Finmatics Connector

Interface for AI-driven document processing tool by Finmatics.
AppSource Name: Finmatics Connector

Current Version:

• 28.2.1.0 as of Business Central 28
• For older BC versions, downgrades are available.

☰ Contents

General

• Finmatics Connector
  The Finmatics Connector adds the Finmatics AI-based document capture functionality to Microsoft Dynamics 365 Business Central...
• Finmatics Access Data
  The Finmatics Connector operates exclusively in conjunction with a validated Finmatics account. Additional charges apply...

Setup

• Finmatics Setup
  Before the Finmatics Connector can be used, its basic functionality must be set up...
• Real Data Permissions
  Real Data Permissions add an additional level of security to actions and processes. This is to prevent test data from being accidentally interpreted as real data. Particularly critical actions and processes (e.g. sending data to an external service) can therefore only be executed if a real data permission has been granted for the current environment...
• Master Data
  Most of the Finmatics 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...
• Training Data
  Finmatics is machine-learning-driven and requires training data to generate good results...
• Tax Code Setup
  The Finmatics Tax Code Setup page is used to set up the VAT Prod. Posting Groups to be proposed when creating incoming Finmatics Documents in Business Central...
• Unit of Measure Setup
  The Finmatics Unit of Measure Setup page is used to set up the Unit of Measure Codes that should be suggested in Business Central instead of the units determined by Finmatics...
• Dropzone Setup
  In the NAVAX Dropzone Setup page the settings and defaults for the different Dropzones are defined...

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...
• Incoming Finmatics Documents
  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.)...
• Purchase Documents
  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...

Archive

• Finmatics Service Log
  The Finmatics Service Log page displays detailed information about what has been sent to and what was returned from the service...

Information for Developers

• Event Request

Appendix

• Optional Extensions
• NAVAX License Management
  The NAVAX License Management page (in older versions NAVAX License Overview or NCEX License Overview) displays the current license status of the NAVAX extensions...
• Installation Notes
• Release Notes