First steps with Finmatics for DATEV

Welcome to Finmatics for DATEV. We are pleased to have won you as a new customer. This article explains the first steps in the cooperation between DATEV and Finmatics.

What is already done?

• The contract between us has been concluded
• The technical setup with the help of the DATEV logistics center and our helpdesk has already been done

What happens next?

In the first steps, these contents are discussed in a personal meeting with our Customer Success Team.

1. Initial creation of a client

1.1 In DATEV

• Selection of a client with outgoing and incoming invoices.
• Creation and administration of the client in DATEV Unternehmen Online.
• Export of personal and G/L accounts as well as transaction data from DATEV Rechnungswesen.

1.2 In Finmatics

• Entry into the Finmatics software (Finmatics Login) and activation of the already created user.
• Creation of the company data
• Assigning the accountant responsible for the mandate.
• Processing of tax-exempt clients
• Upload of personal and general ledger accounts and transaction data
• Creation and customization of document types
  • E-mail address
  • Entry text
  • Information about the booking text in Unternehmen Online

2. Transfer of invoices

• Possibilities of invoice transfer.
• How does the automatic page separation work?
• The "Transfer" menu item

3. Editing documents

• Determine where to edit
• The "Home" menu item
• How does the reading and account assignment of documents work?
• What is the role of clean master data of business partners
• Determination of the leading system.
• Information about quality assurance
• The menu item "Orders

4. Transfer of documents from Finmatics to DATEV accounting system

• Automatic export from Finmatics with accompanying notification
• Check invoices in Unternehmen Online
• Provide invoices for accounting
• Fetch invoices into accounting and book them
• Transfer of business partner master data from Finmatics to DATEV Accounting

In the next joint meetings, you can choose from additional modules according to prioritization and urgency in your office.