i-Account & i-Neighbour Integration Guide

Tuesday, June 22, 2021 TimeTec 0 Comments



 
Introduction
i-Neighbour and i-Account are two different systems, but all the information of these two systems is developed to synchronise. One of the crucial features for the owner/resident is the i-Neighbour e-Billing. This feature in the i-Neighbour Smart Community System aims to assist the Management and the Residents of the neighbourhood to manage their invoices or any payments. 

With e-Billing, the Management issues all the billings using i-Account and upload them into i-Neighbour for the residents/owners to view their invoices, statements and receipts. This feature enables the Management to provide invoices to the residents without snail-mailing them, and residents can likewise pay their fees through the smartphone.
Below is the summary table for the documents that have integration between i-Neighbour and i-Account.

Summary Table


How to Upload Invoice

a. Batch Invoice 
1. Batch Invoice - Click Upload (↑) icon. Once invoices are uploaded to i-Neighbour, the (↑) icon will be hidden in the listing. 
Additional note: The same upload function is also applicable in the Late Payment Interest page. 

b. Direct Sales Invoice
1.  Direct Sales Invoice - When entering the invoice, tick the checkbox for “Upload Invoice” (Ticked by default).

2. If you unticked the Upload checkbox during invoice entry, you can still upload the previous invoices that have already been issued. Go to Accounting > Sales > Inquiries > Customer Transaction Inquiry and click on the Upload (↑) icon (The upload icon is only displayed for invoices that have not been uploaded to i-Neighbour yet; it will be hidden if successfully uploaded).

c. Admin & User Login View
1. Admin web login - View at E-Billing > Invoices


2. Email to User - Email is sent to the owner/resident with invoice details and download link (pdf).


3. User web login - View at My Account > E-Billing > Invoice & Payment


How to Upload Official Receipt

a. Upload During Customer Payment Entry
1. Customer Payments - When entering receipts, please make sure that the checkbox for “Upload Invoice and Payment” is ticked. When the checkbox is ticked, and you click the “Add Payment” button, the receipt will be entered automatically into the system. Furthermore:
    : Invoice has not been uploaded to i-Neighbour previously - Upload Invoice & Payment             details (and Official Receipt) to i-Neighbour
    : Invoice already uploaded to i-Neighbour – Upload Payment details only (and Official             Receipt) to i-Neighbour

2. Payment details are synced to i-Neighbour.

b. Admin & User Login View
1. Admin web login- View at E-Billing > Invoices > Payment Received



2. User web login - View at My Account > E-Billing > Payment History

3. User app login- View at E-Billing. Status for the invoice will change to Paid once the payment is updated. Click on the receipt number to view/download the receipt (pdf).



c. Upload Later (If Not Uploaded During Customer Payment Entry) 
1. If the receipt was not uploaded to i-Neighbour during the initial customer payment entry, you can upload the receipt at another page. Go to Sales > Transaction > Allocate Customer Payments or Credit Notes page.  

2. Select the Owner.

3. Tick the checkbox “Show Settled Items” to display a list of all payments for the owner. Search for the payment that needs to be uploaded.

4. Click on the Allocate icon.

5. On the Allocation page for the selected payment, please ensure that the “Upload Invoice and Payment” checkbox is ticked. You do not edit any other details of the payment; just click the “Process” button at the bottom of the page. The system will upload the Payment details (and Official Receipt) to i-Neighbour.

6. Once updated the payment inside i-Account, Admin can check the invoice statuses inside i-Neighbour at e-Billing Module. 

How to Upload Account Statement
1. Account Statement - Login to i-Account and go to Property > Account Statement. Click on the Upload (↑) icon to upload the generated Statement of Account into i-Neighbour. 

2. Admin web login- View at E-Billing > Account Statement

3. User web login- View at My Account > E-Billing > Account Statement

4. User app login- View at More > Billing Info > Account Statements


How to Upload Statement Cum Invoice
1. Statement cum Invoice (SCI) - Login to i-Account and go to Property > SCI Batch Invoice. Click on the upload icon (↑) to upload SCI into i-Neighbour. The upload icon will be hidden once you have uploaded the batch. 

2. Admin web login- View at E-Billing > Statement Cum Invoices 

User app login- View at E-Billing > Statement Cum Invoice 


Note: If some of the screenshots or steps viewed here are different from the ones in the current system, this is due to our continuous effort to improve our system from time to time. Please notify us at info@fingertec.com, we will update it as soon as possible.



