Do you have some fantastic ideas on how we could enhance CareForIT?

Leave CareForIT feedback and let other users vote on your suggestion, the more votes received, the higher up the priority list the feature will go!

CareForIT will keep you updated if your suggestion makes its way on to our road map.

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Completed

Report to show outstanding invoices

Katie 5 years ago in Pure CareForIT / Finance updated by Dan Farrell-Wright 3 years ago 1

We could really do with a report or statement option to show what invoices haven't been paid in order for us to work effectively and chase outstanding invoices.

Answer
Dan Farrell-Wright 3 years ago

Hi Katie, from the Finance->Invoices page you can use the filters to select just those invoices that have been paid, or unpaid.

Thank for your feedback, I hope this helps!

Dan

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CSV compatible with Sage

Katie 5 years ago in Pure CareForIT / Finance 0

We have a major problem in that the data exported to csv for the invoices is not compatible to load into Sage. We invoice the same funder but for several different people and we need those individual names on each invoice on Sage, we are having to manually enter this information and the dates which is very time consuming.

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While generating/ creating invoices, it creates invoices individually. In addition, Could you get a Summary Report which shows list of all invoices generated & the total amount. In this way, I can handover the summary to post them into Sage accounts rathe

accounts 5 years ago in Pure CareForIT / Finance 0

While generating/ creating invoices, it creates invoices individually. In addition, Could you get a Summary Report which shows list of all invoices generated & the total amount. In this way, I can handover the summary to post them into Sage accounts rather than looking into individual one by one. Plus, gives idea of total revenue in that period. Report in excel or pdf.

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Under review

Total Travel Time in the payroll report

info 5 years ago in Pure CareForIT / Finance updated 5 years ago 4

Travel time should be included when calculating holiday hours. The travelling time in between visits is available on the payroll report and the total cost of the travelling time but not the total number of hours/minutes spent travelling which makes it difficult to calculate holiday allowance.

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Payroll CSV File - Travel Time

Chrissie Ellis 6 years ago in Pure CareForIT / Finance 0

When you convert the Payroll Report to a CSV file can the Travel Time be calculated in a separate column?  At the moment it is included in the total pay and it would benefit us if it was in its own column

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Client finances and petty cash section under accounts

annetteereira 6 years ago in Pure CareForIT / Finance 0

There needs to be an area under finances that keeps the log of all debits and deductions for client accounts as some have a daily allowance etc.

Also for petty cash for the centre so its kept on top of.

Other systems have this and it can only be edited by staff who have higher access rights on the system.

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Under review

New named rates functionality and bulk increases

Harley Bird 6 years ago in Pure CareForIT / Finance updated by Stephen Vaughan 6 years ago 1

Not sure it's worth writing this but the new Named Rates functionality is not going to be very useful in it's current implementation.. I have had a look and while it will be great to have the ability to set effective dates for charge rate changes we will have to create so many named rates to cover the various time slots and rates that it would be really cumbersome very quickly..


Our domiciliary care service alone has different rates for 15min, 30min, 45min and 60min slots, we than have rates for day time and evenings and for weekend and special days.. Then we have the different cancellation rates for the service at the different percentage charges so just one service would probably need 30 - 40 named rates so keeping them all straight will be interesting to say the least..


There would be far more effective ways to crate this type of functionality..


The bulk increase functionality on the visit type rate sheets for a service is not functional.. If you have manual rates for all time periods (because the named rates is too cumbersome) it only allows you to set one static rate (as opposed to a percentage change) so would set all entries to that static rate which is pointless..


I am not sure which of your customers were consulted on the implementation of this functionality but I can't see it would be functional or practical to use for many companies unless the way we operate is in some way very unique which I doubt is the case..


Regards,

Harley

Answer
Stephen Vaughan 6 years ago

Hi Harley, I'm happy to discuss the user cases and the thinking behind the functionality with you if you'd like?

I belive that what we have built is very functional, with everything there are things we can improve.

Thanks

Stephen

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payslip font

donna 6 years ago in Pure CareForIT / Finance 0

the font for the payslips has been increased and today we printed 138 pages please set the font back to the previous size 

many thanks

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Under review

Invoicing Errors for overnight services over month end

Harley Bird 6 years ago in Pure CareForIT / Finance updated by Stephen Vaughan 6 years ago 1

There is a serious bug with the invoicing of overnight services that run over month end.


I have just discovered that the portion of the service that fall into the later month is being invoiced at a charge of £0.00.. When I voided the invoice and checked everything and then processed the invoice again it then did add the charge, I hadn't actually changed anything..


Re-running the accounts report still shows this service as unvoiced even though it is clearly shown on the new invoice..


I would imagine that if this bug has been around for a while it has probably costs up a fair amount of money but we naturally assumed this had all been tested and was working correctly..

Answer
Stephen Vaughan 6 years ago

Hi Harley, We need to address this as part of a support ticket, I will close this one down.  Rest ausured we are looking at your support ticket.  Thanks.  Stephen.