Finmatics

With GetMyInvoices, you can export incoming invoices directly to Finmatics. This saves you time and ensures that your documents are stored in one central location. This guide provides step-by-step instructions on how to set up synchronization with Finmatics.

Step 1

• Hover your mouse over your name in the top-right corner and click “Synchronization” in the dropdown menu.
• Select the plus icon (+) in the top-right corner.
• Click “Export”

Step 2

• Use the search function to search for “Finmatics”.
• Click on the Finmatics tile and then on “Next”

Step 3

• You will now be redirected.

• Enter your Finmatics login credentials

• Click “Next”

  

Step 4

• Now select your client

• Set a default transaction type; all invoices will then have this transaction type in Finmatics

• Click “Next”.

  

Step 5

You can configure the settings for exporting the documents. Via “Advanced Settings , you can specify additional criteria for the export. Then click “Next.” In our example, we’ll have the invoices archived in Finmatics after the export is complete

Step 6

• Optionally, you can limit the export period based on the invoice or import date.

• Click “Save” to start the export.

  GetMyInvoices will now automatically transfer all relevant invoices to Finmatics based on your settings.

Additionally, you can configure advanced settings directly for a company or portal in GetMyInvoices. For more information, see here: