Analytics & KPI
- Analytics / Finance - Turnover
- Analytics - contracts / turnover
- Analytics main menu - memberships
- Analytics - check-ins // number and utilization
- Studio key metrics
- Analytics Dashboard
Tax advisor portal
- How to activate deferred income (passive accruals) in your software
- Accounting configuration for booking rules and accounts that offers activation for multiple studios
- How to regenerate accounting data retrospectively based on a closed booking period
- How to create an export for payments using the filter for Finion Pay payments only
- Display of credit notes and postings shown in the booking export
- New logic for processing bank transactions via a clearing account
Dunning & Debt collection
- Legally compliant configuration of dunning fees and return debit fees
- Checklist: Member not appearing in the dunning run
- Validation for Dunning configuration
- Configuration of the dunning process
- Configuration of dunning rules
- Execute dunning run
Payment runs & chargebacks
- How to resolve BankConnect payout runs stuck in "Waiting for confirmation"
- Filtering of Bank statements and further processing
- Payment Reconciliation for Swiss Direct Debit Procedures (CH-DD & LSV+)
- What is the difference in claim type configuration between payment runs and payment run groups?
- Compensation options
- How to increase transparency in the allocation of bank statements in the system
Invoices
Finion Pay
- Adyen Essentials portal
- Payouts of sales made with our Payments services to my bank account and deposits
- Order, exchange or cancel card terminal
- Activation of the card terminal
- How to activate PayPal as payment method and trouble shooting
- Overview about Payments Card-Terminal Models