Finance
Manage billing and payments effectively.
By Lucy and 2 others3 authors62 articles
- Care payments user guideIn this article we explain how to use the Pay Here feature.
- Pay Here payer guideIn this article, we will explain how the payer uses the Pay Here feature.
- An incorrect rate is showing on a visitIn this article, we explain how to correct a visit if it is showing an incorrect rate.
- Contribution set upIn this article, we explain how to set up contributions and split invoices for service users and clients.
- What is a supplement?In this article, we explain what a supplement means on your invoice or payroll.
- Add or delete ad hoc paymentIn this article, we explain how to add or remove an ad hoc payment.
- Add an expense to service user visitsIn this article, we explain how to add an expense to a service user's visit.
- Exclude the travel time planning rule from a service userIn this article, we explain how to exclude the travel time planning rule for a service user.
- Recommended header and footer specificationIn this article, we explain the recommended header and footer specification.
Holiday
Manage holiday pay and accruals.
- Visits not showing public holiday rateIn this article, we explain how to resolve when the public holiday rate isn't showing on visit on planning screen.
- Holiday paying more than accruedIn this article we explain what to do when holiday pay exceeds the holiday entitlement amount.
- Unable to make changes to holiday recordIn this article, we explain how to solve error clashing visits occurring, and being unable to amend holiday records.
- View public holiday ratesIn this article, we explain how to view public holiday rates.
- Add, edit or delete public holiday datesIn this article, we explain how to create, edit and delete bank holiday dates.
- Apply time offset to public holidaysIn this article, we explain how to apply an offset rule to public holidays.
Invoice
Create and manage service invoices.
- Create an invoice run and periodIn this article, we explain how to create invoice runs with periods.
- Add bank details to invoiceIn this article, we explain how to add bank details to your invoices.
- Quickbooks online for invoicingIn this article, we explain how to import Quickbooks online for invoicing.
- Create or amend an invoice formatIn this article, we will explain how to create or amend an invoice format.
- Add ad hoc notes to invoicesIn this article, we explain how to add ad hoc notes to invoices.
- Manage ad hoc invoicesIn this article, we explain how to add, find and delete ad hoc invoices.
- Apply and increasing public holiday invoice ratesIn this article, we explain how to change the invoice rate for public holidays.
- Visits missing on invoice after changing the service funder's invoice runIn this article, we explain how to resolve visits not appearing on the invoice after changing the funder's run.
- Change what invoice run a funder is onIn this article, we explain how to change which invoice run a funder is on.
- Invoice rate showing as £0 on visitsIn this article, we explain why your visit is showing as £0 and how to resolve this.
- Remove supplements from an invoiceIn this article, we explain how to remove supplements from an invoice.
- Create and allocate an invoice rate sheetIn this article, we explain how to create and allocate an invoice rate sheet.
- Change invoice logoIn this article, we explain how to change your invoice logo.
- Export an invoiceIn this article, we explain how to export invoice data to Excel.
- View all the invoices for one service userIn this article, we explain how you can view all the invoices for one service user.
- Credit an already issued invoiceIn this article, we explain how to credit an already issued invoice.
- Attach an invoice rate export format to an invoice runIn this article, we explain how to attach an invoice rate export format to an invoice run.
- Change invoice delivery methodIn this article, we explain how to update how invoices are delivered to invoice contacts.
- Update invoice payment statusIn this article, we explain how to manually update your invoice payment status or automatically track payments through Access PaySuite.
- Split invoice rates across timeframesIn this article, we explain how to split invoice rates when visits span different time bands or rate periods.
- Amend the invoice number the system starts withHow to amend the invoice number that the system starts with.
- Cancelled visit showing on the wrong invoice periodIn this article, we explain how to amend an invoice if a cancelled visit is showing.
Payroll
Manage payroll processing and calculations.
- Create a payroll run and periodIn this article, we explain how to create payroll runs with periods.
- Generate and accept payrollIn this article, we explain how you can generate and accept your payroll.
- Employee not showing on payrollIn this article, we explain what to do when you have an employee that isn't showing on your payroll.
- Export payrollIn this article, we explain how to export payroll data to Excel.
- Change payroll logoIn this article, we explain how to change your payroll logo.
- Pay rate not pulling through to visitIn this article, we explain why your pay rate invoice is not pulling through.
- Create and amend a gross payslip formatIn this article, we explain how to create or amend a gross payslip format.
Invoice & Payroll
Handle payroll and invoice tasks.
- Set duration overrides for invoice or payrollIn this article we explain how to create and set duration overrides for invoice rate or pay rate sheets.
- Invoice or payroll generation failedIn this article, we explain how to solve a failed payroll or invoice generation.
- Visit changes not pulled through to invoicing/payrollIn this article, we explain what to do when you've made changes to visits, but it hasn't pulled through on payroll/invoicing.
- Amend invoice and payroll periodsIn this article, we explain how to amend invoice and payroll periods.
- Determine if payroll or invoicing is charged for actual time or planned timeIn this article we explain, how to check if payroll or invoicing is charged for actual time or planned time
- Invoice/Payroll not showing any hours for some visitsIn this article, we explain why payslip hours may not be showing for some visits.
- Copy a revision via payroll and invoice rate sheetsIn this article, we explain how to copy a revision via payroll and invoice rate sheets.
- Apply and increase public holiday rateIn this article, we explain how to apply and increase the public holiday rate.
- Override a pay and invoice rateIn this article, we explain how to override a pay and invoice rate.
Visit reconciliation
Fixing and managing reconciled visits.
- Unable to reconcile visitsIn this article, we explain how to solve errors when reconciling visits.
- Manually reconcile visitsIn this article, we explain how to manually reconcile a visit individually or in bulk.
- Bulk un-reconcile visitsIn this article, we explain how to bulk un-reconcile visits.
- Amend the actual time of a visit which has been reconciledIn this article, we explain how to amend the actual time of a reconciled visit.
Travel & Mileage
Managing travel-related payments and settings.
Payroll compliance
Ensuring payroll meets legal and system rules.