Introduction

A Comprehensive digital solution for home care invoice processing from XERO and get approval by Approval Team.

Integration with XERO accounting software, pull the invoice, budget checking and allow approval team to approve for Accounting team payment.

Features

• Access with Google
• Integration
• Approval Portal
• Accounting Portal
• Pending Approval Notification for Approval
• Import Data from Visual Care(External Data)
• Client Statement, Budget & Spending Monitoring

Approval Portal

Approval Portal is a centralized platform designed to streamline the process of managing invoices within your organization. It provides users with a user-friendly interface to view, track, and approve invoices efficiently.

• Dashboard: Approval and Reject Outstanding Invoice
• View Invoice
• View Client Statement
• View associated Clients
• View associated Service Workers
• View associated Service Providers

Accounting Portal

The Accounting Portal serves as a centralized platform for managing accounting tasks within your organization. It provides users with tools to streamline accounting processes and integrate with external systems such as Xero for enhanced functionality.

• Dashboard: View CM approved and Pending Invoices
• View Invoice
• View Client Statement
• View All Clients
• View All Service Workers
• View All Service Providers
• Assign temporary CM for an Invoice