Before you start
- A Balnzed account with Fintra
- An owner or admin of your Balnzed organization
- Permission to add apps in Microsoft Teams
Set up Microsoft Teams
Everything starts in Fintra. Sign in, then follow these steps.
Set up once for your team
Owner or admin- 1
Turn on Microsoft Teams for your organization
In Fintra, open Connectors, choose Microsoft Teams and turn it on.
FintraConnectorsMicrosoft Teams - 2
Connect your team
Choose Connect and sign in with Microsoft. Fintra lists the permissions you’ll be asked to approve before you start.
- 3
Choose the channel Fintra posts in
Pick the channel where Fintra should post. You can add more later.
Don’t see a private channel? Add Fintra to it in Teams first, then check again.
- 4
Send a test message
Fintra sends a test message to the channel. Once it arrives, you’re set.
Start using it
Everyone in the channel- 5
Ask Fintra in the channel
Mention Fintra with a question. Anything that would change your books comes back as a draft for approval.
@Fintra show unpaid bills due this week
What you can do
- Answers for the whole team
- Sales, cash and what’s overdue, answered in the channel for everyone to see.“@Fintra what’s our cash position?”
- Approve without switching apps
- Approve or reject drafts in the channel, if approvals from chat are turned on.
- Notifications where you’ll see them
- Send Fintra’s notifications to the channels your team checks every day.
Good to know
- Fintra only posts in the channels you choose.
- Owners and admins can turn off answers or approvals from chat at any time.
- Disconnecting stops new messages. Past delivery history is kept.
Manage or disconnect it any time in FintraConnectorsMicrosoft Teams
Stuck on a step?
Our team will walk you through it.