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DAILY EXPENSE LEDGER FORM

We have implemented the “Daily Expense Ledger”.  You can now create and track deposits and expenses for your Clients/Individuals. Admins can activate this form by Clicking the “Edit Agency” tab and selecting Show/Hide forms

Access The “Daily Expense Ledger” Forms
Click the “Home” tab at the top menu
Scroll down and the “Daily Expense Ledger” forms will be displayed under the forms list

 

View & Add Deposits & Expenses
Go to the “Daily Expense Ledger” form and click the “+” Icon next to the form

The Daily Expense Ledger will be displayed
In the Drop-Down menu choose the name of the Client/Individual that you want to document the Deposit or Expense for

Once you choose the name of the client or individual, then you will be able to document any deposits and expenses and any relevant information required.

The running balance will be displayed at the top
Enter the Date of the deposit or expense
Check the radio button if the transaction is a deposit, expense or verified balance. You can only choose one type of the transaction
Enter Amount
Enter the Category i.e. Starting balance, Deposit, Closing, Recreation, Medical, Personal etc. (you can choose from the drop-down menu or you can type a new category if not listed on the drop down)
Enter the Description of the transaction
Enter Notes
Click the “Upload Receipt” Button to attach any receipts associated with the transaction
Click “Submit Form” button at the bottom to document the information

Edit Activities of Your Agency
Click the “Home” tab at the top menu
Next to the “Daily Expense Ledger” click the “Pencil” icon

The Daily Expense Ledger Edit Screen will be displayed


Choose the Staff Name from the drop down
Choose the name of the Client/Individual from the drop down
Choose the date(s) of the transaction(s) you wan to edit
Choose the transaction type you want to edit from the drop-down menu i.e. All, Deposit or Expense
Click “Submit Form” button at the bottom to display transaction records you want to edit

Transaction records you want to edit will be displayed at the bottom in the Daily Expense Ledger section

You can delete the record by clicking “Delete” button. If you click “Delete” button” the record will be deleted, and the remaining balance will be adjusted to reflect the change
You can edit the record by clicking “Edit” button. If you click “Edit” button, the original Daily Expense Ledger screen with the original transaction record will be displayed and you can edit any information needed
If there was a receipt attached, and you want to delete it, check the box, next to the file name

Once you made all the changes “Submit” button to apply changes.

 

View “Daily Expense Ledger” Report
Go to the “Reports” tab at the top menu
Click “Daily Expense Ledger” link

In the drop-down, choose the name of the Client/Individual that you want to pull a report for
Choose the month of the report
Choose the category of the transaction that you want to view the report for i.e. All, Expenses/Deposits or Money Count

Click “Submit” button at the bottom
The report will be displayed (See sample report below)

Release Date: 01/24/2019

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EMERGENCY CONTACTS

We have implemented the “Emergency Contacts” feature and it is now available for use in your agency. You and your staff can now update your staff’s Emergency Contacts.

Access
You can find “Emergency Contacts” under the Staff Form

View & Add Emergency Contacts
Go to the Staff Form, scroll down and you will see the “Emergency Contacts” section. Click the “Show” button to expand the window

Click the “Add+” button to add “Emergency Contacts”

You can document the “Emergency Contacts” Information for your staff in the fields provided

If you want to add additional Emergency Contacts, click “Add+” button and the additional fields will be displayed for you to enter additional contacts
Click “Add or Submit” button at the bottom of the page to update your changes

Delete Emergency Contacts
Click the “Trash Can Icon” to delete Emergency Contacts that were added for the staff

Click the “Add or Submit” button at the bottom of the page to apply changes

Note
At any time you can click the “Hide” button to hide the sections

Release Date: 11/27/2018

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ANNUAL PERFORMANCE REVIEWS

We have implemented the “Annual Performance Reviews” feature and it is now available for use in your agency. You can now document Annual Performance Reviews for your staff

