Export payroll CSV to sage. We need a script format that sage can read. Would this be a bespoke request or something that most of us could use. We only need a few parameters but the payroll CSV pulls through everything.

When no rate is entered but there are values in higher rate levels (i.e no 15min rate but 30min is populated) than the empty level, use the next rate up

The ability to create default rate cards for all assignments based on for example: WBC, Private(new rate) and Private(old rate)

Currently we have to manually edit each individual rate card for each assignment and when a change needs to be made, every single assignment must be amended.

I suggest some way for us to create set rate cards that can just be added to the assignments and when prices change. it changes for all of them. As opposed to having to go through each assignment individually and edit each card.

We have a planned price increase and currently there is no way to change the charge rates in advance - this is a business necessity as some of the invoices will go across both rate cards but I have to  charge at the old rate or do manual invoices 

Hi,

There needs to be a way to specify an invoice date.. 

So for example if the last day of the month is a Friday and the visits are then checked and reconciled Monday and Tuesday then you generate the invoices you want the invoice date still to be the last day of the previous month.. For accounting this keeps the sales and account aging in the month they happened rather than the next month.. You down't want "today" as the invoice date which could be the 4th or 5th of the month because it skews the accounting data with it all appearing in the next month..

Thanks,

Harley

The current method of downloading invoices is laborious, clunky and very time consuming particularly if a provider has a large number of clients.. Can you amend it to something like:

When running invoices, ALL of them pop up in a list in a box with a checkbox beside their name – we then click the checkbox to mark which ones we wish to download and then the database downloads all of them at once as separate invoices. This would make this procedure much easier and quicker. Alternatively you could put a checkbox beside each invoice in the current listing which we could then check and a button to allow bulk downloading of individual invoices.

From my Payroll Assistant: 

Any changes that are entered take effect on the day they are changed and cannot be back dated. So when I run pay roll I am going to have to manually over-ride everyone’s pay. Can this not be added retrospectively?

CareForIT has banded charging capability. How about banded pay rates capability feature?

A customer has requested the pay based on the bandings. For example :-

0 - 36 minutes
37 - 52 minutes
53 - 106 minutes
107 - 122 minutes

Vote now and this suggestion will be reviewed by product management.

Best Regards

Howell Hughes

Client Engagement Manager, CareFor

Finance Tab >> Accounts >> Advanced Settings

There are only 2 options: Self Funded + All Funders and All Funders.

A third option of Self Funded Only would save a lot of time.