Finance
Manage billing and payment effectively.
By Lucy and 1 other2 authors30 articles
- Unable to reconcile visitsIn this article, we explain how to solve errors when reconciling visits.
- National minimum wage calculationIn this article, we explain how to enable and calculate national minimum wage.
- 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.
Invoice & Payroll runs
Create and manage payroll and invoice runs.
- Create a payroll run and periodIn this article, we explain how to create payroll runs with periods.
- Create an invoice run and periodSteps to create invoice runs and periods, set up automatic generation, and resolve issues with clients no longer appearing on an invoice run.
- Payroll and invoice runs or periods missingIn this article, we what to do if you're not seeing your payroll or invoice data.
- Invoice or payroll generation failedWhat to do if an invoice or payroll run shows a Failed status, including steps to resolve generation failures after crediting an invoice.
- An incorrect rate is showing on a visitIn this article, we explain how to correct a visit if it is showing an incorrect rate.
- 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.
- Set duration override for invoices and payrollIn this article we explain how to set up duration override for invoice and payroll.
Invoice management
Create, update, and manage invoices.
- Print an individual invoiceIn this article, we explain how to print an invoice for an individual time period.
- 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.
- 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.
- Credit invoices affected by rate sheet changesIn this article, we explain the steps to credit and regenerate invoices when rate sheet values are updated.
- Split invoice rates across timeframesIn this article, we explain how to split invoice rates when visits span different time bands or rate periods.
- Update invoice payment statusIn this article, we explain how to manually update your invoice payment status or automatically track payments through Access PaySuite.
Public Holiday Rates
Manage public holiday pay and invoice rates.
- View public holiday ratesIn this article, we explain how to view public holiday rates.
- Apply and increase public holiday rateIn this article, we explain how to apply and increase the public holiday rate.
- 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 time offset to public holidaysIn this article, we explain how to apply an offset rule to public holidays.
- Apply and increasing public holiday invoice ratesIn this article, we explain how to change the invoice rate for public holidays.
Travel
Managing travel-related payments and settings.
- Travel isn't being calculated in payrollAdvice and guidance when your payroll isn't calculating travel.
- 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.