Release Notes 17.01.2025

New features in this release:

• Improvements in the processing of bank and payment documents

• New Feature for Automating Incoming and Outgoing Invoices

• Expansion of the Finmatics Checkbot for E-Invoices

• Help Information: Uploading E-Invoices and Standard Invoices via Email

• New Feature: Easy Clearing of Search Field Entries

• Improved Warnings for Customers Using DATEV “Buchungsdatenservice” and “Rechnungsdatenservice”

• Improved "Set-Up Status" Function for Customers Using Finmatics and DATEV

• Improvement for Clients with a Different Fiscal Year (DATEV)

Improvements for the processing of bank and payment documents

New warning feature: A warning has been introduced to notify users when incomplete transactions are exported. This is intended to prevent potential issues during import into DATEV or BMD and to improve data quality.

👉For more information on how to process bank transactions (bank statements), please refer to this article:

How can I process bank transactions (account statements) with Finmatics?

New Feature for Automating Incoming and Outgoing Invoices

Assign Fixed Business Partners: It is now possible to assign a fixed business partner for the document types Incoming Invoices and Outgoing Invoices. Previously, it was only possible to assign a fixed account for the document type "Cash."

Expanded Automation Options:

• Enables the automation of processes, such as the standardized assignment of "Various A-Z" as the business partner for outgoing invoices.

• Typical Use Case: Combine with the function to read business partners and write them into the booking text.

👉 Read this article to learn how to automate B2C outgoing invoices.

Expansion of the Finmatics Checkbot for E-Invoices

It is now possible to configure whether the Finmatics Checkbot should send a confirmation email with the visualization of the document exclusively for incoming e-invoices or send a confirmation message for all documents.

With that the Checkbot makes processing e-invoices easier and more transparent.

Interested in using the Checkbot for e-invoices? Contact us at support@finmatics.com, and we will activate it for you.

👉 In this article, you can learn all about the Finmatics Checkbot for e-invoices: How does the Checkbot work?

👉 Here you can find more information on how Finmatics processes e-invoices.

Help Information: Uploading E-Invoices and Standard Invoices via Email

The email upload of e-invoices (e.g., XML) and documents in formats such as PDF, PNG, or TIFF is becoming increasingly important for integrating your documents into the system quickly and efficiently.

New help information has been added directly to the email upload dialog to make using this feature easier. These details include:

• Key Requirements for Email Upload: Supported formats, maximum file sizes, and recommended email addresses.

• Best Practices: Tips for correct assignment and optimized processing, such as using clear subject lines or standardized sender addresses.

• Avoiding Common Errors: Information on typical pitfalls, such as uploading different document types simultaneously in one email.

This guidance helps you use the email upload function smoothly and efficiently, improving your workflow.

👉 Read this article for detailed instructions on how to send documents to Finmatics via email.

New Feature: Easy Clearing of Search Field Entries

From now on, you can clear entries in the search fields on the Finmatics interface with just one click on the X button as displayed in the picture below:

Improved Warnings for Customers Using DATEV “Buchungsdatenservice” and “Rechnungsdatenservice”

Clear and warning messages: If a necessary Service in DATEV is not configured correctly, a warning will now appear when attempting to export data.

The goal is to notify customers early about missing settings to prevent issues when using the DATEV Buchungsdatenservice and Rechnungsdatenservice.

👉 These two articles provide detailed guidance on how to manage clients for the Automation Center and Document Center:

• How do I manage clients for Finmatics in the Automation Center via Rechnungsdatenservice1.0?

• How do I manage clients for Finmatics in the Automation Center via Buchungsdatenservice?

Improved "Set-Up Status" Function for Customers Using Finmatics and DATEV

The "Set-Up Status" function checks whether all required master data, training data, and settings are correctly configured for a  successful automation.

Optimizations in General Ledger Accounts and Standard accounting chart Warnings:

• Enhanced Checks for Custom General Ledger Accounts: The system now performs a more precise check to ensure individual accounts are added to the system properly.

• Standard account charts Settings: Warnings have been expanded to ensure the Standard account chart is used and properly set up.

👉 Learn everything about the Set-Up Status here: What does the Set-Up Status stand for?

Improvement for Clients with a diverging Fiscal Year (DATEV)

For Finmatics users who want to automate clients with a diverging fiscal year, a new feature is now available:

New Configuration Option: The configuration of a diverging fiscal year has been introduced and can be activated by the Finmatics support team.

How it works: If you want to automate a client with a diverging fiscal year, simply contact support@finmatics.com, and our team will assist you with the setup.

This enhancement makes automation easier for clients with specific accounting requirements and ensures a seamless process.