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Finance Team Guide

This document provides an overview of key functions and tools related to managing your financial operations within the platform.

  1. Understanding Roles: Clarifies user roles and permissions, helping you ensure the right access levels for financial data and settings.

  2. Managing User Settings: Details how to customise and manage user settings, ensuring your team has the right configurations for financial operations.

  3. Managing Invoices: Explains how to create, manage, and track invoices for accurate billing and financial record-keeping.

  4. Managing Payments: Offers guidance on how to track, manage, and reconcile payments to ensure accurate financial records.

  5. Invoice and Payment Settings: Guides you through configuring invoice and payment settings for seamless and correct billing processes.

  6. Creating Bookable Products: Covers the creation and management of bookable products, ensuring proper integration with invoicing and payment systems.

  7. Healthcode Integration: Describes the integration with Healthcode for submitting claims and managing payments within the platform.

  8. Semble Pay Integration: Details the integration with Semble Pay, allowing secure payment processing directly through the platform.

  9. Stripe Integration: Explains how Stripe integration works for handling online payments and managing payment details effectively.

  10. Xero Integration: Provides an overview of the Xero integration, helping synchronise financial data for efficient accounting and reporting.