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General questions and FAQ
FAQ
General questions
First Steps with Finmatics
Interface
Invoice detail screen
First Steps BMD, RZL and DATEV
First Steps in other ERP Systems
User management
Document input
General questions about the receiving/upload of documents
Scan
E-Mail Document Input
Suppliers/clients
Document processing
General questions about invoice processing
Cut/sort documents
Read out documents
Complete accounting information in documents
Process bank transactions
Audit according to UStG criteria
Shared Service Center
Supplier communication
Processing history
Download invoices
E-Invoices
Add-on products/individual customisation
Document approval
Customized Automations
Information regarding your ERP/accounting system
BMD and Finmatics
BMD environment
RZL and Finmatics
DATEV and Finmatics
DATEV environment
Finmatics mobile App
Security and IT
Security
Data protection
IT
Back to home
Support Center
Document input
Scan
General questions and FAQ
FAQ
General questions
First Steps with Finmatics
Interface
Invoice detail screen
First Steps BMD, RZL and DATEV
First Steps in other ERP Systems
User management
Document input
General questions about the receiving/upload of documents
Scan
E-Mail Document Input
Suppliers/clients
Document processing
General questions about invoice processing
Cut/sort documents
Read out documents
Complete accounting information in documents
Process bank transactions
Audit according to UStG criteria
Shared Service Center
Supplier communication
Processing history
Download invoices
E-Invoices
Add-on products/individual customisation
Document approval
Customized Automations
Information regarding your ERP/accounting system
BMD and Finmatics
BMD environment
RZL and Finmatics
DATEV and Finmatics
DATEV environment
Finmatics mobile App
Security and IT
Security
Data protection
IT
Document input
Information about incoming invoices according to Finmatics.
General questions about the receiving/upload of documents
How can I transfer documents to Finmatics?
What is the automatic process classification?
How do I use Finmatics with GetMyInvoices?
How do I upload invoices via webupload?
What file formats can be uploaded?
See more
Scan
How do I connect my scanner to Finmatics?
The scan client does not connect to my scan hardware. What can I do?
How do I scan with Finmatics?
E-Mail Document Input
How can documents be sent to Finmatics via email?
What should I keep in mind when I set up e-mail forwarding of invoices?
Suppliers/clients
How does the supplier portal / client portal work?