FAQ

Here you will find the relevant Help Centre articles on the most frequently asked questions.

How do I use the interface?

• How do I use the menu on the left side of the Finmatics web portal?

• User Menu

• How does the Finmatics invoice detail screen work?

How do I create and manage users?

• How do I create users?

• How are users managed?

How do I set up my Scanner with Finmatics? 

• Setting up a Scanner

• How do I connect my scanner to Finmatics?

How can I transfer documents/invoices to Finmatics?

• How can I transfer documents to Finmatics?

• How do I upload invoices via webupload?

• How can documents be sent to Finmatics via email?

How do I use the Finmatics mobile app?

• How do I scan and process invoices with the Finmatics Mobile App?

• How do I use the Finmatics mobile app?

Which individual automation/approval workflows can I realise with Finmatics?

• What can I do in the training - screen?

• How do I automate booking texts?

• How can I configure an invoice approval Workflow?