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How can I import and automate cost centers and cost units?

In this article, you will learn how cost centres and cost units can be managed in Finmatics.

Content

How can I import cost centers and cost units?

When using BMD and RZL, cost centers and cost units are already synchronised during the initial setup. If you use DATEV, the import must be carried out manually.
Templates for importing cost centers and cost units as well as detailed instructions can be found in the following article:

How do I activate the invoice fields cost centres and cost units in Finmatics?

If the invoice fields have not yet been added to the invoice detail screen, you will find instructions on how to configure the invoice detail screen in the following article:

How do I automate the readout of cost centres and cost units?

The automation of cost centers and cost units is based on historical transactions. With every correction, the AI learns for future readouts. You can also use the training center to optimise automation. You can find more information in What can I do in the training-screen?.