Access
You can find “Annual Performance Reviews” under the Staff Form

View & Add Annual Performance Reviews
Go to the Staff Form, scroll down and you will see the “Annual Performance Reviews” section. Click the “Show” button to expand the window

Click the “Add+” button to add “Annual Performance Reviews”


You can document the “Annual Performance Reviews” Information for your staff in the fields provided

If you want to add additional Annual Performance Reviews, click the “Add+” button and the additional fields will be displayed for you to enter additional reviews
Click the “Add or Submit” button at the bottom of the page to add/update the additional Annual Performance Reviews

Delete Annual Performance Reviews
Click the “Trash Can Icon” to delete Annual Performance Reviews that were added for your staff

Click the “Add” button at the bottom of the page to apply your changes

Note
Only Managers and Admins have the ability to Add, View and Edit Annual Performance Reviews
At any time you can click the “Hide” button to hide the sections

Release Date: 11/27/2018

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WRITTEN WARNINGS

We have implemented the “Written Warnings” feature and it is now available for use in your agency. You can now document written warnings for your staff

Access
You can find “Written Warnings” under the Staff Form

View & Add Written Warnings
Go to the Staff Form, scroll down and you will see the “Written Warnings” section. Click the “Show” button to expand the window


Click the “Add+” button to add “Written Warnings”


You can document the “Written Warnings” Information for your staff in the fields provided

If you want to add additional Written Warnings, click the “Add+” button and the additional fields will be displayed for you to enter additional warnings
Click the “Add” button at the bottom of the page to apply your changes

Delete Written Warnings
Click the “Trash Can Icon” to delete Written Warnings that were added for your staff

Click the “Add” button at the bottom of the page to apply changes

Note
Only Managers and Admins have the ability to Add, View and Edit Written Warnings
At any time you can click the “Hide” button to hide the sections

Release Date: 11/27/2018

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JOB REFERENCES

We have implemented the “Job References” feature and it is now available for use in your agency. You can now document Job References for your staff

Access
You can find “Job References” under the Staff Form

View & Add Job References
Go to the Staff Form, scroll down and you will see the “Job References” section. Click the “Show” button to expand the window

Click “the Add+” button to add Job References

You can document the “Job References” information for your staff in the fields provided

If you want to add additional references, click the “Add+” button and the additional fields will be displayed for you to enter additional references
Click the “Add or Submit” button at the bottom of the page to apply your changes

Delete Job References
Click the “Trash Can Icon” to delete Job References that were added for the staff

Click “Add or Submit” button at the bottom of the page to apply your changes

Note
Only Managers and Admins have the ability to Add, View and Edit Job References
At any time you can click the “Hide” button to hide the sections

Release Date: 11/27/2018

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CHECKLIST

We have implemented the “Checklist” feature and it is now available for use in your agency. You can now keep track of the important documents that are required for your staff to be employed at your agency.

Access
You can find the “Checklist” under the Staff Form

View & Add Checklist
Go to the Staff Form, scroll down and you will see “Checklist” section

Click the “Show” button to see a list of items on the “Checklist” that are set by default
You can document the items that you have received from your staff by checking “Yes” in the drop-down menu and populating the appropriate dates


Click the “Add or Submit” button at the bottom of the page to apply your changes

Edit Checklist
On the top menu click the “Edit Agency” Tab (Note: Only Admins have access to the “Edit Agency” Tab)

Scroll down and you will see the “ Staff Checklist” section

Click the “Show” button to see a list of items in the “Checklist” section
You can modify the required “Checklist” items for your entire agency

Click the “Trash Can Icon” to delete an item from the “Checklist”
Click “Add +” button to add new items to the “Checklist”. A new blank field will be displayed for you to add a new item to the Checklist

Once you are done modifying options click “Submit Form” button at the bottom to apply your changes

Note
Only Managers and Admins have the ability to Add, View and Edit Checklist
At any time you can click the “Hide” button to hide the section

 

 

Release Date: 11/25/2018

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TRAINING AND CERTIFICATIONS

We have implemented the “Training & Certifications” feature and it is now available for use in your agency. You can now document the training and certifications that your staff has completed.

