03 - Finance System Overview
A recorded overview of the funding and export process, from funding allocations, cost categories and roster services through to timesheets, leave and invoices.
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
- Before Services Provided
Funding Allocations
Funding Administrators
Cost Categories
Allowances
Roster Services
Single Claim Forms
- After Services Provided
Timesheets
Leave
Funding Exchange
Invoices