Release Notes 07.03.2025

New features in this release:

• Improved Tab Navigation in Finmatics

• Optimized Processing of ZUGFeRD E-Invoices in Finmatics

• Improved Editing of the "Period" Field 

Improved Tab Navigation in Finmatics

Working with multiple tabs in Finmatics is now even easier:

• A new tab opens instantly with Ctrl + Click or a middle mouse click.

This is especially useful for opening the Training Center or other sections separately and using them in parallel.

This feature enhances navigation efficiency and improves the user experience.

👉 Read this article to discover all available keyboard shortcuts in Finmatics:
Why should I use the keyboard shortcuts?

Optimized Processing of ZUGFeRD E-Invoices in Finmatics

The processing of ZUGFeRD e-invoices in Finmatics has been further improved to enable more efficient and precise handling. The XML part of the invoice is used for automated processing, while the PDF provides a clear display in Finmatics.

A new feature now allows the visual representation of the XML part, making it easier for users to review the contained data. Additionally, automatic validation mechanisms have been integrated:

• IBAN and invoice amount are now directly compared between the ZUGFeRD XML and the PDF to detect errors early.

The data reconciliation between ZUGFeRD PDF and ZUGFeRD XML is available to Finmatics customers using DATEV, Agenda, and Business Central.

👉 This article explains how Finmatics processes e-invoices:
How does Finmatics process e-invoices?

Improved Editing of the "Period" Field

You can now adjust the period of multiple documents even more easily. If documents were mistakenly uploaded to the wrong period, they can now be conveniently corrected using the "Bulk Edit" function in the document overview. You have the option to change the period for all or only selected documents at once.

This improvement not only simplifies corrections but also saves valuable time in document processing.

👉 Learn how to use the action bar in the document view here:
What can I do with the action bar in the upper right corner of the invoice overview screen?