Release Notes 01.11.2024

New features in this release:

• Extended functions for bank transactions: flexible addition and Excel export

• Finmatics REST API - Optimised request limits

• Optimisation of the approval workflow: New columns and filters in the approval screen 

Extended functions for bank transactions: flexible addition and Excel export

The bank transactions feature has been enhanced and now allows adding additional lines to flexibly adapt and extend the existing data.

It is now also possible to download bank transactions as an Excel format file for convenient checking or further processing.

The screenshot illustrates how flexibly new rows can be added:

The screenshot shows how a report of bank transactions can be downloaded in Excel format:

You can find more information in the support center under the following article:

Finmatics REST API - Optimised request limits

To ensure the security and performance of the Finmatics REST API, a rate limit of 20 requests per second has been introduced.

This limit is continuously monitored and will be adjusted in future as required. If an integration exceeds the defined request rate, it is automatically throttled after a certain period of time.

👉 First steps with the Finmatics Rest-API

Optimisation of the approval workflow: New columns and filters in the approval screen

New columns and filters have been added as part of the ongoing optimisation of the approval screen. These enhancements are aimed at increasing user-friendliness and enabling more efficient management of information.

The new elements include:

• Label at header level
• Label at item level
• Business partner bank
• VAT ID number
• External invoice number

This screenshot shows the new filters:

This screenshot shows the new columns: