i-Account & i-Neighbour Integration Guide

i-Account & i-Neighbour Integration Guide

Introduction
i-Neighbour and i-Account are two separate applications, but the integration between these two systems enables certain debtor information such as billing and payment to be synchronised.


After you generate residents' invoices, receipts and statements in i-Account, you can upload these to i-Neighbour > E-Billing module. Residents can then login to the i-Neighbour app > E-Billing to check latest account balances and download their invoices, receipts and statements. Furthermore, if there is a subscription to payment gateway services, residents can also pay their bills through the app and the system will auto-generate receipts in i-Account.

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 / Late Payment Interest 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 - At the invoice entry page, “Upload Invoice” checkbox is unticked by default. Tick the checkbox to upload the invoice to i-Neighbour once you click "Place Invoice".


2. If you do not choose to upload immediately 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, the checkbox for “Upload Invoice and Payment” is ticked by default (compulsory upload). Once user clicks the “Add Payment” button, the receipt will be uploaded to i-Neighbour.


Additional note: The receipt document is only uploaded to i-Neighbour if it is allocated to at least 1 invoice.


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. Allocate Customer Payments or Credit Notes
1. If the receipt was not uploaded to i-Neighbour during the initial customer payment entry, it will be uploaded during allocation. Go to Sales > Transaction > Allocate Customer Payments or Credit Notes page.

Additional note: The upload function applies to all credit documents (customer payment, credit note, credit journal entry) allocated to invoices.


2. Select the Owner. Click Allocate icon.


3. On the Allocation page, the “Upload Invoice and Payment” checkbox is ticked (compulsory upload). Allocate the payment to invoices at "This Allocation" column, then click the “Process” button. The system will upload the receipt to i-Neighbour.




4. Admin can check the invoice status and payment details inside i-Neighbour > E-Billing module. 


How to Upload Account Statement
1. Login to i-Account and go to Property > Invoice > Account Statements. 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 (SCI)
1. Login to i-Account and go to Property > Invoice > 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. 


3. 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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