Incoming Finmatics Documents

2025/11/26 • 9 min. to read

In this topic

Fields
Actions
FactBoxes
Support, Actions
Which fields are transferred?
Related information

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.
Created at Finmatics on	Displays when the document was created or uploaded to Finmatics.
Finmatics Doc. Status	Displays the values of the Finmatics status fields (status \| controlStatus \| verificationLevel) for the document. These fields determine the value in the Doc. Creation Status field. The field is determined or updated when the Receive (Update) action is called. Doc. Creation Status The status of document creation is determined as follows: In the first step, the status value is checked: For processing the document creation status is set to Processing. For error the document creation status is set to Processing Error. For finished the controlStatus value is checked in the next step. If another value is transmitted, the document creation status is also set to Processing Error. After the status value has been checked and found to be OK, the controlStatus value is checked: For pending the document creation status is set to Processing. For error the document creation status is set to Not ready - Check Document. Other values are skipped and only checked in the next step. In the last step, the verificationLevel value is checked: For -10 the document creation status is set to Cannot verify. For 0 the document creation status is set to Not ready - Check Document. For 10 or 20 the controlStatus value is checked again: For warning the document creation status is set to Ready - Check Value(s). If another value is transmitted, the document creation status is set to Ready.
Received (Updated) on	Indicates when the displayed records were last updated or retrieved.
Document Type	Displays the value that Finmatics has determined for the document.
Invoice No.	Displays the value that Finmatics has determined for the document.
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.
Doc. Creation Status	Specifies whether Finmatics Document is ready for creation in Business Central. The status is determined via the Finmatics Doc. Status field. The field is determined or updated when the Receive (Update) action is called. Processing indicates that the document is currently being analyzed by Finmatics. Processing Error indicates that the document could not be processed. Not ready - Check Document indicates that not all fields could be determined automatically and the document has to be checked and confirmed manually. Cannot verify indicates that the document has been set to this status via the Web Frontend. Ready - 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. Ready indicates that the document is ready for creation in Business Central. Note Only documents with Doc. Creation Status Ready or Ready - Check Value(s) may be created in Business Central. Documents with Ready - Check Value(s) status are not considered by the automatic document creation.
Auto. Doc. Creation Error	Specifies whether an error during the automatic document creation has occurred.
Auto. Doc. Creation Error Message	Specifies technical details in case of an error.
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 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 (Doc. Creation Status = Ready or Ready - 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.
Service Log
View the Service Log Entries. For more information, see Archive, Finmatics Service Log.
Document Confirmations
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:

Purchase Header
Finmatics	Business Central
Partner Number	Buy-from Vendor No.
Invoice Date	Document Date and Posting Date
Due Date	Due Date
Invoice No.	Vendor Invoice No. resp. Vendor Cr. Memo No.
Currency	Currency Code
Payment Reference	Payment Reference
Booking Text	Posting Description
Amount Including VAT	Finmatics Control Amount Incl. VAT
Order Numbers	Finmatics Order Numbers

Purchase Line
Finmatics	Business Central
Account Number	No.
Tax Code and Tax Percent	VAT Prod. Posting Group For more information, see Setup, Tax Code Setup.
Unit	Unit of Measure Code
Quantity	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.