How are users managed?

As an admin, you can manage user roles in Finmatics. Click on your user icon and then on User Management. A list will be displayed.

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After clicking on Users, the rights can be managed.
This article describes the different rights.

Checkboxes

1. Receive status notifications via e-mail

Users can also administer this authorization themselves via the user icon, even without administration authorization. If the user is entered as an accountant in the client master data, he or she will receive a notification via e-mail as soon as documents are ready for further processing.

2. Open document images in new window by default.

This setting is selected if the user uses two screens for invoice processing.
The user can also administer this permission himself via his user icon even if he is not an administrator. By default, the user has two windows open. One that displays the document fields and one that displays the document screen.

Groups

The group permissions can be divided into the following organizational units.

  1. For users in the office / accounting department
  2. For users in the client organization
  3. Users for VAT Returns

1. Groups for users in the office / accounting department

Restructure

Is for users in accounting firms or accounting departments who only scan.

For more information, see: How do I connect my scanner to the document center?
Can it be combined with other groups? No.

Processor

For users in accounting firms or accounting departments who can process the receipts immediately after they are completed by the software. These users can only verify the standard fields from the invoices, such as invoice number, invoice date and amounts.

Can it be combined with other groups? Yes. Accountant and office administrator

Accountant

For users in accounting firms or accounting departments who can process the documents once all the standard fields have been verified by the machine or the processor. These users can edit the accounting fields, such as account, posting text or tax key.

Can be combined with other groups? Yes. Processor and Registry Administrator

Accounting office administrator

For users in accounting firms or accounting departments who can administer other users.
Can be combined with other groups? Yes. Processor and accountant

2. groups for users in the client organization

Client document transfer

The user can transfer documents via scan and upload.
How does the supplier portal / client portal work?
Can it be combined with other groups? No.

Client Workflow

Workflow Users are part of a single or multi-step approval process and can approve documents via the web interface or optionally via a mobile device.
How can I configure an invoice approval process/workflow?
Can it be combined with other groups? No.

Client Administrator

The user has all the rights of the Document Transfer client and can also view documents and administer users for his company.
Can it be combined with other groups? No.

3. Users for VAT Returns

With VAT Returns, applications for the refund of input tax in another EU member state can be carried out securely and easily.

VAT Returns Manager

The user can upload and edit receipts, create and edit clients, and create claims
Can be combined with other groups? Yes. Accountant

VAT Returns Administrator

The user has all the rights of the VAT Returns Manager and can additionally create and administer users.
Can be combined with other groups? Yes. Accountant

Accounting firm / client assignment

The granted group permissions can be assigned for the users either to all clients of a accounting firm or to specific clients.

Assignment of all clients of an accounting firm

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Assignment of individual clients of an accounting firm

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