New functionality
- We have implemented a generic endpoint for all integrators, so no need to use the white-labeled domain URL. Now, they can access all endpoints on api.findity.com or stage-api.findity.com, but all old and current URLs will continue to be supported.
- To increase our security, we removed the authentication token from the URL.
- We are now ready with the upgrade of the Partner views. This upgrade is designed to enhance the experience for Partner Administrators.
New features you can expect in each view:
Organisation
Manage columns: Tailor your display and choose what you want to see.
Easy searching: Finding the right organisation has never been easier.
Advanced filtering: Sort your list with ease.
Enhanced pagination: Navigate through the list of organisations quickly and efficiently.
Templates
Customizable columns: Display what matters to you.
Intuitive filtering: Sorting your list is now a smooth process.
TemplateID: Keep track of templates effortlessly.
Administrators and consultants
Add new administrators: Expand your team with new administrators to the Partner.
Consultant management: Assign new consultants to one or several organisations.
Delete with ease: Remove a consultant or Partner Admin without hassle.
Administer partners
Efficient management: Customisable columns and easy searching for partners.
Quick navigation: Fast loading and pagination for managing numerous partners.
Improvements
- Automile - A problem with connecting the organisation to Automile is now fixed.
Latest updates to the Knowledge base
2023-11-09: How can I see which approver has the report for approval?
2023-10-18: How do we add a deductible part of VAT, for example, rental car?
2023-10-18: I submitted a report with a manually created expense, but now I have received bank transactions on my user for the same expense/receipt. What should I do?