Accounting
By Ruby and 5 others6 authors47 articles
- Accounting ProcessesCaresmartz360 supports a variety of accounting partners.
- Create an Invoice (Billing)A step by step guide to creating an invoice in Caresmartz360
- Process PayrollA step by step guide to processing payroll in Caresmartz360
- Office Staff PayrollUsing CareSmartz to process your staff payroll
- $0 Invoices marked fully paidIf you choose to create $0 they will be automatically marked as "paid"
- Bill and Pay Rate HierarchiesHow are rates configured?
- Bulk Approve ShiftsBulk Update Status option is the quickest way to approve the Multiple shifts in One go.
- Paychex IntegrationThis article will help the agencies to integrate with Paychex
- Tapcheck IntegrationOffer payroll flexibility through partnership with Tap Check
- Billable Hours and Payable Hours DiscrepanciesWhy don't the billable hours and the payable hours match?
- Changing Bill RatesHow to update your rates when things change
- Example InvoiceA Sample Invoice with each feature selected
- Invoice Auto NotificationsAutomatically send invoices to your payers
- Travel Time and MileageSettings for paying caregivers for travel between clients
- Exporting Invoices and Payroll Timesheets to QuickBooks
- QuickBooks Desktop integration steps
- Auto Clock In/OutHow does Auto Clock in/out work?
- Billing and Payroll Steps ChecklistThe steps to successfully complete your billing and payroll
- QuickBooks Online ChecklistThe steps to successfully complete your billing and payroll to submit to QBO
- QuickBooks Desktop ChecklistThe steps to successfully complete your billing and payroll to submit to QBD
- Send a "Paid" receipt to a payer
- Credit Card Payment Processing through Celero (Formerly Transnational)How do I process credit cards for payment in CareSmartz?
- Unable to change the Bill Type of a schedule
- New invoice batch and unable to see some schedules
- Payroll - Standard Export FilesUnderstand the standard exports offered in Caresmartz360
- Payroll batch: caregivers not showing
- Inactive Payer: eliminate from the payer invoices.
- Overnight schedule: billing/payroll divided between the two days?
- Credit/adjustment to invoice payment received.
- Understanding the Payroll Export File for ADP
- QuickBooks Online Integration Guide
- Split Invoices between Multiple Payers
- Receive payment on multiple invoices
- Export Payroll for ADP
- Refund against an Invoice
- E-Payments
- Create an ALP Invoice
- Account Registry Overview
- Pay scheduled featurePay unit type
- Payroll export to Quickbooks DesktopGuide to export payroll from Caresmartz360 to Quickbooks desktop
- Sage50If you use Sage50 for Billing and/or Payroll, you will need these steps
- Paycor csv Export for PayrollImportant information for agencies using Paycor as their payroll processor
- Payroll - GustoA quick guide to the payroll export file configured for use with Gusto
- Payroll - APSUnderstand the APS Payroll export file
- Pay whiz - Payroll CSV Export
- Payroll - Viventium IntegrationYou can use Vivintium for your payroll processing.
- Rounding Differences on Multi-Tax InvoicesYou may occasionally notice the total tax is a cent or two different from what you'd get by multiplying your invoice subtotal by the tax rate yourself. This is expected…