How do I use the menu on the left side of the Finmatics web portal?

This article explains the menu items of the web portal and their functions.

Content

• To Do
• Workflow
• Transfers
• Invoices
• Training
• Companies
• Clients
• Users
• Trash 

After logging in, you will find the logo at the top left, which can be customised with the law firm logo. Depending on which user role has been selected for the user, the menu bar may look different. 
You can find out more about Finmatics user permissions here: How are users managed?

The following menu items may be available:

To Do 

This screen is your "home page" and contains all the invoices that need to be checked for accounting purposes. With the search function it is possible to search for clients and processes. In addition, various filter functions are available. You can find more information in How do I use the To Do screen?.

Workflow 

In the workflow-screen, you can see all invoices that must be approved before they can be exported. If you have set up an invoice approval Workflow, it will also appear here. You can find more information in the following articles:

• What are invoice approval Workflows?
• How can I configure an invoice approval Workflow?

Transfers 

In this screen you will find all invoices grouped by creation date. With the search function it is possible to search for invoices. In addition, various filter functions are available.

Invoices

Here you will find all uploaded invoices as well as an overview of the processing status. With the search function it is possible to search for clients. In addition, various filter functions are available. The processing status indicates the following: 

• Red: Mandatory fields could not be read or do not match the master data and must therefore be filled in or corrected
• Yellow: Finmatics shows warnings that need to be checked manually, e.g. duplicates found, VAT invalid in VIES , invoice date is too far in the past, etc.
• Green: The invoice has been successfully processed and confirmed

More Information you will also find in How do I use the invoice overview screen?

Training 

In the training-screen, you have the option of explicitly training the software. For more information, see What can I do in the training - screen?.

Companies

Clients

In the clients-screen you have an overview of all clients that have been assigned to the respective logged-in user. With the search function it is possible to search for the clients. Various filter functions are also available. In How do I use the clients-screen? you can find all the tabs explained. 

Depending on your ERP system, you can find more information on how to set up clients in the following articles:

• BMD - How do I set up a client for Finmatics ?
• RZL - How do I set up a client for Finmatics Connect?

Users

In "Users"  you have an overview of all users who have been added to Finmatics. With the search function it is possible to search for users. In addition, various filter functions are available. Under Status (4) you can see whether the invitation to Finmatics is still pending or whether the respective user has already logged in to Finmatics. The permissions area shows you the permissions of the respective user.

Here you can find additional information: User management - Help Center

Trash

In this screen you will find all deleted invoices. With the search function it is possible to search for deleted invoices. Various filter functions are also available.
You can find more information about the recycle bin here: How do I use the trash function in Finmatics?