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Finance menu (Beta release)
Finance menu (Beta release)
Updated over 6 months ago

Transactions tab: A consolidated view of all financial records

The iinsight Finance menu shown has been released in a Beta version to allow for further development with client feedback. The latest current version displays 3 tabs:

  1. Transactions - a list of all financial transactions

  2. Invoices menu - with the ability to make bulk payments against a selection of invoices.

  3. Costs menu - with the ability to export to excel

Using the selection criteria (Business division, Service contract, date ranges...), and pressing GO button, the display will refresh to show only the relevant records.

Each column can be sorted by clicking on the heading, for example, invoices can be sorted by invoice number, case records by claim number etc.

Typing in part of the company name will display a list of possible companies:

Invoices tab

The invoices tab displays a subset of the transactions - invoices and payments.

  • The information icon shows further information that may be referenced via hovering over the icon - case manager, claim number...

  • The details button displays the specific information relating to the invoice or payment (same as the Details button in the Accounts tab)

  • The EXPORT button allows the displayed information to be exported to a different file format, eg, Excel. The exported file will be displayed in the "Message Center" so that the user is able to continue working while the file is reformatted.

A bulk payment option is available to enable faster payment processing of multiple invoices by following the steps 1-3.

Adding the permission to access the Finance menu is done through the Admin menu - Manage Users, User Access interface.

Costs Tab

The Costs tab displays a list of all costs that are both invoiced or uninvoiced and as defined by the settings in the top left.

The costs tab under the Finance Menu allows you to export to Excel as below:

Note: Remember that the Service Contract is linked directly to a Cost.

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