Welcome to Finmatics for RZL. We are pleased to have won you as a new customer. This article explains the first steps in the collaboration between RZL and Finmatics.
What is already done?
- The contract between you and RZL has been signed
- The technical setup has already been done
What happens next?
In the first steps, the following contents are discussed in a personal meeting with our Customer Success Team:
- Selection of a client with outgoing and incoming invoices.
- Activation of the client data in RZL and transfer of the data to Finmatics.
- Entry into the Finmatics software (Finmatics login) and activation of the already created users.
- Initial settings in the master data
- Assigning the accountant responsible for the mandate
- Customize the document types
5. Transfer of Invoices
- Possibilities of invoice transfer.
- How does the automatic page separation work?
- The menu item "Transfer
6. Editing Invoices
- How does the Finmatics AI learn to read the invoices?
- What is the role of clean master data of business partners?
- Information about quality assurance
- The menu item "Orders
In the next joint sessions, you can choose from more modules according to prioritization and urgency in your office.