Trash Screen – Documents now archived for 7 years also if moved to the trash
If you delete a document in Finmatics, the document moves to the trash. You can restore your invoices from the trash. Finmatics now archives documents for 7 years in the trash instead of 2 weeks. Furthermore, there is now a client filter for deleted invoices
Archive Screen – New table design
You can find documents exported from Finmatics in the „Archive“. As part of our redesign initiative, we have implemented a new table design.
Workflow Screen – Verification Status
In the workflow screen, you can now see the verification status of the document.
Invoice Detail Screen – Display of cash Invoices – Account Balance
The account balance (legacy feature) for cash invoices was removed from the screen.
Technical configurations – Partner Bank Object
Finmatics assigns Banks (bank objects) to invoice objects. In case a user verifies an invoice with an IBAN and the verified IBAN is not present in the master data, Finmatics can automatically create a partner bank. This feature is configurable by technical support (configuration option: DisableNewEntries). In case this is used often, we will also move it to the frontend.