Content
- Where can I find the e-mail addresses?
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How long does it take for the invoices to be transferred to Finmatics?
Activate or deactivate the email address
A system-generated email address is created by default per process and per client and is immediately ready to use. Everything that reaches this address and has an image attachment is assigned to the respective client and process and uploaded there. Make sure that the "Client Masterdata management" permission is enabled in your user in order to adapt the email.
To adapt the e-mail configurations choose the tab "Processes" in the clients screen.
Click on the three-dot menu to the right of the process to be edited and then on ‘Edit’ or alternatively directly on the entry.
Activate or deactivate the checkbox "Create email address".
The generated e-mail address is now displayed in the ‘Email’ table column in the ‘Processes’ tab.
Please note that the automatic page separation is turned off by default in the email. You can find more information in:
Where can I find the e-mail addresses?
The system-generated e-mail addresses can not only be found in the clients-screen, but also in the to do-screen and the transfers-screen.
Click on the ‘Via mail’ button. A pop-up window now opens in which you can select the client for which the e-mail addresses are to be displayed. Now copy the respective e-mail address for a specific process or click on ‘Copy all addresses’ if required.
Which email attachments can be processed?
All common image formats can be processed. These include pdf, tiff, jpeg, png. ZIP files can also be forwarded to Finmatics by e-mail. These are automatically unpacked and read out.
Please ensure that no encrypted messages are sent, as these cannot be decrypted. If an encrypted e-mail, PDF or file is sent, the sender will receive an automatic message that this file unfortunately cannot be processed.
Is there a size restriction?
The permissible size via email is 30 MB (this also depends on your email account - you can get more information from your IT department or your mail provider).
More information on the size limit for document transmission can be found here: Is there a size limit for uploading documents?.
How long does it take for the invoices to be transferred to Finmatics?
It can take a few minutes for your invoices to be uploaded to Finmatics. Emails are fetched from the server and imported into Finmatics every 10 minutes.
Failed email transfer
If an e-mail cannot be transferred to Finmatics, you will receive a corresponding system notification in the Finmatics interface. This can occur if, for example, no attachment was added to the e-mail or the format of the document cannot be processed. You will find the system notification in the top right-hand corner, to the left of your e-mail address.
Now open the system notifications with one click.
From there you can access the failed transfers.
Now click on the respective entries to obtain further information on why the e-mail transmission failed.
Further links: