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How to record and manage expenses for specific visits
How to record and manage expenses for specific visits
You can now keep track of unexpected expenses by adding them to specific visits.
Anjelica avatar
Written by Anjelica
Updated over a week ago

Please note: This is available as part of the Birdie Platform. If interested in learning more or accessing these features, please get in touch with your Account Manager!

You can attach an expense such as shopping or an additional mileage charge to a specific visit which allows you to easily see where you are adding extra charges. This ensures your care professionals are not out of pocket for that visit and that you are charging the funder for the correct expense where necessary.

Recording an expense

Go to the Finance tab and click the Confirm visits tab.

You can use the Period, Care recipient and Caregiver drop-down menu to find the specific visit or you can search for it on the confirm visits page. Once you have found the visit click on the Edit icon button. On the drop-down menu select Record expenses.

Please note: If there is no care professional assigned to a visit, these three options will not show.

A pop-up window will appear where you can enter the details. The options include mileage, groceries, health (i.e. prescriptions), public transport, and other expenses.

You can select whether to pay the care professional for this or to charge the funder for this expense. You do not need to put an amount for both. Click Submit when you are done.

You can add multiple expenses to one visit allowing you to keep track of exactly what the care professional paid for, for instance.

Managing an expense

If you have added an expense to an incorrect visit you can remove this by going to the visit on the confirm visits tab. Click the Edit icon and select Manage expenses.

Prefer to watch a video? no problem, the below video will guide you through the information above.

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