Release Notes 21.03.2025

New features in this release:

• Extension of Single Sign-On (SSO) for Company-Managed Android Devices

• New System Notifications for Email Upload Errors

• New Company Filter

• Enhanced Support for E-Invoice Formats

• Expansion of Document Overview – "Advance Payment Type" Field and New Filter Options

Extension of Single Sign-On (SSO) for Company-Managed Android Devices

Our SSO solution now also supports company-managed Android devices. These devices are issued to employees with preconfigured software, enabling seamless and secure login.

In this article, you can read about what you need in order to use SSO:
👉 What do I need to use SSO with Finmatics?

New System Notifications for Email Upload Errors

Finmatics now features a new notification area where you can view important system events. In the first version, email upload errors are displayed there.

While the sender of the email is automatically notified, you now also have the option to see and track which documents could not be uploaded via email.

In this article, you can find information on how to send documents to Finmatics via email:
👉 How can documents be sent to Finmatics by email?

New Company Filter

With the latest update, a Company filter has been introduced on the Tasks, Documents, Transfers, Training, Trash and Approval screens. This allows you to specifically select a company and limit the view to all associated clients.

This is especially helpful for users with access to multiple companies, such as in networks of companies or partner networks, as it enables clearer structure and more efficient processing of tasks. Through targeted filtering, users can maintain an overview and access relevant data more quickly.

Enhanced Support for E-Invoice Formats

With the growing use of e-invoices, we are continuously improving compatibility with various formats. In this update, we have further optimized the recognition of the position text as well as the due date and invoice period start/end date fields.

Additionally, the error log for invalid e-invoices has been expanded, so you now receive even more detailed information about potential issues.

Here you can read how Finmatics processes e-invoices:
👉 How does Finmatics process e-invoices?

Expansion of Document Overview – "Down Payment Type" Field and New Filter Options

The "Down Payment Type" field can now be displayed in the document overview. This allows for a more detailed view of documents with down payments, enabling users to quickly identify them at a glance.

Additionally, the ability to filter specifically for the "Down Payment Type" has been added:

• Requested Advance Payment
• Final Invoice
• Other

In this article, you will find all the important information on how to process advance and final invoices with Finmatics:
👉 How do I process partial and final invoices in the document output with Finmatics using DATEV Buchungsdatenservice?

❗Note: This feature is only available to DATEV customers with outgoing invoices.