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For Finance Teams

For Finance Teams

Articles for finance teams, including invoicing and payroll, within Birdie

Getting started with Finance

The Finance Glossary of Terms

Follow step-by-step Birdie Finance Flows

An Overview of Hourly Billing

Birdie Finance Calculations

An Overview of Care Recipient Billing

Invoice rates_{5 articles}

Pay rates_{5 articles}

Travel rates_{2 articles}

Holiday rates_{2 articles}

Subscriptions & Visit fees_{2 articles}

How to Add & Edit Payer Information

How to Add & Edit Contract Information

How to View & Add Client Funding

How to Add Funding Information to a Visit

Visit Confirmation

How to Reconcile & Confirm Visits

How to Discard & Restore Visits in the Visit Confirmation Tab

How to Troubleshoot When Reconciling & Confirming Visits

How to Record & Manage Expenses for Specific Visits

How to use the Pay Dashboard

How to make ad-hoc payments & deductions on pay sheets

How to Use Birdie’s National Living Wage Tool

How to Export Pay Runs

Examples of Finance Exports From Birdie

The Invoice Dashboard

How to use Invoice Cycles

How to Generate Invoices for Ad Hoc Periods

How to Create Invoice Groups

How to use the pre-set invoice formatting

How to set up Invoice Preferences for Payers

How to Record Deductions & Split Invoices

How to add extra charges to an invoice

How to Export & Send Invoices in Birdie