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Information regarding your ERP/accounting system

Information regarding your ERP/accounting system

Answers to the interaction of Finmatics and BMD, RZL, or DATEV are marked with '& Finmatics'. Workspace includes ERP tips.

BMD & Finmatics

Can BMD Shortcuts be used for Booking Texts in Finmatics too?

BMD - How is master data of business partners newly created or added?

BMD - How can I set up the correct booking text for processing in Finmatics?

BMD - How do I proceed if I have not only one accounting to the client, but 2 or more (often in case of renting etc.)?

BMD - Can incorrectly imported bookings be marked and deleted with Multiselect?

BMD - Why is the field "479 - Finmatics" inactive on the company master and the check mark cannot be set?

BMD - Why is supplier master data not automatically imported?

BMD - What happens when the period is closed and the invoice plus data is passed on?

BMD - Does the IBAN serve as an assignment for bank mapping between pre-entry and the bank statement booking?

BMD - If a client is to be processed in Finmatics, is it still possible to book entries individually in "Paperless booking" or is this function then blocked?

BMD - What options are there regarding booking text if Finmatics sends it blank?

BMD - Incorrect separation of an invoice: Can individual PDF documents be converted into one PDF file in the program or will I always have 3 PDF attachments?

BMD - Can invoices be "blocked" in the preliminary entry in order not to book them yet?

BMD - How to have the internal document number reassigned and enter a start value?

BMD - Can cost centers and cost units be synchronized with Finmatics?

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

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BMD environment

BMD - How can invoices be sorted by date in Journal Entry?

BMD - Is it possible that you can view the booking text history in the booking text field in the preliminary entry?

RZL & Finmatics

RZL - How do I process net income accounting in Finmatics?

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

RZL - How can I detect duplicates?

RZL - How do I retrieve invoices from Finmatics Connect?

RZL - How do I set up Finmatics Connect?

RZL - How do I transmit invoices to Finmatics Connect?

RZL - Can I upload invoices to Finmatics again?

RZL - Why does my client receive the error message "Access data Finmatics missing" when uploading documents?

RZL - Why can't I start a synchronization with Finmatics?

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DATEV & Finmatics

DATEV - Why is the booking text in Rechnungswesen different from the Finmatics software?

DATEV - How do I export personal and G/L accounts as well as transaction data from Rechnungswesen to Finmatics?

DATEV - How do I set up the document image service?

DATEV - How do I use Finmatics for "Meine Steuern"?

DATEV environment

DATEV - How can booking proposals with a question mark be automatically in Rechnungswesen?