Default Payment Method
- Note: An internal note on the contact.
- Click on Save
- A contact request will be sent to another party; you will be notified when they have accepted the request
Note on Adding Contact
If the people / business you are trying to connect with rejected your request, the contact will be automatically switched to become a manual contact record.