Finance Configurations
2026 Public Holidays Now Set Across All Organizations
2026 public holidays are now fully set across all organizations, ensuring that quoting, scheduling, and billing processes accurately reflect these dates. This update supports your organization’s future quoting needs for clients with services ...
Archive Billing Category Migration Tool
Billing categories are important for managing bookings and shifts, as they determine the rate applied to each service or fee. Over time, you may need to archive categories that are no longer relevant. The Archive Billing Category Migration Tool of ...
Xero Payroll
Terminologies Xero is a simple accounting package for SME organisations and offers an easy to use cloud financial package. This integration currently integrates to the Xero Payroll where we send across basic time worked for each payroll category for ...
FAQ: How to resolve "Invalid_Grant" error in Xero Billing (Direct Export)
Overview Xero Integration to the Care Vision Portal has token needed to be able to link them limited to 30 days when being inactive or not-in-use. Invalid_Grant error is encountered when the token needed for the integration of Xero Billing is already ...
Pay Periods
Overview Pay Period in Carevision is a recurring time frame during which an employee’s work hours are recorded and compensated. If the organisation is planning to integrate to CareVision Payroll, this needs to be set up first as this will be used on ...
Billing Adjustment Period Offset Days
This setting represents a grace period after the end of a Billing Period, within which adjustments will still be included in the invoice export for that period. If configured, invoice exports cannot be run until at least this many days after the end ...
Configuring Funding Source Templates
What are Funding Sources Funding Source Templates define the standard parameters for client funding arrangements making it easy to assign and set up clients and quotes. When assigned to clients various additional details are captured that are client ...
Fees Billing Category Management
Why do we need Fee Billing Categories Fee Items and their associated Fee Billing Categories are a special type of billing category that allow an organisation to create recurring billing items that are not directly linked to the provision of a ...
Understanding the different types of Billing Categories
What are Billing Categories? Billing categories are the way CareVision groups related rate sets, allowing organisations to manage their rates and billing rules globally and change them over time with version control. CareVision includes several ...
Using Client Leaves for Discount Treatments on Fees
What is a Client Leave Treatment? Client Leave refers to when clients require their services to be suspended while they are unable to receive services. Home care packages allow for specified number of days leave in a year without impacting funding, ...
What are Fees, How can I use them, All the Options when Configure Fees Billing Categories and Fee Items
What are Fees? Fees is the amount being charged based on the services requested and availed by the client. These are being charged directly to the client or deducted on the funding available for the client. These costs varies depending on the ...
Using Client Groups for Billing and GST Treatments
IMPORTANT WARNING It is important that your organisation gets detailed tax and gst advise from an appropriately qualified and certified firm. GST is a complex area of accounting and CareVision does not provide advice on, and we do not have the ...
Funding Source and Department Linking
What is Funding Source Filtering by Department This feature was introduced in order to filter the list of available Funding Sources based on which Departments a client is currently assigned to. For most care providers this functionality is not ...
Balance Sources Explained
Overview Clients would often, if not always, want to view their statement of account. Since balances on a client's account may come from different sources, it would be easier for an Organisation to have a way to modify this on the management ...