First steps with Finmatics for RZL

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:

1. Selection of a client with outgoing and incoming invoices.
2. Activation of the client data in RZL and transfer of the data to Finmatics.
3. Entry into the Finmatics software (Finmatics login) and activation of the already created users.
4. Initial settings in the master data

• Assigning the accountant responsible for the mandate
• Customize the document types
  • E-mail address
  • Booking text

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
• Processing income-expenses accountings (Einnahmen-Ausgaben Rechner)