Release Notes 22.12.2023

• Training Center: Download reports of the created trainings

• Training Center: Search function improved

• Booking text automation: sequence updated for a better overview

• Uniform designations with DATEV

• [Beta] New mail function for Self-Service-Workflow

• DATEV Buchungsdatenservice: Special characters possible during export

• Winter Break until January 12.01.2023

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: Download reports of the created trainings

In the Training Center, you have the option of downloading reports on the tasks created. These reports contain comprehensive information, including the training date, the user carrying out the training, the company name, the booking number, the creation date and other information.

Here you can read more about the functions of the Training Center. 

If this data is relevant to you, please write to support@finmatics.com and ask for this function to be enabled.

Training Center: Search function improved

The search function in the Training Center has been improved to provide greater transparency about how the search works. When searching for incoming invoices, the search is now based on the business partner, while when searching for outgoing invoices, the search is based on the client.

Booking text automation: sequence updated for a better overview

The order in proposed booking texts for cash transactions has been updated for a better overview. When selecting the option goods/services, the goods and services were previously listed first, followed by the name of the business partner. Now the order has been reversed: the name of the business partner comes first, followed by the goods and services. This change should help you to find and sort the documents more easily. Please find more information on automation options for booking texts is in our Support Center.

Uniform designations with DATEV

The name of the field "Konto" in connection with the "Kasse" document type has been adjusted to match the name used in DATEV. This means that the "Konto" field has now been renamed "Gegenkonto" for the "Kasse" document type.

[Beta] New mail function for Self-Service-Workflow

When a new workflow user is created via the workflow configurator, they automatically receive a notification email informing the person responsible that approvals need to be made. This means that each assigned person is immediately informed that they are expected to give approvals in the future.

Here you can find more information about the Self-Service-Workflow.

This fee-based add-on module is currently still under development and will be available to all customers from January 15, 2024. If you are interested, please contact us at customers@finmatics.com and we will provide you with more information.

DATEV Buchungsdatenservice: Special characters possible during export

Until now, the export to DATEV Rechnungswesen could be affected by special characters in the booking text or in the name of the business partner.

From now on, these special characters are taken into account, which means that the export is no longer blocked.

Note: The warning for punctuation marks remains for the Invoice number field, as DATEV does not allow the transfer of punctuation marks such as dots here.

Winter Break until January 12.01.2023

We are heading into the winter break and look forward to welcoming you again on January 12, 2024, with the latest Finmatics releases.