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First Steps with Finmatics
Interface
First Steps BMD, RZL and DATEV
First Steps in other ERP Systems
User management
Document input
General questions about the receiving/upload of documents
Scan
E-Mail Document Input
Upload
Suppliers/clients
Finmatics Mobile App
Document processing
General questions about invoice processing
Cut/staple documents
Read out documents
Complete accounting information in documents
Process bank transactions
Audit according to UStG criteria
Supplier communication
Processing history
Download invoices
E-Invoices
Add-on products/individual customisation
Document approval
Customized Automations
Information regarding your ERP/accounting system
BMD & Finmatics
BMD environment
RZL & Finmatics
DATEV & Finmatics
DATEV environment
Finmatics mobile App
Security and IT
Security
Data protection
IT
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Support Center
Security and IT
Security
FAQ
FAQ
First Steps with Finmatics
Interface
First Steps BMD, RZL and DATEV
First Steps in other ERP Systems
User management
Document input
General questions about the receiving/upload of documents
Scan
E-Mail Document Input
Upload
Suppliers/clients
Finmatics Mobile App
Document processing
General questions about invoice processing
Cut/staple documents
Read out documents
Complete accounting information in documents
Process bank transactions
Audit according to UStG criteria
Supplier communication
Processing history
Download invoices
E-Invoices
Add-on products/individual customisation
Document approval
Customized Automations
Information regarding your ERP/accounting system
BMD & Finmatics
BMD environment
RZL & Finmatics
DATEV & Finmatics
DATEV environment
Finmatics mobile App
Security and IT
Security
Data protection
IT
Security and IT
Questions and answers about data protection and security when using Finmatics.
Security
What options do I have to keep my access to Finmatics as secure as possible?
Cybersecurity: Does Finmatics conduct external/internal penetration tests (pentests)?
How do I set up two-factor authentication (2FA)?
What do I need to use SSO with Finmatics?
Login Difficulties & Password Reset
See more
Data protection
Where is the software hosted?
Which encryption technologies does Finmatics use? (Endpoint Encryption)
IT
What server data must be entered in my firewall to connect to Finmatics?
