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First Questions and Steps
FAQ
First Questions and Steps
General Questions
Interface
App
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
Upload
Suppliers/clients
Finmatics Mobile App
Document processing
General questions about invoice processing
Cut/staple documents
Read out documents
Complete accounting information in documents
Audit according to UStG criteria
Supplier communication
Audit Trail
E-Invoices
Download invoices
Add-on products/individual customisation
Document approval
Customized Automations
Information regarding your ERP/accounting system
BMD & Finmatics
BMD environment
RZL & Finmatics
DATEV & Finmatics
DATEV environment
Security and IT
Security
Data protection
IT
Other Questions
Contact Support
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Support Center
First Questions and Steps
FAQ
First Questions and Steps
General Questions
Interface
App
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
Upload
Suppliers/clients
Finmatics Mobile App
Document processing
General questions about invoice processing
Cut/staple documents
Read out documents
Complete accounting information in documents
Audit according to UStG criteria
Supplier communication
Audit Trail
E-Invoices
Download invoices
Add-on products/individual customisation
Document approval
Customized Automations
Information regarding your ERP/accounting system
BMD & Finmatics
BMD environment
RZL & Finmatics
DATEV & Finmatics
DATEV environment
Security and IT
Security
Data protection
IT
Other Questions
Contact Support
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.
General Questions
How long does the average implementation of Finmatics take?
How can I import master data?
With which ERP/accounting software can Finmatics be integrated?
In how many languages is the application available (user interface)?
Which Browser should I use for Finmatics?
Which invoice transfer method is best for me?
Can Finmatics be used for small and medium-sized companies with only a few hundred invoices per week?
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Interface
What do the different transfer statuses mean?
How do I use the User Menu?
How do I use the trash function in Finmatics?
How do I manage my company's information in Finmatics?
How do I use the menu on the left side of the Finmatics web portal?
How do I use the To Do screen?
How do I use the invoices overview screen?
How can I filter or adapt the screens?
Which settings can I configure in the clients-screen under "General"?
Which settings can I configure in the clients-screen under "Processes"?
How do I manage business partners in Finmatics?
How do I use the clients-screen?
Which settings can I configure in the clients-screen under "Labels"?
How do I use the Analytics Center?
What does the Setup Status stand for?
Which settings can I configure in the clients-screen under "Account Numbers"?
How do I use the transfers-screen?
Login Difficulties & Password Reset
How do I use the Workflow screen?
See more
App
How do I use the Finmatics mobile app?
First Steps BMD, RZL and DATEV
First steps in Finmatics for BMD
First steps with Finmatics for DATEV
First steps with Finmatics for RZL
First Steps in other ERP Systems
First steps with Rest-API
Can I integrate Finmatics with SAP?
