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 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
- Manage accounting
- How to configure a customer collective account
Dunning & Debt collection
- Validation for Dunning configuration
- Configuration of the dunning process
- Configuration of dunning rules
- Execute dunning run
- Exclude members from dunning runs
- Collection run
Payment runs & chargebacks
- Compensation options
- How to increase transparency in the allocation of bank statements in the system
- Creating and Customising Individual Instalment Plans
- Transfer payment runs to MemberCash
- Sepa-chargeback reasons / Sepa-mapping codes
- How to manage compensations
Invoices
ML Payments
- 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
- Refund of online credit card payments