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Release Notes 07.02.2025

7. February 2025 | Finmatics Updates

New features in this release:

  • More Precise Processing with Enhanced Position-Specific Extraction

  • Optimized Checkbot E-Invoices for Greater Transparency in Document Processing

  • Redesigned User Screen for More Flexibility and Better Overview

  • New Option: Period Based on Service Period

More Precise Processing with Enhanced Position-Specific Extraction

Our line-item extraction has been expanded: From now on, in addition to the existing information, the position numbers of invoice line items can also be captured.

New Feature: Extraction of Position Numbers from Invoice Line Items
Available for: Customers with activated line-item extraction

This enhancement enables even more detailed capture and processing of invoice data.

Interested in activation or position-specific extraction? Contact us at customers@finmatics.com.

Optimized Checkbot for Greater Transparency in Document Processing

Our Checkbot has been further improved to make document processing even more transparent.

Key Enhancements:

  • Extended Evaluation: The Checkbot can now also analyze PDF invoices.
  • Detailed Feedback for Unprocessable Documents:
    • Encrypted PDFs
    • Emails without attachments
    • Corrupt PDFs
  • Automatic Notification: If a document cannot be processed, the sender will receive an email with relevant information.

These improvements enable greater traceability and faster issue resolution.

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👉 Read this article to learn how the Checkbot works:
How does the Checkbot work?

Redesigned User Screen for More Flexibility and Better Overview

The user screen has been redesigned, now featuring a modern interface and enhanced assignment options for companies, clients, and processes.

Key Enhancements:

  • Modernized Design for improved clarity and user experience
  • More Flexible User Assignment for more efficient administration
  • Optimized Management of companies, clients, and processes

These improvements make user management even simpler and more intuitive.

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New Option: Period Based on Service Period

From now on, the period of a document can be set based on the service period.

Logic:

  • If the invoice period end date is before the document date, the period is determined based on the service.
  • If the service was completed after the document date, the document date is used for the period.

This option can be activated for you through customer support.

👉 Learn how the period is predicted: How is the period predicted?

👉 Find out what to consider when assigning periods.

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