| Task | Path in Fincelo |
|---|---|
| Create a customer | Customers → + New Customer |
| Send KYC link | Customers → [customer] → Onboarding → Send KYC Link |
| View KYC status | Customers → [customer] → KYC tab |
| Upload a contract | Contracts → + Upload Contract |
| Review contract reconciliation | Contracts → [contract] → Review tab |
| View contract obligations | Contracts → [contract] → Obligations tab |
| View contract amendments | Contracts → [contract] → Amendments tab |
| View contract risk score | Contracts → Analytics → Risk Scores |
| Configure advance billing | Billing → Subscriptions → [sub] → Advanced Settings |
| View held invoices (PO) | Billing → Invoices → filter: held_pending_po |
| Add a PO for a customer | Customers → [customer] → Purchase Orders → Add PO |
| Run period close | Revenue → Period Close → Run Close |
| Configure dunning sequence | Settings → Collections → Dunning → + New Sequence |
| Set GST treatment for customer | Customers → [customer] → Tax Settings |
| View TDS certificates | Compliance → TDS → Certificates |
| Run 26AS reconciliation | Compliance → TDS → 26AS Reconciliation |
| View TDS by section | Compliance → TDS → Section Breakdown |
| View subscription renewal report | Reports → Subscriptions → Renewal Report |
| View FX gain/loss report | Reports → Finance → FX Gain/Loss |
| Create a quote | Quotes → + New Quote |
| Convert quote to contract | Quotes → [accepted quote] → Convert to Contract |
| Set up SSO | Settings → Security → SSO |
| Configure approval thresholds | Settings → Approvals → Thresholds |
| Export subscriptions | Reports → Subscriptions → Export |
| View ARR waterfall | Dashboard → Revenue Metrics → ARR Waterfall |
| View payment scores | Collections → Payment Scores |
| Create change request | Billing → Change Requests → + New Change Request |
| View agent activity log | Settings → Agents → Activity Log |
| Configure agent governance | Settings → Agents → Governance |
| View agent approval queue | Agents → Approval Queue |
| View CFO daily briefing | Dashboard → CFO Briefing |
| View customer health scores | Customers → Health Scores |
| View renewal pipeline | Renewals → Pipeline |
| View revenue quality score | Dashboard → Revenue Quality |
| View multi-entity invoices | Billing → Invoices → filter by entity |
| Manage entities | Settings → Entities |
Reference
Quick Navigation Reference
Every path in the Fincelo app — find anything in 5 seconds.