Payments
- Maturities/service period and direct debits
- Add Special Direct Debit Mandate Format for Swiss Customers
- Adjusting the information displayed for the SEPA mandate
- Automatic import of bank transactions
- BankConnect and PSD2
- Collection of claim types based on payment run groups
Tax Consultant
- What appears in the Cash Flow section?
- Accounting configuration for booking rules and accounts that offers activation for multiple studios
- Differences in cash flow between the cash register closure and the export from the tax advisor portal
- Display of credit notes and their postings in the booking report
- Export my accounting from Magicline
- GoDB compliance of Magicline and IDW PS 880 audit
Refunds & Chargebacks
Debt Collection
- Case closure reasons from Debt Collection partners
- Collection run
- Collection transfer at the member
- Guidelines for handling debt collection XML-files
- How to configure the software settings for handling unrecoverable claims from your debt collection partner
- Manual debt collection export and import
Dunning
- Add another dunning level to your dunning configuration
- Checklist: Member not appearing in the dunning run
- Collection Settings: Behavior for closing cases and automatic contract termination at purchase limit
- Configuration of dunning rules
- Configuration of the dunning process
- Configuration of the dunning run planning
Credits & Contributions
- Behavior of credits on member account during contract cancellation or contract change
- Compensation options
- Create and manage installment plans
- Creating and Customising Individual Instalment Plans
- How to create compensations
- Pay consumption credit via reversible payment methods
Invoice Configuration
Accounting & Accounts
- Adjusting the due date for manually reduced receivables
- Cross facility sales within one tenant
- How to create and use booking codes for products, rates, modules and flat fees to manage your accounting
- How to manage compensations
- How to setup a new configuration of accounting and booking rules, or edit and track changes
- New logic for processing bank transactions via a clearing account