In these release notes, we inform you as usual about the continuous technical developments and improvements to the Finmatics software. We hope you enjoy reading them.
You can now also filter by packages and interfaces in the "Transfers" view.
You can now have the booking text for cash receipts filled with the business partner name, even without business partner master data.
Read more about how you can automate booking texts with Finmatics here:
How do I automate booking texts?
The user settings in the "Clients" view have been revised: Here you will now find information on user activity, such as the last active status, the option to deactivate, imitate or delete users. These adjustments provide a comprehensive overview of user activity and enable faster access to the impersonation feature.
In order to optimize the process of individually transferring invoices from Finmatics to DATEV Kanzlei Rechnungswesen, we now provide an aggregated export for the DATEV Buchungsdatenservice. This means that the entire batch of invoices is transferred in a single export process. You can now process your documents as usual with less effort.
You can also manually combine or move batches in DATEV Kanzlei Rechnungswesen.
This could also be of interest to you:
Our new configuration option in the 'settings' view now allows you to view, change and select the automation package of your choice depending on the client.
Read more about the various interfaces and their functions here.