Getting Started with Financio CONNECT Mobile App - Setting user access

FAQ

1. How do I get my login details for Financio CONNECT?

As long as you are under our Trial / Essentials / Premier subscription, you can log into Financio CONNECT mobile app with the same Financio login email ID and password.

2. I’m unable to login, the error comes out “No roles found. Please refer to the FAQ for more information” what should I do?

Before you log in, kindly set up your Financio CONNECT Mobile Role in Financio Web. Kindly go to Control Panel > Users > View >  setup your Financio CONNECT Mobile Role > Click on Save.

3. I’m on a trial plan, can I login into Financio CONNECT?

Yes, you are able to try our Financio CONNECT mobile app during free trial plan.

4. What operating systems does Financio Connect Mobile application support?  

Currently Financio CONNECT is in the Google Play Store, Apple App Store, and HUAWEI AppGallery. 

5. What operating system version does the application support? 

Please refer to the respective App Store for the updated information. 

6. How can I provide suggestions and feedback about the Financio CONNECT app? 

You can put your suggestion and feedback on Google Playstore > Write a 

review. We also welcome you to rate Financio CONNECT app by clicking on ‘Rate this app’.   

7. Why I can’t create a new account (item) while at the sales/purchase screen?

Financio CONNECT mobile app is specially designed for users to record any sales and purchases transactions in their Financio account on the go. All settings (includes creating a new product) need to be done via Financio web application to avoid any product duplication. 

8. When I log in, I only can view the Sales module, how to change the setting?

To change the setting, kindly go to Control Panel > Users > View >  setup your Financio CONNECT Mobile Role > Click on Save. However, this setting can only be done if you have access to the Control panel.