Tax Consultant
- How to activate deferred income (passive accruals) in your software
- 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
- How to configure a customer collective account
- Structure of the DATEV export file
Corporate Invoices
Invoice Configuration
Refunds & Chargebacks
Credits & Contributions
Accounting & Accounts
- How booking codes are applied to product groups, products, and variants
- Adjusting the due date for manually reduced receivables
- Accounting configuration for booking rules and accounts that offers activation for multiple studios
- Cross facility sales within one tenant
- How to regenerate accounting data retrospectively based on a closed booking period
- How to create and use booking codes for products, rates, modules and flat fees to manage your accounting
Debt Collection
Dunning
- Legally compliant configuration of dunning fees and return debit fees
- Checklist: Member not appearing in the dunning run
- How to Manage Club Entry for a Member with Unpaid Dues
- Validation for Dunning configuration
- Configuration of the dunning process
- Configuration of dunning rules
Payments
- Cancelling a payment run
- How to resolve BankConnect payout runs stuck in "Waiting for confirmation"
- How automated SEPA direct debit runs work
- 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?