The Finance Dashboard is only accessible to users with an Admin or Superadmin role. If you cannot see Finance in the left-hand menu, contact your account administrator to review your permissions.
Accessing the Finance Dashboard
To open the Finance Dashboard, click Finance in the left-hand navigation menu. You’ll land on the dashboard with three tabs available at the top of the page:| Tab | What it does |
|---|---|
| Reports | Displays a line-by-line record of every support visit, with filtering, sorting, and bulk actions for generating invoices. |
| Invoices | Lists all generated invoices and lets you send, manage, and track payment status from Draft through to Paid. |
| Contracts | Holds your client contracts, including assigned clients, hourly rates, and billing configuration. |
What each tab covers
Reports
The Reports tab gives you a detailed, filterable view of all support visits across your organisation. Use it to audit visit data, correct durations, identify visits ready for billing, and export records for external reporting. You can filter by carer, client, contract, status, or date range, and select individual or multiple visits to trigger bulk actions such as generating invoices or marking visits as complete.Invoices
The Invoices tab is where generated invoices are stored and managed. After you create invoices from the Reports tab, they appear here as Drafts. You can then review them, send them to clients by email with a PDF attachment, and track their progress through the payment lifecycle — from Draft to Awaiting Payment to Paid.Contracts
The Contracts tab stores all of your client service agreements. Each contract defines which clients are covered, the weekly hours allocated per client, and the hourly rates used to calculate invoice totals. You can create new contracts, assign or remove clients, update rates, and download or print contract documents directly from this tab.Next steps
Invoices
Learn how to generate, send, and manage invoices from completed support visits.
Contracts
Set up client contracts, assign rates, and manage service agreements.