The Finmatics Connector adds the Finmatics AI-based document capture functionality to Microsoft Dynamics 365 Business Central.
Navigation
The Finmatics Connector is integrated into the Accountant and Accounting Manager roles, but can be accessed from any role via the Search function.
For more information, see Working with the App, Role Center Integration.
Fields, actions, pages and reports originating from the extension are labeled with Finmatics.
The search terms "finmatics", "nvxfa", "ncfa" and "navax" are also recognized by "Tell me what you want to do".
Note
The Finmatics Connector was developed with the prefix NCFA resp. NVXFA.
NCFA resp. NVXFA stands for NAVAX Consulting resp. NAVAXFinmatics Connector.
Permission Sets
The following permission sets are available for the Finmatics Connector:
Name
Description
NVXFA
Finmatics Connector
You need these permissions to use the Finmatics Connector.
NVXFA, SETUP
Finmatics Connector Setup
You need these permissions to set up the Finmatics Connector.
For more information, see Setup, Finmatics Setup.
Extend existing Permission Sets
Important
Note that users who edit G/L Accounts or Vendors need the following additional permissions when the Finmatics Connector extension is installed:
Setup, Finmatics Setup Before the Finmatics Connector can be used, its basic functionality must be set up...
Working with the App, Role Center Integration The Finmatics Connector is integrated into the Accountant and Accounting Manager roles, but can be accessed from any role via the Search function...
Finmatics Connector
