Getting Started: Fund Manager

Getting Started: Fund Manager

The FinverityOS Platform is designed to give you flexibility, control and transparency over your invoice approval, funding and reconciliation processes.

This Knowledge Base will make it easy for you to get started  funding invoices as soon as possible!

Access to the Platform

The first step is that your Platform Administrator will invite a Fund Manager and their Super Admin User to the Platform (key steps outlined here)

Setting up

Your admin user will be able to use this guide to:

  1. Manage roles, permissions and users on the Platform

    1. Create a standard set of roles and permissions which reflect the roles and processes within your business

    2. Invite your team members to the created roles on the Platform (including other Super Admins)

  2. Create a standard invoice approval workflow, including the supporting documents required

  3. Set up your standard Funding Days and disbursal settings

  4. Establish strategies to manage your limits and return thresholds on the Platform


Creating Facilities on the Platform (Admin Portal)

In order to start Funding invoices, you need to first create Payers and Sellers and establish the details of the relevant Facilities on the Admin Portal:

  1. Creating Payers

  2. Create Sellers

  3. Create relationships between Payers and Sellers so invoices can be uploaded and funded

  4. Set up limits and pricing

  5. Activating the Payer 


Managing invoices on the Platform (Fund Manager Portal)

  1. Confirming and risk approving invoices including, if necessary

    1. Uploading invoices

    2. Managing supporting documents

  2. Making payments


Reconciling repayments on the Platform (Admin Portal)

  1. Marking invoices as repaid


Any questions? Please click the Help & Support button on the portal or get in touch via support@finverity.com 



    • Related Articles

    • Fund Manager: Introduction to user roles and permissions

      Before you get started, your Platform Administrator will create Fund Manager Admin users. These Admin users will have wide permissions across every role (e.g. maker and checker) and will also be able to create Roles and Permissions and invite other ...

    • Creating and Inviting Fund Manager Users

      As a fund manager user with admin or Manage Users permissions, you can create new users and assign user roles to them. Prerequisites Before creating new users, you need to create user roles that you will assign to these users. Check the Managing Fund ...

    • Managing Fund Manager User Roles and Permissions

      As a fund manager user with admin or Manage Users permissions , you can define roles and permissions for your company. In order to learn how to create users and assign roles to them, check the Creating and Inviting Fund Manager Users page. Creating a ...

    • Managing Supporting Documents as a Fund Manager

      As a fund manager, you sometimes need to upload, edit or delete additional supporting documents to the invoice. Uploading Additional Supporting Documents to Submitted Invoices In order to add supporting documents to a previously uploaded invoice, do ...

    • Notifying About Uploaded Supporting Documents as a Fund Manager

      If you want to inform other parties about supporting documents you added to the invoice and, for example, whether the documents need to be reviewed or signed, you can notify them from the invoice card and add a message. In order to send a message as ...