Skip to content
DE|EN

Release Notes 09.02.2024

8. February 2024 | Finmatics Updates

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.

 

Help notification about the Setup Status for optimizing clients

From now on, a notification will be displayed when uploading documents, informing users how to adjust settings in order to achieve optimal automation results. It is important that the prerequisites for Finmatics are done by adding the correct master data and training data. This feature is designed to ensure that users can easily access the necessary steps to improve the quality of the data and thus maximize the performance of the automation.

Setup Status EN

You can find more information about the Setup Status in this article: What does the Setup Status stand for?

 

Information on Useraccount deactivation: More efficiency and transparency in account management

From now on, users will be shown proper information for various functions such as invoice approvals, assigned users and document histories when an account is deactivated. These notifications inform them that the user in question has been deactivated. This feature is designed to ensure that it's easier to administrate when a user account is deactivated, to reassign all associated tasks and functions to other people and ensure smooth business continuity. This improvement makes the management of user accounts more efficient and transparent.


Here you can read more about How to manage users.

 

New filter function in the Client overview: Simplified management and identification of clients with invoice approval Workflow

In order to provide you with an improved overview of the invoice approval workflow, the function has been integrated to filter the client overview according to those clients who have either already set up invoice approval or not. This function makes it easier for you to manage and identify the clients for which actions are still required to set up invoice approval. This improvement makes the configuration of the invoice approval process more efficient and transparent.

In the screenshot you can see which statuses can be assigned:

Workflow EN

You can find more details about how to configure an invoice approval Workflow in this article.

 

 

Optimized stability and performance: improved load response for a smooth user experience

In this release, we have further improved the stability and performance of the Finmatics software by optimizing the load response. This measure aims to provide you with an optimal service experience by ensuring that the system works smoothly even under high loads.

 

Contents