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Finance

Useful information relating to finance

Create or amend an invoice formatIn this article, we will explain how to create or amend an invoice format.
Manage ad hoc invoicesIn this article, we explain how to add, find and delete ad hoc invoices.
Reconcile a visitIn this article, we explain how you can reconcile visits.
Generate and accept an invoiceIn this article, we explain how to generate invoices for a period.
Generate and accept payrollIn this article, we explain how you can generate and accept your payroll.
Create a payroll run and periodIn this article, we explain how to create payroll runs with periods.
Add a service user type to a rate sheetIn this article, we explain how to add service user types to rate sheets.
Travel isn't being calculated in payrollAdvice and guidance when your payroll isn't calculating travel.
Set duration override for invoices and payrollIn this article we explain how to set up duration override for invoice and payroll.
Print an individual invoiceIn this article, we explain how to print an invoice for an individual time period.
Create an invoice run and periodIn this article, we explain how to create invoice runs with periods.
Invoice or payroll generation failedIn this article, we explain how to solve a failed payroll or invoice generation.
Payroll and invoice runs or periods missingIn this article, we what to do if you're not seeing your payroll or invoice data.
Unable to reconcile visitsIn this article, we explain how to solve errors when reconciling visits.
An incorrect rate is showing on a visitIn this article, we explain how to correct a visit if it is showing an incorrect rate.
View public holiday ratesIn this article, we explain how to view public holiday rates.
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.
Apply and increase public holiday rateIn this article, we explain how to apply and increase the public holiday rate.
National minimum wage calculationIn this article, we explain how to enable and calculate national minimum wage.
Apply time offset to public holidaysIn this article, we explain how to apply an offset rule to public holidays.
Override a pay and invoice rateIn this article, we explain how to override a pay and invoice rate.
Add or delete ad hoc paymentIn this article, we explain how to add or remove ad hoc payments.
Change invoice logoIn this article, we explain how to change your invoice logo.
Change payroll logoIn this article, we explain how to change your payroll logo.
Apply and increasing public holiday invoice ratesIn this article, we explain how to change the invoice rate for public holidays.
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.
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.
Integration of Google MapsIn this article, we explain how Access Care Rostering integrates with Google Maps.
Update invoice payment statusIn this article, we explain how to manually update your invoice payment status or automatically track payments through Access PaySuite.
Change invoice delivery methodIn this article, we explain how to update how invoices are delivered to invoice contacts.
Credit invoices affected by rate sheet changesIn this article, we explain the steps to credit and regenerate invoices when rate sheet values are updated.
Credit and revise fixed invoicesIn this article, we explain the steps to credit and revise fixed invoices, including how to manage back-dated rate changes.
Credit an invoiceIn this article, we explain how to correct, adjust, or refund an invoice.