Before starting to implement our API it's good to understand the different entities within Findity.

What is a Client Application?

A client application is a way to group Partner entities. So in some cases it might make more sense for you to have one Client Application per country (YourCompany Sweden, YourCompany Norway and so on), and if so we support this as well.

What is a Partner?

A partner is simply a way to group Organizations. There are several scenarios related to this, but here are some of them:

• A large company with several sister companies, e.g. Company Inc doing business in Sweden, Norway, Germany and France. In this scenario there would likely be a Partner entity for Company Inc and then one Organization entity per country (Company Inc Sweden, Company Inc Norway and so on).
• A company with presence in one country, but with multiple regional offices. Company Inc would then be the partner, and each regional office would have one Organization.
• If a company have both multiple countries and multiple regional offices in each country the Partner would likely be Company Inc, and each Organization would be per country and region. So the Organizations would be:
  • Company Inc Sweden Stockholm
  • Company Inc Sweden Gothenburg
  • Company Inc Sweden Malmö

The exact setup however depends on your specific needs, and this is something that is discussed and defined during the implementation phase of a project with us.

What is an Organization?

An Organization is to be seen as a company, and can contain a variety of users:

• Users
  • End users (users who can create expenses within the system)
  • Approvers (a normal user with the right to approve and reject expenses)
  • Organization Administrators (a normal user with administrative access to an Organization, allowing them to do everything an Approver does as well as allows the Administrator to send expense reports to external systems)
  • Partner Administrator (a normal user with administrative access to a Partner entity)
• Accounting consultants
  • A user with the explicit right to administer an Organization and see reports, but this user type can't create expenses themselves

It's also possible to add other entities to an Organization such as:

• Organizational structures (including approval structures)
• Dimensions (most common this is used for Cost Center and Projects, see Dimensions below for more information)
• Custom fields (can be added on Dimension level)

What is a dimension?

A dimension is a way to add a meta tag to an entity within Findity. Most commonly this is used for invoicing cost centers or projects, but it can be used for meta tagging both expenses, expense reports and users.

Users can as an example be tagged with a tag, and the expenses for this tag is then in approved by somebody else than their regular manager.

We support an unlimited amount of dimensions, so there is no limit to have many you can use.