Support Center

Back to home

Support Center

Information regarding your ERP/accounting system

DATEV

Information regarding your ERP/accounting system

Questions and answers regarding the interaction between Finmatics and BMD, RZL or DATEV

BMD

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

How is master data of business partners newly created or supplemented?

How can I set up the correct booking text for processing in Finmatics for 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.)?

Can incorrectly imported bookings be marked and deleted with Multiselect?

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

Why is supplier master data not automatically imported into BMD?

What happens when the period is closed in BMD and the document plus data are passed to BMD?

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

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

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

What options are there regarding booking text in BMD if Finmatics sends this blank?

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?

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

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

The "Move bookings" function in Preliminary Entry is not seen by my colleagues. Is this a function that requires administrator rights?

Due date 5.6.21 was posted as invoice date (5.5.) and therefore in period 6. Can this invoice also be moved back to period 5 in Preliminary Entry Bookings?

Can cost centers and cost units be synchronized between BMD and Finmatics?

How does the integration of BMD Software and Finmatics work?

How do I move documents to another period in BMD Journal Entry?

How do I move documents in BMD Preliminary Entry to another book?

How can receipts be sorted by date in BMD Journal Entry?

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

See more

RZL

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

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

How can I detect duplicates in the RZL software?

How do I retrieve receipts from Finmatics Connect?

How do I set up Finmatics Connect for RZL?

How do I transmit invoices to Finmatics Connect for RZL?

What server data must be entered in my firewall to connect to Finmatics Connect?

Can I upload receipts to Finmatics again?

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

Why can't I start a synchronization with Finmatics?

See more

DATEV

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

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

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

How can I import newly created business partners from Finmatics into DATEV Rechnungswesen?

How do I administer a client for the Finmatics booking machine in DATEV Unternehmen Online?

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

How to use Finmatics for DATEV Meine Steuern

Setting up a Scanner

See more