Release Notes 15.12.2023

• Training Center: Improved compatibility for training of business partners with account prediction

• Setup status: Improvements and automatic updates of warnings

• 'Rechnungsdatenservice': VAT and 'Notes' added to the interface

• DATEV performance period: Automation and transfer via interface

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.

Training Center: Improved compatibility for training of business partners with account prediction

For the Training Center, we have improved the handling of business partner predictions. These are now predicted at the beginning of the invoice process, allowing the prediction of account number on the basis of the business partner matching. This means that business partners can now be trained correctly in the training center.

Here you can read more about what you can do in the training view: What can I do in the training- screen?

Setup status: Improvements and automatic updates of warnings

The setup status view for each client has been revised: Warnings are now also automatically updated in this view when data is added elsewhere.

This function is only available for DATEV users with Finmatics Automation Center.

If you would like to find out more about what the setup status means, you can read about it here.

'Rechnungsdatenservice': VAT and 'Notes' added to the interface

The DATEV interface for the Rechnungsdatenservice has been optimized by integrating two new fields that can now be transferred from Finmatics to DATEV: the VAT ID number and the "Note" field. This addition enables a more efficient and comprehensive data transfer to DATEV, resulting in an improved way of working.

Here you can find more information about the DATEV interfaces: First steps with Finmatics for DATEV

DATEV performance period: Automation and transfer via interface

The field "Leistungszeitraum" (performance period) in DATEV can now be filled in via the Finmatics field "Ende der Leistungserbringung" (end of service provision). You can now easily add this to your document detail view: Simply go to the relevant document type of the client, in the "Document Fields" section, add the field "Ende der Leistungserbringung" to the enabled fields. The information is automatically processed from the invoice and transferred to DATEV.