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Finance - Stage 3 - Finalise HCP AGED CARE ONLY

Shows the last step in Finance process applying to HCP packages only, how to Run Stage 3 processing

Mikal Hetland avatar
Written by Mikal Hetland
Updated over 5 years ago

Run Stage 3 Processing

If you have followed all the steps up to now then the stage 3 button should now be active:

Click the red button

As before go out of the page and come back in a few minutes:

That’s is… nothing else needs to be done so update the checklist

Record the package totals journal – again HCP AGED CARE ONLY

Below the checklist will be another section just like the Non Package Totals section you used earlier to record the non package income in your accounting system

Simply create a customer in your accounting system called “Package Totals” (if it does not already exist from a previous week) and against that customer record a new invoice with invoice number 1811P (As an example you can use the P to differentiate this invoice from the non-packing invoice created earlier) in this case with a date of 23 March 2018. The invoice should be split into 2 lines; a GST free line and a GST inclusive line as shown above with the total invoice being $705.57.

In your accounting system you should have a balance sheet liability account with all the funds available for the service users that you have on aged care packages (Client Money). This new invoice is being paid out of this liability account so once you have entered the invoice you also need to enter a receipt for the same amount $705.57 from the Client Money account.

Finally update the checklist

WEEKLY PROCESSING IS NOW COMPLETE

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