In this article you get information on how to transfer documents to Finmatics.
How can documents be transferred to Finmatics?
Below you will find all the options for transferring documents to Finmatics:
- Web upload
- Web scanner
- Smartphone scan
- REST API
- Suppliers - customer portals
For information on the size limit when transferring documents, read the following article:
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.
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 detailled instruction in Setting up a Scanner.
Use the web scanner option if there are paper invoices in your office.
- How do I connect my scanner to Finmatics?
- The scan client (Scan & Sort) does not connect to my scan hardware. What can I do?
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).
- How do I use the Finmatics mobile app?
- How can QR codes be captured with the Finmatics Mobile App? (QR Code Scan)
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 Where can I find the documentation to connect to Finmatics via REST API?. Also contact your responisble IT person in your company,
If you identify processes in your organization where documents are copied/transferred manually, this is low-hanging fruit that can be automated with the 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.
- How do I create users?
- How are users managed?
- How can I add and change responsible users for a client?