From incoming Finmatics Documents, Purchase Invoices and Purchase Credit Memos can be created. The documents are created either via the Incoming Finmatics Documents page or directly in the overview pages. The following fields, actions and FactBoxes are available on the overview pages.
Tip
Purchase documents can also be received and created automatically.
For more information, see Setup, Finmatics Setup.
Fields
Finmatics Document
Specifies whether the document was created from Finmatics Autonomous Accounting.
Finmatics Control Amount Incl. VAT
Specifies an amount that must match the total amount of the document when posting.
The field is displayed only on the Card.
In the Finmatics Setup you can specify whether the check should be performed only for Finmatics Documents or for all Documents.
For more information, see Setup, Finmatics Setup.
Finmatics Order Numbers
Displays the value that Finmatics has determined for the document. Click on the field to view the Orders.
The field is displayed only on the Card.
Actions
Incoming Finmatics Documents
View all incoming Finmatics Documents. Documents are either uploaded manually to Finmatics or transferred via other means (email, web scan, mobile app, etc.).
For more information, see Working with the App, Incoming Finmatics Documents.
Upload
Upload new documents to Finmatics. Incoming Finmatics Documents are either uploaded manually to Finmatics or transferred via other means (email, web scan, mobile app, etc.). After uploading the document, it will be in Processing status until it has been processed and analyzed by Finmatics. Use the Receive (Update) action to retrieve the current Finmatics Documents and their current status.
Tip
Documents can also be uploaded via a zip file. Zip files are always unzipped when uploaded.
Receive (Update)
Updates the displayed records resp. retrieves the current Finmatics Documents and their current status.
Open To-do in Web Frontend
Opens the To-do overview in the Finmatics Web Frontend.
Create in Business Central
Creates all Finmatics Documents that are ready for creation (Status = Verified) in Business Central.
Note
Documents with Verified - Check Value(s) status are not considered by this action.
FactBoxes
Incoming Finmatics Documents
This area displays additional information such as the number of incoming Finmatics Documents that still need to be manually checked and confirmed or that are already ready for creation in Business Central.
To-do
Specifies the number of incoming Finmatics Documents that still need to be manually checked and confirmed. Documents are either uploaded manually to Finmatics or transferred via other means (email, web scan, mobile app, etc.). If not all fields can be determined automatically, or if discrepancies are detected, then a To-do is created and the document must be checked and confirmed manually.
For more information, see Working with the App, Incoming Finmatics Documents.
Ready for creation
Specifies the number of incoming Finmatics Documents ready for creation in Business Central. Documents are either uploaded manually to Finmatics or transferred via other means (email, web scan, mobile app, etc.). Once all fields are captured and/or predicted, and if no discrepancies are detected, documents are automatically ready for creation.
For more information, see Working with the App, Incoming Finmatics Documents.
Not sync. Master Data
Specifies the number of Master Data that need to be synchronized with Finmatics. If the automatic synchronization is enabled, the records are automatically synchronized with a delay of max. 5 minutes.
For more information, see Setup, Master Data.
Auto. Receive Documents
Indicates whether a job queue is set up to automatically receive incoming Finmatics Documents. If a job queue exists, its current status is displayed. Click on the field to set up, manage or view the Job Queue.
Attachments
When a document is created in Business Central, a document attachment is automatically added. Via the Document Attachment field in the Finmatics Setup it is possible to specify which file should be used.
For more information, see Setup, Finmatics Setup.
Finmatics Document View
In the Purchase Invoices and Purchase Credit Memos, the incoming Finmatics Document is displayed as a PDF in the Finmatics document view group.
Tip
If the mouse pointer is placed over the PDF, the view can be zoomed using the key combination Ctrl + mouse wheel. To do this, press and hold the Ctrl key and turn the mouse wheel.
The FactBox action View can be used to display the PDF in a larger view. From there, it is also possible to open the PDF via Open this page in a new window (top right) in a separate window that is detached from the current window.
Note
In Business Central 14 this area is only available in the Web Client.
Posted Documents
The following fields are available in the Posted Purchase Invoices and the Posted Purchase Credit Memos.
Finmatics Document
Specifies whether the document was created from Finmatics Autonomous Accounting.
Purchase Documents
In the Finmatics Setup you can specify whether the check should be performed only for Finmatics Documents or for all Documents.
For more information, see Setup, Finmatics Setup.
