Fina frequently asked questions

If Fina is not doing what you expect, check the quick items below.

I do not see Fina, why?

The Fina tab only appears to users with the owner or administrator role for the location.

If you manage several locations, also make sure you are in the correct restaurant: Fina is activated per location, not once for the whole group.

If you see the Fina tab in that location with the Activate button, you only need to finish the activation.

Fina is not collecting documents, what do I need to check?

Go to Fina > Settings > Email and confirm these 3 things:

• You have at least one connected email account in active status.
• The Collect invoices from emails option is enabled.
• Your location address is configured correctly.

The address matters because Fina uses it to identify which documents belong to each restaurant and upload them to the correct location.

Also keep in mind that today you can only connect Gmail and Outlook directly. If you use Other option, that form only serves to request a future integration; it does not connect the email at that moment.

My email appears inactive, what does that mean?

If a connected account appears as inactive, automatic invoice collection stops for that account.

To resume it, go to Fina > Settings > Email, disconnect that account, and reconnect it.

I do not have proposals, why not?

If you mean bank reconciliation proposals, check this:

• You must have Fina active in that location.
• You must have a bank account connected to that location.
• In Fina > Settings > Banks, the Analyze and suggest bank reconciliations option must be enabled.

Proposals only appear when there are pending bank movements and Fina detects something to review. If there are no available movements or it has not found any pending review, you will not see proposals.

Why can I not activate Fina in another location?

Because Fina activation is saved per location.

If you manage several restaurants, you have to enter each one and activate it separately. In addition, only users with the owner or administrator role in that location can do it.

The email account can be used for several locations in the same group, but each location must have Fina active and its address properly configured so Fina can distribute documents correctly.

Updated on: 23/04/2026