First Steps with Finmatics
Here you will find important information about the Finmatics user interface and instructions for getting started with integration with your ERP system.
General information
First steps for DATEV
First steps for BMD
First steps for RZL
First steps for Rest-API
Interface
- How do I use the menu on the left side of the Finmatics web portal?
- How do I use the User Menu?
- How do I manage my company's information in Finmatics?
- How do I use the To Do screen?
- How do I use the invoices overview screen?
- What do the different transfer statuses mean?
- How do I use the transfers-screen?
- How do I use the trash function in Finmatics?
- How do I use the Workflow screen?
- How do I use the clients-screen?
- Which settings can I configure in the clients-screen under "General"?
- Which settings can I configure in the clients-screen under "Processes"?
- Which settings can I configure in the clients-screen under "Labels"?
- Which settings can I configure in the clients-screen under "Account Numbers"?
- How do I manage business partners in Finmatics?
- What does the Setup Status stand for?
- How can I filter or adapt the screens?
- How can I import master data?
- How can I import and automate cost centers and cost units?
- What needs to be considered regarding the Fiscal Year?
- How do I search for invoices?