General questions about the receiving/upload of documents
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      3. General questions about the receiving/upload of documents

      How can I transfer documents to Finmatics?

      In this article you get information on how to transfer documents to Finmatics.

      Content

      Document transfer via upload

      Click on the logo in the top left to access the To Do-screen, from which you can upload documents. Alternatively, you can directly click on the "To Do", "Workflow" or "Transfers" tabs in the left menu. You can find more information in How do I upload invoices via webupload?.

      Use the upload option if you already have digital invoices.

      Further links:

      Document transfer using a web scanner

      You can transfer documents to Finmatics using a web scanner. For this you need a network scanner and your computer must be on the same network. Click on the logo at the top left or on the tabs "To Do", "Workflow" or "Transfers" and then on "Scan". A driver is automatically installed if required. Select the client, process and period and click on "Scan". The invoices are now automatically processed by your scanner and transferred to Finmatics. You can find a detailed instruction in Setting up a Scanner.

      Use the web scanner option if there are paper invoices in your office.

      Further links:

      Document transfer via Finmatic's email address

      You can also send invoices to the system via email. If you send an email with an image attachment (pdf, tiff, jpg) to your Finmatics email address, the attachment will be taken for processing. Read also How can documents be sent to Finmatics via email?.

      In the clients-screen, in the "Processes" tab, you need to create an email address for each respective process in advance to enable email transmission. For more information, please refer to  Which settings can I configure in the clients-screen under "Processes"?

      Use the email option if your documents are already in your email inbox. 

      Scanning via Finmatics Mobile App

      You can also easily photograph invoices with your smartphone. Download the Finmatics app from the app store. A detailed explanation of the scanning process using the mobile app can be found in How do I scan and process invoices with the Finmatics Mobile App?

      Use the Finmatics app on your smartphone if you have only a few invoices (less than 5), if there is no scanner available or if you want the invoices to be forwarded immediately (restaurant, hotel).


      Further links:

      REST-API

      Finmatics has a REST API for transferring documents from any digital source. With the REST API, you can automatically transfer documents to Finmatics from folders or other software systems. Please read our Helpcenter article First steps with Rest-API. Also contact your responsible IT person in your company,

      If you identify processes in your organisation in which invoices are copied or transferred manually, it is advisable to automate them using Finmatics REST-API.

      Supplier - Customer Portal

      You can allow your suppliers/customers to upload documents to Finmatics. Click on the tab "Clients" and select the respective client. In the "Users" tab, you can invite users such as suppliers/customers. Once invited, users of the Administrator role can manage user rights in the User Management.

      Further links: