Finmatics offers several possibilities to automate the allocation of cost centres and cost units/objects.
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It is not known to your office / accountants which cost center /cost unit needs to be selected:
For this case, the client can use an electronic workflow from Finmatics, through which the responsible persons in the client's company can fill the cost center either through the web interface or through the mobile app. Please inform us at support@finmatics.com about the client name and the document type specifying the method. We will contact you for a 30 minute setup meeting. The client will then be provided with the Finmatics software to assign cost centers / cost objects.
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It is known to your office / accountants how to select the cost center / cost unit. The information for this is in electronically readable form on the invoice:
information that is on the invoice can be, among other things, addresses, department names, keywords, e-mail addresses or similar. Please inform us at support@finmatics.com about the client name and the document type, indicating the method. We will set an automatic prediction and If necessary we will contact you for a 30-minute setup meeting. Finmatics can automatically assign cost centers and cost objects after setup in most cases.
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Client writes the cost center / cost object on the invoice by hand:
Please inform us at support@finmatics.com about the client name and the document type, specifying the method and we will find a solution that fits for you.