In these release notes, we inform you about the continuous innovations and improvements to the Finmatics software. We hope you enjoy reading them.
Enhanced User Experience: Move Invoices to Different Document Types
Sorting by the "Period" Field in the Document Overview
New Automation for the "Header Text" Field
The user experience for moving invoices to different document types has been improved. Through the three-dot menu in the document detail screen, you can move invoices to various document types. An especially efficient feature is that the currently selected client is automatically preselected, making the process even easier.
In this article, you will find helpful information on how to move invoices to a different document group or client.
These screenshots illustrate this for you:
In the document overview screen, you can now sort by the "Period" field. This field can be filled manually or is automatically set based on either the invoice date or the creation date. Thanks to the new sorting function, you can now better verify the allocation directly in the screen.
The "Header Text" field can now be automatically filled in by a large language model (LLM). If you would like to activate this function, you can contact your personal advisor at any time.