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.