Release Notes 19.04.2024

In these release notes, we inform you about the continuous innovations and improvements to the Finmatics software. We hope you enjoy reading them.

Current new features in this release:

• Improved login via Single Sign-On for Finmatics mobile app

• New configuration option: Transfer business partner directly from OCR text

• Optimisation of the "Interfaces" screen and new search options for DATEV

Improved login via Single Sign-On for Finmatics mobile app

Registration in our mobile app has been further optimised to make the login process faster and smoother with the help of Single Sign-On. From now on, you only need to enter your e-mail address once. This speeds up the login process as your e-mail address is automatically filled.

In this article you can read what options you have to keep your access to Finmatics as secure as possible.

This screenshot shows the login process in the Finmatics mobile app using SSO:

Would you like to use Single Sign On for Finmatics? Contact customers@finmatics.com

Booking Text Configuration: Name of the business partner extracted from the invoice text

Finmatics can now fill the booking text with the name of the business partner as written on the document instead of the name of the personal account. This is especially helpful for clients that use collective debtors/creditors. You can now use a collective account and still get the exact name of the business partner in the booking text. 

DATEV: Optimisation of the "Interfaces" screen including a new search option for clients

In the "Interfaces" screen, you can connect to DATEV check the configuration of the interfaces. It is now possible to search for clients in this screen, improving the troubleshooting process. Furthermore the overall performance of the screen has been improved. 

Here you can read up on how to activate the DATEV token.