Team Birdie

Sabrina Treitz

Billy Yates

Clementine Dugrand

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

For Finance Teams

Get to know some of Birdie's common finance terms, this will help you make the most out of our finance platform

The Finance Glossary of Terms

Find your Birdie flow with our helpful PDF downloads that guide you through the essential steps when using our finance tools.

Follow step-by-step Birdie Finance Flows

Key questions on Hourly Billing and its benefits.

An Overview of Hourly Billing

Key questions on Client Billing and its benefits

An Overview of Client Billing

Get a better understanding of how the Birdie system calculates travel, mileage and banded rates

Birdie Finance Calculations

Articles to get you confident with Birdie Finance

Getting Started with Finance

Review, confirm or update visits before they are added to timesheets and/or invoices in Birdie

How to Reconcile & Confirm Visits

You have the option to discard visits if you do not need to pay or charge for them

How to Discard & Restore Visits in the Confirmation Visits Tab

Read this article for commonly asked questions and helpful troubleshooting when confirming your visits.

How to Troubleshoot When Reconciling & Confirming Visits

You can now keep track of unexpected expenses by adding them to specific visits.

How to Record & Manage Expenses for Specific Visits

Learn how to expertly confirm and discard visits for payroll & invoicing

Visit Confirmation

Georgina Orchard

Learn how to add Contract and funding information

Managing Invoicing

Learn how to set up or archive an hourly or time banded invoice rate

How to Create & Manage Invoice Rates

Easily link invoicing rates to contracts to inform billing

How to assign an invoice rate card to a contract

Easily make changes to invoice rates or apply uplifts to existing rate cards.

How to Edit or Apply Uplifts to Invoice Rate Cards

You are now able to set up pay and invoice rates by service type

How to set up Service Type Rates

See how to create a £0 invoice or pay rate card in the instance that you do not want to charge or invoice

How to create a £0 invoice or pay rate card

How to create & configure invoice rates in your Agency

Invoice Rates

Learn how to add, edit and deactivate payer details

How to Add & Edit Payer Information

Learn how to add, edit and deactivate contracts

How to Add & Edit Contract Information

You can now create and filter by Invoice Groups within Birdie.

How to Create Invoice Groups

You can set Invoice communication preferences within Birdie.

How to set up Invoice Preferences for Payers

Learn how to add & edit funding information for payers

Funding: Payers

Link a Client to a contract in a few simple steps

How to View & Add Client Funding

Add or update funding to new or existing visits

How to Add Funding Information to a Visit

Easily update the funding information on visits that have happened in the past

How to edit funding information for invoicing

Simone Steenhagen

Learn how to add & edit funding for your clients

Funding: Clients 

Add a recurring subscription fee to an invoice to ensure all extras are being accounted for.

How to Add Subscriptions to Invoices

Easily add an additional cost to your rates by using Visit Fees

How to use the Visit Fees Feature

How to add a subscription or visit fee to a rate card

Subscriptions & Visit fees

Find the best invoicing method your agency

The Invoice Dashboard

Understand how to use the period option on the Generate Invoices page to generate invoices with flexibility

How to Generate Invoices for Ad Hoc Periods

How to make a deduction or split an invoice between two different funders.

How to Record Deductions & Split Invoices

You can easily add additional items onto your invoices to cover any extra charges that have been incurred

How to Add Extra Charges to an Invoice

How to configure your invoice preferences & export them

Invoices 

How to use the Generate Pay Runs page and create pay runs in Birdie.

How to Generate Pay Runs

Some examples of what different exports will look like when you download them from birdie

Examples of Finance Exports From Birdie

Osagie Noze-Otote

Manage Payroll

Create single hourly pay rates or time-banded rates for your Carers

How to Create & Assign Pay Rate Cards for Carers

Leverage fixed rates for things such as waking and sleeping nights.

How to Set Up Fixed Rates

Learn how to override a rate cards for different visit set-ups

How to Override Rate Cards

Easily make changes to pay rates or apply uplifts to existing rate cards.

How to Edit or Apply Uplifts to Pay Rate Cards

Create or edit a pay rate card to add a specific rates for shifts as well as view the shift in the pay dashboard

How To Create A Shift Rate [beta]

How to create & configure pay rates in your Agency

Pay Rates

By creating travel cards, carers can get paid for travel time, as well as mileage

How to Create & Assign Travel Rate Cards

Leverage Birdie's flexible settings to get even more control over how you pay for travel time and mileage.

How to Create Advanced Mileage Rules for Pay Runs

How to create & configure travel rates in your Agency

Travel Rates

A flexible way to check National Living Wage in the Agency Hub

How to use Birdie’s National Living Wage  Tool

Seamlessly add payments & deduct fees easily from carers' individual payslips

How to Make Ad-Hoc Payments & Deductions on Payslips

Create and export pay runs at any time of the month.

How to Export Pay Runs

Learn how to generate and view your payruns

Payruns

Discover how to implement and leverage Invoice Cycles to streamline your agency's billing process

How to use Invoice Cycles

Save time by using the pre-set invoice template, including payment details and invoice prefixes.

How to Format Your Agency's Invoices

Easily review invoices for payer and export or email in birdie.

How to Export & Send Invoices in Birdie

Learn how to configure your invoices and rates 

Finance Setup 

You can add standard UK holidays or custom holidays and either add a multiplier (e.g. double rates) or a specific rate for each holiday

How to Create Holiday Rates

Create date groups to set enhanced rates for select holidays, Christmas and New Year’s Day, for instance.

How to Create Date Groups for Enhanced Holiday Rates

Caoimhe

How to create & configure holiday rates in your Agency

Holiday Rates

Find answers and get help from Intercom Support and Community Experts

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