In these release notes, we inform you about the continuous innovations and improvements to the Finmatics software. We hope you enjoy reading them.
Update for posting text automation and G/L account prediction
DATEV “Buchungsdatenservice”: New feature for SKR14 clients in agriculture and forestry
The ‘ General ledger account’ field has now been integrated into the invoice approval configurator. This allows you to configure the G/L account as a mandatory or optional field for input by the approval user/client. Use this new function if you want your client to enter the G/L account in the invoice approval process.
You can see the new function in the screenshot below:
In this article, you can read how to set up the invoice approval configurator.
Would you like to use the workflow? Contact us at customers@finmatics.com.
For the configuration options ‘Goods/Service’ and ‘Goods/Service Standardised’, the Large Language Model (LLM) now creates an individual booking text for each individual item group if there is an automated tax splitt. Please note that this function is currently not supported, if the bookings are split by the Shared Service Centre.
The G/L account forecast has been improved with new functions: First, the goods/service is now included in the G/L account forecast, which significantly increases the accuracy of the automation. Second, the G/L account forecast has been optimised specifically for cases with tax splits to ensure a more precise allocation.
New automations based on metadata (file name, upload name, client name) can now be implemented. For example, our Automation-Boost team can implement complex automations for you, such as the assignment of cost centres based on file names.
Would you like more information about our Automation Boost? Contact us at customers@finmatics.com
The export through DATEV “Buchungsdatenservice” now supports the ‘Unit’ field for clients who use the SKR14 chart of accounts for agricultural and forestry businesses.
Finmatics now uses data from Swiss QR codes for automation.
The payment part is standardised in the QR code and contains information such as the invoice recipient, the amount and the payment reference.
A 30% increase in processing capacity was achieved for the document centre (Scan und Trenn) and the automation centre. The loading times of the ‘Transmission’ screen have also been optimised.