Most of the Finmatics Autonomous Accounting actions can only be executed after the required Finmatics Master Data (Vendors and at least G/L Accounts or Items) have been activated and synchronized.
Basically, the Business Central System is the leading system (with a few exceptions). Therefore, if master data is changed via the Finmatics Web Frontend, this does not affect the data stored in Business Central.
Required Master Data
Finmatics Vendor Synchronization
Via this page you can create or update the Finmatics Business Partners based on the Business Central Vendors.
Finmatics G/L Account Synchronization
Via this page you can create or update the Finmatics Accounts based on the Business Central G/L Accounts.
Only G/L Accounts with Account Type Posting are considered.
Finmatics Item Synchronization
Via this page you can create or update the Finmatics Accounts based on the Business Central Items.
Optional Master Data
Finmatics Dimension Synchronization
Via this page you can create or update the Finmatics Dimensions based on the Business Central Dimensions 1 to 6 (according to the General Ledger Setup).
Only Dimensions with Type Standard are considered.
Finmatics Project Synchronization
Via this page you can create or update the Finmatics Cost Keys based on the Business Central Projects.
Synchronization Pages
All synchronization pages are structured identically. The screenshots below show the Finmatics Vendor Synchronization.
The pages can be accessed via the Finmatics Setup in the Master Data area, or by clicking on the corresponding Status field.
For more information, see Setup, Finmatics Setup.
Fields
View
Specifies which data should be displayed on the page.
No.
Specifies the value stored in Business Central.
Name/Description
Specifies the value stored in Business Central.
Sync. Status
Indicates the current status of the synchronization.
Sync. Action
Indicates which action a (re)synchronization performs at Finmatics.
The following applies to the Finmatics Vendor Synchronization:
The field also indicates if a new Partner has been created by Finmatics, which now can be created as a Vendor via the Create in Business Central action.
Sync. Error Message
Specifies technical details in case of an error.
Last Sync.
Specifies the last date and time when the Business Central record was synchronized with the Master Data at Finmatics.
Last Sync. User ID
Specifies the ID of the user who performed the last synchronization.
Finmatics No.
Specifies the number with which the G/L Account or the Item is stored at Finmatics.
Master Data ID
Specifies the ID assigned by Finmatics for the Master Data.
Actions
Synchronize Data
Synchronizes the selected records. This creates or updates the Master Data at Finmatics based on the Business Central Master Data. The synchronization takes into account all selected lines except the synchronization exceptions.
Open in Web Frontend
Opens the record overview in the Finmatics Web Frontend.
Create Exception
Creates a Synchronization Exception for the selected records. Records for which a synchronization exception exists will no longer be synchronized with Finmatics.
Note
Records that have already been created at Finmatics will not be deleted at Finmatics. Use the Delete Data at Finmatics action if you want to delete the records at Finmatics.
Remove Exception
Removes the Synchronization Exception for the selected records.
Card
Opens the Card for the selected record.
Create in Business Central
Creates a new Vendor in Business Central based on this Finmatics Business Partner.
Note
Basically, the Business Central System is the leading system.
However, it may be that business partners are created by the Finmatics system or a Finmatics processing user. If there are new business partners in Finmatics, you will receive a notification and then you can use this action to create the business partner in Business Central.
Delete Data at Finmatics
Deletes the data stored at Finmatics for the selected records.
If, for example, you have created G/L Accounts at Finmatics that should no longer be available in Finmatics, you can remove these records with this action.
A Synchronization Exception is automatically created for all deleted records so that they are not accidentally created again at Finmatics during the next (automatic) synchronization.
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 record. 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 information can be useful for technical support.
Deactivate Master Data
The Master Data can also be deactivated again in the Finmatics Setup in the Master Data area via the Deactivate action.
If, for example, the Projects have been activated but you no longer want Finmatics to suggest Projects, you can deactivate the Projects with this action.
For more information, see Setup, Finmatics Setup.
Master Data
