Finance
Useful information relating to finance
Create an invoice run and periodIn this article, we explain how to create invoice runs with periods.
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.
Create a payroll run and periodIn this article, we explain how to create payroll runs with periods.
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.
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.
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.
Add bank details to invoiceIn this article, we explain how to add bank details to your invoices.
Delete transport modeIn this article we explain how to delete transport modes.
Quickbooks online for invoicingIn this article, we explain how to import Quickbooks online for invoicing.
Holiday paying more than accruedIn this article we explain what to do when holiday pay exceeds the holiday entitlement amount.
An incorrect rate is showing on a visitIn this article, we explain how to correct a visit if it is showing an incorrect rate.
Invoice or payroll generation failedIn this article, we explain how to solve a failed payroll or invoice generation.
Create or amend an invoice formatIn this article, we will explain how to create or amend an invoice format.
Unable to reconcile visitsIn this article, we explain how to solve errors when reconciling visits.
Generate and accept payrollIn this article, we explain how you can generate and accept your payroll.
Add ad hoc notes to invoicesIn this article, we explain how to add ad hoc notes to invoices.
Employee not showing on payrollIn this article, we explain what to do when you have an employee that isn't showing on your payroll.
Manage ad hoc invoicesIn this article, we explain how to add, find and delete ad hoc invoices.
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.
Pay rate not pulling through to visitIn this article, we explain why your pay rate invoice is not pulling through.
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.
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 increasing public holiday invoice ratesIn this article, we explain how to change the invoice rate for public holidays.
Add or delete ad hoc paymentIn this article, we explain how to add or remove an ad hoc payment.
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.
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.
Change what invoice run a funder is onIn this article, we explain how to change which invoice run a funder is on.
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
Amend invoice and payroll periodsIn this article, we explain how to amend invoice and payroll periods.
Invoice rate showing as £0 on visitsIn this article, we explain why your visit is showing as £0 and how to resolve this.
What does the split function on pay and invoice rate sheets do?In this article, we explain what the slit function on payroll and invoice does.
Bulk un-reconcile visitsIn this article, we explain how to bulk un-reconcile visits.
View public holiday ratesIn this article, we explain how to view public holiday rates.
Remove supplements from an invoiceIn this article, we explain how to remove supplements from an invoice.
Add an expense to service user visitsIn this article, we explain how to add an expense to a service user's visit.
Invoice/Payroll not showing any hours for some visitsIn this article, we explain why payslip hours may not be showing for some visits.
Manually reconcile visitsIn this article, we explain how to manually reconcile a visit individually or in bulk.
Create and allocate an invoice rate sheetIn this article, we explain how to create and allocate an invoice rate sheet.
Create or amend an invoice formatIn this article, we will explain how to create or amend an invoice format.
Cancelled visit showing on the wrong invoice periodIn this article, we explain how to amend an invoice if a cancelled visit is showing.
Exclude service type from the national minimum wage calculationIn this article, we explain how to exclude a service type from the national minimum wage calculation.