Improvement: Allow synchronisation of individual DATEV clients
Improvement: Allow any user to be assigned as responsible for a client
Improvement: Allow multi-file-upload to Masterdata and transactions
Bugfix: Creation of many clients with very similar long names not possible.
Smaller Bugfixes and Improvements
It is now possible to synchronise individual clients with DATEV instead of always snychronising all clients from DATEV.
In order to synchronise one or more but not all clients. On the clients screen mark all clients that should be synchronised from DATEV. The “Sync DATEV Clients” Button will be greyed out and a refresh Icon will appear in the tools bar on the top right. Clicking this button will synchronise the selected clients.
We now allow any user independent of their permissions to be assigned to receive e-mails for a client.
This allows greater flexibility in who can be responsible for a client in Finmatics.
Find out more about how to assign a user as responsible for a client here.
We have added the possibility to upload multiple files for
journal/trainingsdata
partners
glAccounts
cost center
cost unit
in the Client Screen.
This immensely accelerates the process of uploading master- and trainings-data.
We have fixed a bug that made it impossible to create a large number (10+) of clients with very long and similar names.
Added the option to use a regex with the prediction_phrases endpoint in our public API
We have extended the amount of fields that can be added to the BMD BuErf export
Fixed a bug that could cause newly invited users to not be selectable in a workflow