Information regarding your ERP/accounting system
Here you can find answers to the interaction of Finmatics. The workspace includes ERP tips.
BMD and Finmatics
- BMD - How is master data of business partners newly created or added?
- 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 - Why is supplier master data not automatically imported?
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?
- BMD - What options are there regarding booking text if Finmatics sends it blank?
- BMD - Can incorrectly imported bookings be marked and deleted with Multiselect?
- Can BMD Shortcuts be used for Booking Texts in Finmatics too?
- BMD - Does the IBAN serve as an assignment for bank mapping between pre-entry and the bank statement booking?
- 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 - How to have the internal document number reassigned and enter a start value?
- BMD - Why is the field "479 - Finmatics" inactive on the company master and the check mark cannot be set?
- BMD - What happens when the period is closed and the invoice plus data is passed on?
- BMD - Can cost centers and cost units be synchronized with Finmatics?
- BMD - Can invoices be "blocked" in the preliminary entry in order not to book them yet?
- 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 - How do I set up a client for Finmatics ?
DATEV and 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
RZL and 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 - 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?