Skip to content

Finora Support Wiki

Internal knowledge base for the Finora support team. Every article follows the standard 8-part template. Do not share externally.


How to use this wiki

  • Search by keyword (GitHub / wiki subdomain search)
  • Each article links to its video once Phase 1B is complete
  • If an article is outdated, flag it — do not silently act on stale info
  • [UPDATE PENDING] means a video exists but the feature has since changed

Part A — Feature Articles (mirrors the sidebar menu)

Articles are organised exactly as the sidebar appears in the app. Every screen a customer can reach has an article.

Dashboard

Article Route Status
Dashboard Overview /dashboard Stub

Customers & Suppliers

Article Route Status
Customers /customers Stub
Suppliers /suppliers Stub

Transactions

Article Route Status
Invoices /invoices Complete
Quotations /quotations Stub
Receipts /receipts Stub
Expenses /expenses Stub
Bills /bills Stub
Inventory /inventory Stub
Fixed Assets /fixed-assets Stub
Petty Cash /petty-cash Stub
Loans /loans Stub
Capital /capital Stub
Shareholding & Dividends /dividends Stub
Drafts /drafts Stub

Business Intelligence

Article Route Status
Business Intelligence /business-intelligence Stub

OCR Scanner

Article Route Status
OCR Scanner /ocr Stub

Chart of Accounts

Article Route Status
Chart of Accounts /accounts Stub

Financial Reports

Article Route Status
Reports /reports Stub
Certification Requests /certification/requests Stub

Tax Management

Article Route Status
Tax Compliance /tax/compliance Stub
Filing Services /tax/filing-services Stub
My Filing Requests /tax/filing-requests Stub
Tax Reports /tax/reports Stub
Tax Payments /tax/payments Stub
Tax Optimization /tax/optimization Stub
VAT Returns /tax/vat-returns Stub
WHT Certificates /tax/wht-certificates Stub
WHT Returns /tax/wht-returns Stub
PAYE Returns /tax/paye-returns Stub
Annual Returns /tax/annual-returns Stub
CIT Computations /tax/cit-computations Stub
CGT Computations /tax/cgt-computations Stub
Tax Calendar /tax/calendar Stub
Export Audit Log /tax/export-audit-log Stub
Audit Trail /tax/audit-trail Stub

Bank Accounts

Article Route Status
Bank Accounts /bank-accounts Stub

API Credits

Article Route Status
API Credits /api-credits Stub

Settings

Article Route Status
Profile /settings/profile Stub
Business Settings /settings Stub
Subscription /settings/subscription Stub
Team Members /settings/team Stub
Payment Gateways /settings/payment-gateways Stub
API & Integrations /settings/api-integrations Stub
Referrals /settings/referrals Stub
Reminders /settings/reminders Stub
Data & Privacy /settings/data-access Stub
Audit Log /audit Stub

Part B — Cross-Cutting Knowledge

These articles cut across multiple features. Written once, linked from feature articles.

Regulatory Context

Nigerian tax and compliance framework — how Finora applies it.

Article Status
PAYE — How Finora calculates it Stub
Pension — PenCom & PenPay Stub
LIRS vs FIRS Stub
NHF & ITF obligations Stub
VAT handling Stub
Direct Assessment basics Stub

Edge Cases & Known Issues

Scenarios that deviate from the happy path.

Article Status
Mid-month hire/exit Stub
Failed Mono bank sync Stub
Voided posted invoices Stub
Duplicate transaction handling Stub
Multi-currency edge cases Stub
Subscription lapse & data access Stub

Integrations & Tech

Third-party services and technical configurations.

Article Status
Mono open banking Stub
PenPay bulk upload Stub
PenCom provider codes Stub
Email & notification setup Stub
Data export formats Stub
Multi-tenant access model Stub

FAQ & Customer Language

How customers describe problems, and approved answers.

Article Status
Top questions by feature Stub
How customers phrase problems Stub
Common misconceptions Stub
Approved answer templates Stub
What NOT to promise Stub

Article template

Every feature article must include all 8 sections:

  1. What is it? — 2–3 plain-language sentences. No jargon. Written for a non-accountant.
  2. How does it work in Finora? — Step-by-step workflow. Include field names exactly as they appear in the UI.
  3. Business rules & constraints — What Finora enforces, allows, and prevents, and why.
  4. Nigerian regulatory context — The legal/tax framework this feature connects to.
  5. Common customer questions — 3–5 FAQs with verbatim approved answers.
  6. Known edge cases — Specific deviations from the happy path, with resolution steps.
  7. Escalation trigger — Exactly when to escalate, and to whom (Tier 1 / 2 / 3).
  8. Last reviewed — Date + author. Must be updated whenever the feature changes.

Progress

1 / 44 feature articles complete (as of 2026-03-31)

Section Complete Stub Total
Dashboard 0 1 1
Customers & Suppliers 0 2 2
Transactions 1 11 12
Business Intelligence 0 1 1
OCR Scanner 0 1 1
Chart of Accounts 0 1 1
Financial Reports 0 2 2
Tax Management 0 16 16
Bank Accounts 0 1 1
API Credits 0 1 1
Settings 0 10 10
Total 1 47 48

Maintenance rules

  • Wiki updated within 24 hours of any release that affects a documented feature
  • If a video is now outdated, mark it [UPDATE PENDING] until re-recorded
  • Monthly review of top 10 tickets → update FAQs and flag wiki gaps
  • Every Tier 3 escalation logged with resolution note (builds the internal bug database)

Last updated: 2026-03-31