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1. Introduction
Finance Settings is the place to set up the connection between Seamless and the Accounting system that the client is using. Once integrated, Seamless sends policy payment/installment to the Accounting system. On the other way around, invoices/receipts of the booking are sent back and recorded in Seamless.
At the moment, Seamless only supports the integration with:
Quickbooks
24SevenOffice
Tripletex
Users must complete the setup form in order to create the connection.
Pre-requisites
Users with “View finance settings” permission can access the page in read-only mode. In order to update the settings, they must have “Manage finance settings” permission.
Users click on the cogwheel icon in the top right corner and choose the menu “Finance settings”.
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Fields
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Description
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Connection Details
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It consists of the connection information required for the integration.
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Handling Fee
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In this section, user can setup the way Admin/Handling fee is charged, Fee Type can be:
No handling fee
OneHandlingFeePerPolicy
HandlingFeePerCustomer
The display name of Handling Fee and Fee Refund can also be changed. They can be found in Policy Payment Schedule section and in Accounting system.
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Commission Product
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Users can change the display name of commission records in this section. The display names can be found in Accounting system.
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Welcome to the Finance Settings User Guide. This guide will help you navigate and configure the financial settings of your tenant, ensuring that you can manage your finances effectively.
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2. Prerequisites
Before you proceed with managing finance settings, make sure you have the following information and requirements ready:
Your permission on Seamless (View finance settings and Manage finance settings)
You credential of the Accounting system or Billing system
A clear understanding of the new settings.
3. Payment distribution Settings
Refer to the subpage.Payment distribution settings
4. Accounting provider
Refer to the subpage Accounting Provider
5. Billing provider
Refer to the subpage Billing providers