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How to Generate Account Statement in i-Account and Upload it to i-Neighbour.

Tuesday, June 22, 2021 TimeTec 0 Comments



Introduction 
A Statement of Account (SOA) is a great way to provide owners with a recap of the charges billed to them and the payments already made. Furthermore, SOA can also be used as a tool for payment reminder as it informs the owners of their outstanding account balance.

Thus, to ensure that owners have updated information on their account status, Admin can generate an SOA using i-Account and upload the document to i-Neighbour. Once uploaded, owners can view their SOA in i-Neighbour’s e-Billing > Account Statement page through the web or mobile app. 

Admin can follow the below steps to generate and upload the Account Statement:

How to Generate SOA in i-Account
Step 1

To generate SOA, go to Property > Account Statements .

Step 2
Click on the “+Account Statement” button to generate a new SOA. 



Step 3
You will be directed to the Add Account Statement page. Fill in the details and select from the list of options provided:

Select Customer by:

Admin has the option to generate SOA by:

i) Customer (Select Single Customer)

ii) Customer Group (Based on the Customer Group that have been assigned previously)

Start Date & End Date

Select the Start and End dates. The SOA will display the details of all debits and credits (billings to and payments from the owner) during this specific time period. There will be a balance b/f or beginning balance on the Start Date.

Auto Upload to i-Neighbour

Enable this to automatically upload the SOA to i-Neighbour as soon as it is generated. This will skip the need to manually click on the upload button in the listing.

Type of Statement:

Admin can select from the two types of SOA which are:
i) Statement of Account (Shows debit and credit arranged by date)

ii) Statement of Account for Unit (Shows allocations of receipts/credit notes against invoices).


You can also generate both of these statements for your checking at the Reports module.

Address to be Shown:

There are two options for the address: 

i) Property Address 

ii) Mailing Address




Step 4
Once complete, click on the “Add” icon at the bottom of the page to generate the SOA.

Step 5
After the SOA is successfully generated, it will be listed on this page. You can view, upload or delete the SOA by clicking on the respective icons.

Step 6
If you already uploaded the SOA to i-Neighbour, the upload (arrow) icon will be hidden, for example:

Sample Statement of Account for Unit

Sample of Statement of Account

How to View SOA in i-Neighbour
Admin or Residents/owners can view the SOA at the e-billing module in the i-Neighbour app or website once Admin uploads the SOA to i-Neighbour.  

a) Website (Admin Login)
Step 1 

Login to i-Neighbour website and go to e-Billing module > Account Statement.  

Step 2
All the uploaded Statement of Account will be displayed on this page and Admin can filter according to their preference. Admin can click the “View” icon to view the Statement of Account. 

b) i-Neighbour Mobile App (Resident/Owner) Login
Step 1
Login to i-Neighbour App and tap on “More” icon as the below example:

Step 2
Once you have selected the “More” menu, then go to Billing Info and select Account Statements. 

Step 3
On the Account Statements screen, Residents/Owner can view a listing of all the SOA uploaded by the Admin. Tap on one to view/download a copy (pdf) of the SOA.


Note: If some of the screenshots or steps viewed here are different from the ones in the current system, this is due to our continuous effort to improve our system from time to time. Please notify us at info@fingertec.com, we will update it as soon as possible.






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[Admin Guide] i-Neighbour - Import Working Days & Public Holidays

Monday, June 21, 2021 TimeTec 0 Comments



Introduction
While some offices have the same office hours and public holidays, some holidays may only apply to a specific state. 
This article shows how to set up working hours and public holidays. This feature is useful for Key Collection, Joint Inspection and Developer Appointment.

Process
1. Go to Admin page > Community > Setting > Working Days & Public Holidays

2. Click Import Holiday

3. Select Country and Year.



4. Once done, public holidays for the selected countries and years will show. Click the holidays that apply to your community and click submit.


5. Now your calendar has been set with its public holidays.

If you are still having problems after completing all of the steps stated above, please contact us via support@i-neighbour.com. 
 
Note: If some of the screenshots or steps viewed here are different from the ones in the current system, this is due to our continuous effort to improve our system from time to time. Please notify us at info@i-neighbour.com, we will update it as soon as possible.




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Have any questions or inquiries about FingerTec? Drop your input here.