Please note: The following features are available as part of Birdie’s Starter, Core, Advanced and Plus packages (As well as Care Management, Rostering & Finance, Premium, Entry and Essentials). Please get in touch if interested in more information on this feature!
Download your checklist here
Welcome to the start of your finance journey with Birdie! We cannot wait to watch you take flight! The guide below will show you how to complete all the essential steps to make sure you can run your invoicing and payroll with Birdie as soon as possible.
Get started with this set-up checklist, complete with how-to guides for total ease of finance onboarding.
Download the checklist as a Word document, or make a copy. To make sure you are hitting your goals, you should assign owners and due dates for each action.
Click on 'File' > 'Make a copy' in order to create your own personalised checklist!
☑️ Have you created invoice rates?
You will need to make sure that you have set up invoice rates that cover how you charge for your care.
☑️ Have you created contracts for each of your payers?
You will need to check that each person or entity (like a local authority) who will be paying for care has a payer contract set up. First, add the ‘payer’, then add a ‘contract’ to their profile.
☑️ Have you set funding for all of your visits?
Visits need to have funding assigned so the system knows which contract to use for invoicing. You can see whether any of your visits are missing funding by using this report.
☑️ Do all of your carers have a pay rate set?
Each carer will need to have a pay rate set for every hour of care they are going to deliver, so the system can calculate how much to pay them.
☑️ Do all of your carers have a travel rate set?
If you pay your carers for travel time or mileage, you will need to assign a travel rate to them in addition to a regular pay rate, so the system can calculate how much to pay them.
☑️ Are your holiday rates accurate?
If you pay extra for holidays, then you will need to set up holiday rates to ensure your care professionals are paid the appropriate amount on those days.
☑️ Are you happy with how to reconcile and confirm your visits?
Once you have set up your finance infrastructure, you will be able to view your visits on the ‘confirm visits’ tab, and decide whether these are correct before they pull through to the pay and invoice dashboards.
Learn more with the Birdie Academy
To truly master the Birdie platform, you should also enrol in the Birdie Academy. You can find a course that is right for you, depending on your role and responsibilities.
The Birdie Academy includes a dedicated finance course, perfect for new users or those seeking an in-depth understanding of finance functionalities on the platform. This self-paced course offers structured lessons, guiding you through finance-specific tools and workflows to ensure you can maximise the features available.
Weekly Training Sessions
The Customer Success team hosts weekly live training sessions focused on finance-related topics.
Designed to be interactive and led by product training specialists, these sessions are tailored to address user-specific needs and cover foundational topics, such as setting up invoicing and payroll infrastructure, reconciling visits, and generating pay runs and invoices.
You can register for these sessions through this link:
Webinars and Recorded Training Materials
For users who need more flexibility, Birdie offers recorded webinars and past training session materials.
These recordings provide insights into various finance processes and supplement live training by allowing teams to review the content at their own pace. Webinar materials can be accessed upon request through the Birdie Customer Success team.