New Feature for the "Bank Transactions" Module
New "In Work" Filter in the "Transfers" Overview
Improved "Invoice Type" Filter in the "Transfers" and "Invoices" Views
Improved Automation of Cost Centers for DATEV Customers
If a bank statement is not fully read by Finmatics, you can now report this directly to our support team at support@finmatics.com. Our support team has the capability to train a custom model specifically for you. This feature is available to customers with active support packages (Silver/Gold).
Your Advantage:
With a specially tailored model, even complex bank statements that were previously not fully recognized can be accurately processed. This allows for even greater automation and efficiency in your invoice approval workflow.
In this article, you can learn how to process bank transactions with Finmatics:
👉How to process Bank Transactions with Finmatics
You can now filter invoices in the "Transfers" overview that are currently being processed (e.g., by models or other machine processes). These invoices are assigned the status "In Work," giving you full transparency over all ongoing operations.
Your Advantage:
You maintain a clear overview of the current processing status of your invoices.
You can now filter by multiple time periods in the Training Center:
Your Advantage:
The more flexible time period selection allows you to search for Training Center tasks more precisely and in greater detail. This helps you maintain an overview and manage your training data more efficiently.
The "Invoice Type" filter has been enhanced to make it easier to identify different document types. From now on, the booking entity and the booking category/name will also be displayed.
Your Advantage:
The expanded display provides a clearer overview, allowing for faster and more targeted filtering of the desired invoice types.
From now on, the cost center information will be automatically transferred when importing training data for the training of automated cost center assignment.
Your Advantage:
By integrating the cost center information from the training data, the cost center prediction is already pre-trained, significantly simplifying and speeding up your workflows.
Important:
Activate the cost center prediction in the "Settings" section if you wish to use this feature.
In this article, you will find information on how to automate cost centers and cost units:
👉How can I import and automate cost centers and cost units?