Accounting
Billing, Payroll, EVV, HCP, IPA, Exports, Settings
Accounting Settings Overview
- How do I set up/edit my chart of accounts?
- How do I set up/edit/disable cost centres and cost centre overrides?
- How do I create different Funder Types?
- How do I add/edit/disable a Funder?
- The Relationship between Service Codes, Pay Codes, Bill Codes, and Funders
- How do I set up/edit/disable Service Codes?
Billing Processes & Configurations
Payroll Processes & Configurations
- Feature Overview: Payroll
- How do I create/edit/delete a Payroll Period?
- How do I set up Payroll Period Adjustments?
- How do I use Cost Centres for Payroll?
- How do I pay my employees holiday rates for visits when I run payroll?
- How do I pay my Employees for Overtime when I run Payroll?
Home Care Packages (HCP) & Improved Payment Arrangements (IPA) (AUS)
Exporting Accounting Data
- Feature overview: Accounting Exports
- General Ledger and Subledger Overview
- Invoice Reports
- How do I run an Aged Receivables Report?
- How do I generate the 835 Payment Report and use it to track unmapped payments?
- How do I generate a Client Statement?
Troubleshooting Accounting Errors
- Troubleshooting Adding Agency Phone Number to Billing Statements
- Troubleshooting Extracting Private Pay Client Reports
- Troubleshooting Extracting 835 Payment Reports
- Troubleshooting Handling Visits Without Clock-In/Out Data in EVV Verification
- Troubleshooting Premium Deletion and Creation in Accounting Settings
- Accounting | We were paid retroactively for rate changes. When we revise a claim, the adjustments post to the operations and receivables accounts.