Document processing
Information, tips and tricks for document processing.
Process bank transactions
Sort documents
- How does the automatic document separation of invoices work?
- How can the automatic sorting of invoice pages be checked and edited?
Download invoices
General questions about invoice processing
- How much disk space does a scanned page take up?
- Which languages can Finmatics process?
- Is there a restriction on how many documents can be processed through the application?
- How long are invoices archived?
- How are Duplicates identified by Finmatics?
- How can I delete documents?
Read out documents
- What are line items and how do I use them for automation?
- Can Finmatics process more than one tax rate?
- Can Finmatics recognize handwritten text on invoices?
- How can I improve the read out of business partners?
- Can Finmatics process rotated, or even upside-down invoices?
- How can I improve Finmatics' predictions?
- How can I check whether enough verified invoices/training data are available?
- How can I improve the read out of the invoice number?
- How can I improve the read out of the invoice date?
- How can I improve the read out of amount fields?
- How can I improve the read out of the account?
- How do I automate the service date/ service period?
- How can cash invoices be processed in the training center?
- How can I improve the read out of the invoice type?
- How are tax codes processed in Finmatics?
Complete accounting information in documents
- How does automatic business partner recognition and creation work with Finmatics?
- What can I do with the action bar in the upper right corner of the invoice overview screen?
- Why should I use the keyboard shortcuts?
- How can I move invoices to a different process or client?
- How do I automate booking texts?
Supplier communication
Audit according to UStG criteria
- Can I process companies with non-genuine tax exemption?
- What checks can Finmatics perform on invoices?
Processing history
- How do I use the „Download“ Report?
- How does Finmatics log changes to the invoices? (Audit Trail/ History)