Course curriculum

    1. Introduction to the Finance Course

    2. Helpful Tips Before Starting

    3. Finance Glossary of Terms

    4. Important Notice: Recent Interface Updates

    1. Rates Overview

    2. How to Set-up Hourly Pay Rates and Assign Them to Carers

    3. How to Create an Hourly Invoicing Rate

    4. How to Edit Pay and Invoice Rates

    5. How to Create a Service Type Rate

    6. How to Create a Fixed rate

    7. How to Create Banded Rates

    1. How to Customise a Travel Rate Card

    2. How to Create a Holiday Rate

    3. Rates Quiz

    1. How to Add & Edit Payers and Contracts

    2. How to Edit or Cancel a Contract

    3. How to View & Add Client Funding

    4. How to Add Funding Information to a Visit Schedule

    5. Funding Information Quiz

    1. Visit Confirmation Overview

    2. How to Confirm Visits for Invoicing and Payroll

    3. How to Record Expenses for Specific Visits

    4. How to Override Rate Cards for Visits

    5. Confirm Visits Quiz

    1. Invoicing Overview

    2. How to use the Generate Invoices Feature

    3. How to use Invoice Cycles

    4. How to Generate Invoices for Ad Hoc Periods

    5. How to Format Invoices

    6. How to Export & Send Invoices

    7. Generating and Exporting Invoices Quiz

About this course

  • Free
  • 42 lessons
  • 2 hours of video content