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.
It is now possible to export invoices directly to the accounting system or download invoices directly from the Transfer Screen.
The packages allow you to adjust settings for processes and automation at client level, document types or for the entire law firm. If you adjust these, you can restore the default settings at any time using the "Reset" function.
When deleting invoices, an error message is now displayed to ensure that the ERP system receives the correct information that an invoice has been deleted and which user deleted it.
When you save contact data for clients, you now have the option of simply selecting the country code via the selection dialog.