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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.
Create and amend a gross payslip formatIn this article, we explain how to create or amend a gross payslip 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.
Add an invoice rate sheet to service funderIn this article, we explain how to add an invoice rate sheet to a service funder.
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.