Access
You can find the “Training & Certifications” under the Staff Form

View & Add Training & Certifications
Go to the Staff Form, scroll down and you will see the “Training & Certifications” section.

 

Click the “Show” button to see a list of training and certifications.
You can document what training your staff has attended from the list by checking “Yes” in the drop-down menu and populating the appropriate dates


Click the “Add or Submit” button at the bottom to apply your changes

Edit Training & Certifications
On the top menu click the “Edit Agency” Tab (Note: Only Admins have access to the “Edit Agency” Tab)

Scroll down and you will see the “Training & Certifications” section

Click the “Show” button to see a list of training and certifications
You can modify your training and certification options for your entire agency

Click the “Trash Can Icon” to delete current Training & Certification from the list
Click “Add +” button to add new Training & Certification on the list. A new blank field will be displayed for you to add new Training & Certifications to the list

 

Once you are done modifying your options click the “Submit Form” button at the bottom to apply changes

Note
Only Managers and Admins have the ability to Add, View and Edit Training & Certifications
At anytime you can click the “Hide” button to hide the sections

Release Date: 11/18/2018

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CLIENT REFERENCE SHEET

We have implemented the “Client Reference Sheet” feature and it is now available for use in your agency. The Client Reference Sheet summarizes important client information that can be used in cases of emergencies or appointments.

Access
You can find the “Client Reference Sheet” at the top menu under the Report Tab

View Client Reference Sheet
If you want to view the sheet, simply click “Client Reference Sheet” link on the drop down menu under Report Tab
Choose the Client Name and the Client Reference Sheet will be displayed
You can download, save or print the Client Reference Sheet

Note
Please note, this report will only display the field headings if the field has data. This is required because some agencies will not want to see some of the information on the report.

Release Date: 11/15/2018

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CLIENT CALENDAR

We have implemented the “Client Calendar” feature and it is now available for use in your agency. The Client Calendar gives you the ability to quickly plan your client’s appointments and activities. Managers and staff will be able to view client’s appointments and activities planned for them.

Access
You can find the “Client Calendar” at the top menu after you login to the software

Add Event
If you want to add an event to your client calendar, simply click on the day of the event

View Calendar
Select month, week, day or list view by selecting the option on the top right
View any client calendar by clicking on the dropdown on the top left

Note

  • Managers, admins and staff have the ability to add items to any client’s calendar
  • Simply click on the calendar to add an event and before saving the event, choose the client
  • All events that are added to the calendar will also be sent to your email
  • You can setup a reminder for a scheduled event
  1. Open the calendar and click on the scheduled event
  2. Choose the Export option
  3. Once the scheduled event is exported, simply click on the file and it will add the event to your personal calendar

 

Release Date: 11/15/2018

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STAFF CALENDAR

We have implemented the “Staff Calendar” feature and it is now available for use in your agency. The Staff Calendar gives you the ability to quickly plan your day and also to see the calendar of everyone in your agency. Agencies can use it for staff meetings, appointments, staff days off etc.

Access
You can find the “Staff Calendar” at the top menu after you login to the software

Add Event
If you want to add an event to your calendar, simply click on the day of the event

View Calendar
Select month, week, day or list view by selecting the option on the top right
View any staff calendar by clicking on the dropdown on the top left

Note

  • Managers and admins have the ability to add calendar items on behalf of their staff
  • Simply click on the calendar to add an event and before saving the event, choose the staff
  • All events that are added to the calendar will also be sent to your email
  • You can setup a reminder for a scheduled event
  1. Open the calendar and click on the scheduled event
  2. Choose the Export option
  3. Once the scheduled event is exported, simply click on the file and it will add the event to your personal calendar

Upcoming Additions

  • For the agencies that are using the Staff Absence Request Form, the approved requests will show on the Staff Calendar

Release Date: 11/09/2018