How does the supplier portal / client portal work?
In this article, you will find the most important Help Center articles linked for using the Finmatics interface for your clients.
How do I transfer invoices to Finmatics?
You have various options for transferring invoices to Finmatics. In the following articles, you will find the different methods for transferring invoices, along with detailed information on the processes:
- How can I transfer documents to Finmatics?
- How can documents be sent to Finmatics via email?
- How do I upload invoices via webupload?
- Setting up a Scanner
- How does the automatic page separation of documents work?
How can I edit transmitted invoices?
In the invoice detail screen you have the option of correcting invoice fields, manually separating invoice pages, deleting them and much more:
How do I use the Finmatics mobile app?
In addition to the web version of Finmatics, a mobile app is also available. For more details, please refer to: