Release Notes 15.11.2024

New features in this release:

• New function: Automated period recognition

• New feature in invoice approval: "Save Form."

• New feature for the Finmatics interface with DATEV "Buchungsdatenservice"

• API Extensions

New function: Automated period recognition

Finmatics now makes it possible to fill in the “Period” field automatically. In the upload dialog, users can select whether the period should be set manually or predicted automatically.

Note: For customers using Finmatics with DATEV, this function was already available; what is new is that in the upload dialog, users can now choose between automatic prediction and manual entry.

The screenshot illustrates the automatic completion of the period:

The screenshot illustrates the manual completion of the period:

In this article you can read how you can upload invoices via web upload:
👉How do I upload invoices via Webupload?

New feature in invoice approval: "Save Form."

A new button allows the data to be saved independently of the "Confirm" and "Decline" functions. This enables notes and comments to be added before the final approval. Information on any field changes is fully documented in the record history.

This screenshot shows the new save button "Update", which allows notes and comments to be made before the final release and logs all changes in the document history:

Here you will find information about invoice approval:
👉 Additional products/individual automation

New feature for the Finmatics interface with DATEV "Buchungsdatenservice"

Finmatics now automatically generates a batch label composed of the booking code, booking category, and the note "Finmatics." This label is transferred to the "Description" field in DATEV via the interface, making it easier to identify the source of the data directly within DATEV.

This screenshot shows the automatically generated batch name in the DATEV field “Bezeichnung” for quick orientation:

API Extensions

The Finmatics REST API has been expanded to include the fields "classificationCodes" in the form of NACE Codes and "responsibleUser". This allows accounting systems to synchronize this data with Finmatics, enabling targeted notifications (via the "Responsible User" field) and supporting industry-specific automations (NACE Code) in the future.

This article provides instructions on how to set up the REST API with Finmatics:

👉First steps with REST API