FEAT-004: Financial Management
Purpose
Invoicing, payment processing, and financial integration for exam fees, membership fees, and firm reporting fees.
Business Value
Provides seamless financial operations including invoice generation, payment processing, QuickBooks sync, and fee management.
Connected Records
| Record | Summary | Release |
|---|---|---|
| EPIC-024 Invoice Generation | Creation of invoices for exams, membership, cancellation fees, etc. Line item management. | REL-2026-12-01 |
| EPIC-025 Payment Processing | Stripe integration for credit card payments. Payment status tracking. Receipt generation. | REL-2026-12-01 |
| EPIC-026 QuickBooks Integration | Two-way sync of invoices, payments, and customer records with QuickBooks Online. | REL-2026-12-01 |
| EPIC-027 Firm Self-Invoicing | Firms report monthly audit totals and auto-generate their own invoices based on per-audit fee. | REL-2026-12-01 |
| EPIC-028 Anomaly Detection | Flagging of unusual self-reported figures (e.g., significantly lower than historical average). | REL-2026-12-01 |
| EPIC-029 Bulk Credits & Drawdown | Firms pay lump sums; individual auditor fees draw down from credit balance. | REL-2026-12-01 |
| EPIC-030 Membership Fee Processing | Annual membership fee invoicing. Inactive member discounts. Fee waivers and adjustments. | REL-2026-12-01 |
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|---|---|---|
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| Record | Statement |
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