In this release, we are introducing two major improvements: The "AI-Confirmation" for more efficient document processing and an updated view of clients in DATEV tokens for improved clarity and management of your clients. Both innovations aim to simplify your workday and increase your productivity.
NEW: Improved visibility and management of clients in DATEV tokens
The DATEV tokens view in Finmatics has been improved to display a list of all available clients per token. Now, you can directly see the number of available clients in the "Clients" column.
Your Added Value
This update enhances transparency and user-friendliness by clearly displaying the availability of clients in each DATEV token without the need to synchronize data.
In the interfaces section, users can expand and view the list of clients per DATEV token. You can find more information on activating the DATEV token in the Help Center:https://support.finmatics.com/aktivierung-des-datev-token
Invoice History now includes AI Approval Events
We have added a new event to our invoice history that shows if the Finmatics AI was able to do a first approval of an invoice automatically. An invoice that was verified by AI, has all the basic invoice fields populated meaning only accounting and additional optional fields have to be populated by hand.