Starting with Finverity
First steps with Finverity: Navigating the Platform and Process Overview
Landing Page
Inviting users
Add Users and Manage Permissions
FOS Training Guide
Initial set up
Create and Edit: Products, Companies, Floating and Exchange Rates, Programmes
Managing a Deal
Create and Edit your Deals: Assign Product, Counterparties, Pricing
Instrument Submission and Approval
Upload, Review and Approve Instruments
Payments and Reconciliation
Disburse, Repay and Reconcile Payments
User and Account management
Add, invite and assign permissions to Users
Troubleshooting
Integrations
Technical
For Developers
Instrument Submission and Approval
Uploading Instruments and Supporting Documents
Instrument Statuses
Instrument Workflows Overview
Instrument Workflow: Approvals
Uploading Instruments and Supporting Documents
Credit Note Allocation
Key Validation Checks
Bulk Uploading Supporting Documents
Uploading Instruments
Instrument Upload: File Based Upload
Instrument Upload: Manual Entry
Uploading supporting documents
Credit Note Allocation
Credit Note Allocation Rules
Uploading and Allocating Credit Notes
Allocated Credit Notes
Introduction to Credit Notes
New Feature: Introducing Credit Notes