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First Steps with Finmatics
General questions & FAQ
FAQ
General questions
First Steps with Finmatics
Interface
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/sort documents
Read out documents
Complete accounting information in documents
Process bank transactions
Audit according to UStG criteria
Supplier communication
Processing history
Download invoices
E-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
Finmatics mobile App
Security and IT
Security
Data protection
IT
Back to home
Support Center
First Steps with Finmatics
General questions & FAQ
FAQ
General questions
First Steps with Finmatics
Interface
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/sort documents
Read out documents
Complete accounting information in documents
Process bank transactions
Audit according to UStG criteria
Supplier communication
Processing history
Download invoices
E-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
Finmatics mobile App
Security and IT
Security
Data protection
IT
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.
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?
How do I use the Workflow screen?
How can I import master data?
See more
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?