Incoming Finmatics Documents are displayed on the Incoming Finmatics Documents page and 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. Once all fields are captured and/or predicted, and if no discrepancies are detected, documents are automatically ready for creation in Business Central. Use the Receive (Update) action to retrieve the current Finmatics Documents and their current status.
Fields
View
Specifies which data should be displayed on the page.
Creation Date and Time
Displays when the document was created or uploaded to Finmatics.
Document Type
Displays the value that Finmatics has determined for the document.
Status
Displays the status the Finmatics Document is in or was in when the Receive (Update) action was last called.
Use the Receive (Update) action to retrieve the current Finmatics Documents and their current status.
Processing indicates that the document is currently being processed and analyzed by Finmatics.
Processing Error indicates that the document could not be processed.
Unverified indicates that not all fields could be determined automatically and the document has to be checked and confirmed manually.
Could not be verified indicates that the document has been set to this status via the Web Frontend.
Verified - Check Value(s) indicates that the document is basically ready for creation in Business Central, but some fields should be checked and confirmed manually to be on the safe side.
Verified indicates that the document is ready for creation in Business Central.
Note
Only documents with Status Verified or Verified - Check Value(s) may be created in Business Central.
Documents with Verified - Check Value(s) status are not considered by the automatic document creation.
Received (Updated) on
Indicates when the displayed records were last updated or retrieved.
Workflow Status
Finmatics provides its own workflow for checking incoming documents. If this workflow is used, the field shows the current workflow status.
Note
Only documents with Workflow Status Approved or Skipped may be created in Business Central.
Invoice No.
Displays the value that Finmatics has determined for the document.
Invoice Date
Displays the value that Finmatics has determined for the document.
Partner Number
Displays the value that Finmatics has determined for the document.
Partner Name
Displays the value that Finmatics has determined for the document.
Order Numbers
Displays the value that Finmatics has determined for the document. Click on the field to view the Orders.
Amount Including VAT
Displays the value that Finmatics has determined for the document.
Currency
Displays the value that Finmatics has determined for the document.
Document ID
Specifies the ID assigned by Finmatics for the document.
Actions
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.
Check (Verify)
Opens the document in the Finmatics Web Frontend where it can be further edited.
Open To-do in Web Frontend
Opens the To-do overview in the Finmatics Web Frontend.
Create in Business Central
Creates the selected Finmatics Documents in Business Central. Only documents that are ready for creation (Status = Verified or Verified - Check Value(s)) are considered. Once a Finmatics Document is created in Business Central, it is removed from this view. If a created document is deleted, it will appear again in this view after the data is updated.
Note
If a document has been created in Business Central, changes in the Finmatics Web Frontend no longer affect the created document. However, you can delete the created document in Business Central at any time and create it again afterwards.
Create and Open in Business Central
Same as Create in Business Central action but opens the document as soon as it is created. It is not possible to select multiple documents here.
FactBoxes
Created Documents
In this area, additional information such as the number of documents already created but not yet posted is displayed.
Created Invoices
Specifies the number of Finmatics Documents that have already been created as a purchase invoices in Business Central but have not yet been posted.
For more information, see Working with the App, Purchase Documents.
Created Credit Memos
Specifies the number of Finmatics Documents that have already been created as a purchase credit memo in Business Central but have not yet been posted.
For more information, see Working with the App, Purchase 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.
Upload
This area provides a Dropzone that can be used to upload new documents to Finmatics via drag and drop. You can view or set up the settings and defaults for the Dropzone via the Dropzone Setup action.
For more information, see Setup, Dropzone Setup.
Note
In Business Central 14 this area is only available in the Web Client.
Support, Actions
Show Detailed Data
Displays detailed information about the data stored at Finmatics. The information can be useful for technical support.
Show Service Log Entry
Displays the Service Log Entry for the last time the records were received. The information can be useful for technical support.
For more information, see Archive, Finmatics Service Log.
Show Request/Response
View detailed information about what has been sent to and returned from the service the last time the records were received. The information can be useful for technical support.
View the system commands that will be sent to the service in the background during the next update of the incoming documents. The information can be useful for technical support.
Which fields are transferred?
The following fields are transferred from the Finmatics document when a Business Central document is created:
Quantity
If no quantity is specified, the quantity is automatically set to 1.
Gross Amount or Net Amount
Direct Unit Cost
Depending on whether prices in the document are specified with or without VAT, either the Gross Amount field or the Net Amount field is used.
Note
The amount is divided by the quantity.
Booking Text
Description
Dimension 1 to 6
Dimension 1 to 6
This is only taken into account if the dimensions are activated.
Cost Key
Project No.
This is only taken into account if the projects are activated.
Order Numbers
Finmatics Order Numbers
The number is added to the field in the purchase header if it is not already included there.
Incoming Finmatics Documents
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. Once all fields are captured and/or predicted, and if no discrepancies are detected, documents are automatically ready for creation in Business Central. Use the Receive (Update) action to retrieve the current Finmatics Documents and their current status.
