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For Finance Teams
For Finance Teams
Articles for finance teams, including invoicing and payroll, within Birdie
By Anjelica and 6 others
7 authors
43 articles
Getting started with Finance
The Finance Glossary of Terms
Follow step-by-step Birdie Finance Flows
Birdie Finance Calculations
Funding
How to create and manage a contract
How to add & edit payer information
How to create and delete a Purchase Order
How to add funding information to a visit
How to edit funding arrangements for invoicing
Rates
Invoice rates
8 articles
Pay rates
5 articles
Travel rates
4 articles
Holiday rates
2 articles
Visit Confirmation
How to reconcile and confirm visits
How to discard & restore visits in the visit confirmation tab
How to troubleshoot when reconciling and confirming visits
How to record and manage expenses for specific visits
Payroll
How to use the Pay Dashboard
How to make ad-hoc payments & deductions on pay sheets
How to use Birdie’s National Minimum Wage tool
How to export pay runs
Examples of finance exports from Birdie
Invoicing
How to use the Invoicing Dashboard
How to use the pre-set invoice formatting
How to create Invoice Groups
How to set up Invoice Preferences
How to record deductions and split invoices
How to add extra charges to an invoice
How to export and send invoices in Birdie
