Finance System Overview

This session will walk you through how to set up your services and activities properly, so your organisation can streamline scheduling, rostering, and billing from the start.

Ideal for system administrators, service managers, and those managing workflows, we’ll cover the Funding and Exporting process from a high overview perspective, starting with Funding Allocations and Rostering, and moving on to Staff Timesheets and then the Financial Exports.

• Funding Process Overview
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• ​Before Services Provided
  ​Funding Allocations
  ​Funding Administrators​
  Cost Categories​
  Allowances​
  Roster Services​
  Single Claim Forms

• After Services Provided
  Timesheets
  Leave
  Funding Exchange
  Invoices​