Other modules in Finmatics for RZL

Finmatics offers you a number of other possibilities to improve the automation and control of your accounting. In this article, these modules are listed and you can set them according to your priorities in the office for the next appointments with us.

Tips and tricks for document processing in the Finmatics processing mask.

  • Duration: 30 - 45 minutes
  • Content: Learn how to best use the Finmatics processing mask for your purposes.
  • Suggested: after the first appointment

New user creation and administration

  • Duration: 15 - 30 minutes
  • Content: How to invite and administrate new law firm and client users
  • Suggested: after the first appointment

Links:

How do I create users?

How to manage users?

Processing of accounting on a cash basis

  • Duration: 15 - 30 minutes
  • Content: Process also income - expense accounting with Finmatics for RZL.
  • Suggested: after the first appointment

Processing of bank statements in PDF or paper format

  • Duration: 15 - 30 minutes
  • Content: Process banks that you receive from your customers in PDF or paper format. The result is processed bank lines in a file that you can import into your system.
  • Suggested: after the first appointment

Link:

How do I process a bank statement in PDF or paper format in Finmatics?

Use of cost centers and cost objects

  • Duration: 15 - 30 minutes
  • Content: Learn about setting up cost centers and how to automate cost center assignments using Finmatics.
  • Suggested: after the first session

Link:

How to process cost centers and cost objects in Finmatics.

Setting up an efficient scanning process in the office

  • Duration: 45 - 60 minutes
  • Content: Best practices from over 200 tax accounting firms on how to set up an efficient scanning process.
  • Suggested: after the first appointment

Firm and client specific settings

  • Duration: 15 - 30 minutes
  • Content: how to make law firm and client specific adjustments that are not covered by the general knowledge of Finmatics.
  • Suggested: after 2 months

Link:

Is it necessary to set up rules in Finmatics?

Cooperation with customers

  • Duration: 15 - 30 minutes
  • Content: Best practices in working with your customers. Learn about using our Mobile App and accesses to the WebClient for your customers. Also includes first impressions on the approval workflow.
  • Suggested: after 2-3 months

Links:

How do I use the Finmatics mobile / mobile app?

How are users managed?

Use of document approval workflows with your customers

  • Duration: 30 - 45 minutes
  • Content: How to set up from simple to complex approval workflows for your customers?
  • Suggested: after 2-3 months

Analyses of the performance in document processing

  • Duration: 30 - 45 minutes
  • Content: Find out how well automation is working for your clients and what measures can be taken to further increase the level of automation.
  • Suggested: after 3 months