Release Notes 14.06.2024

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:

• Update in the Invoice Approval Workflow

• Optimized folder synchronization for DATEV MyTax

   

Update in the Invoice Approval Workflow: Flexible approval process for invoices

You can now decide for yourself when the approval process for your invoices should begin. You can choose whether the approval starts immediately after uploading the invoices or only after additional steps such as capture or confirmation. This flexibility helps you better tailor the process to your needs and handle your invoices more efficiently.

In this screenshot you can see which starting points of the workflow process can be selected: 

This graphic illustrates the approval process for you:

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.

Optimized folder synchronization for DATEV MyTax

There is an improvement to folder synchronization for DATEV MyTax. From now on, the data from the previous year will be synchronized regardless of whether the current financial year has already been created. This optimization ensures that your data is always up to date and makes it easier to manage and access tax-relevant documents from the previous year. With this improvement, we offer you even more reliable and efficient data management.

In this article you can read how to use DATEV MyTax for Finmatics.