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FAQ

Frequently asked questions

First Questions and Steps

First questions about Finmatics in general, introduction to the user interface and explanations about the set-up for the respective ERP system.

User management

Questions about user management in Finmatics

Document input

Information and articles about the document input - how can documents be transferred to Finmatics and what should be considered?

Document processing

Information, tips and tricks for document processing.

Add-on products/individual customisation

Information on document approval options and customized settings/automisations for your company.

Information regarding your ERP/accounting system

Answers to the interaction of Finmatics and BMD, RZL, or DATEV are marked with '& Finmatics'. Workspace includes ERP tips.

Security and IT

Questions and answers for IT professionals and Finmatics administrators

Other Questions