First Steps with Finmatics
Here you will find all information about the Finmatics interface as well as instructions for setting up the respective ERP system.
General information
First steps for DATEV
First steps for BMD
First steps for RZL
First steps for Rest-API
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"?
- 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?
- How do I use the Workflow screen?
- How can I import master data?
- How can I import and automate cost centers and cost units?