Financial

Everything to do with calculating costs and charges, invoicing and payroll

An Introduction to Tariffs
Note that this topic is covered in more depth in this video. Efficient charging and paying for care provision is fundamental to the success of a care bu...
Thu, 6 May, 2021 at 2:00 AM
Modifying Tariffs
In most businesses the tariffs change from time to time - there is almost always an annual adjustment for inflation / national living wage, and occasionally...
Fri, 18 Dec, 2020 at 2:31 AM
Unit Costs and Charges
Unit charges and costs in Plait work as follows: a booking can have one unit cost / charge per person.  If more than one could potentially apply then the on...
Thu, 24 Sep, 2020 at 6:21 PM
How organisation hierarchy works with invoices and payroll
This document refers to functionality not yet available, but planned to be deployed on 15th March 2021. TIP: If you haven't read Organisation Hiera...
Wed, 20 Jul, 2022 at 5:00 PM
Crediting Invoices
If you realise you have made an error but the booking has already been invoiced, you can credit the invoice from the context menu on the Invoice form by cho...
Fri, 9 Oct, 2020 at 11:45 AM
Common Problems Running Invoices / Pay Advice
Invoicing and Pay Advice creation require a lot of moving parts to be set up correctly before things work smoothly.  Here is a list of some of the problems ...
Thu, 7 Jul, 2022 at 10:14 AM
Running Invoices and generating Pay Advice documents
Invoices are run, and Pay Advice documents generated, from the context menu of an organisation.  The options are only visible if the organisation (or a pare...
Wed, 20 Jul, 2022 at 5:38 PM
Invoice and Pay Advice Templates
When you start to use the system the Invoicing and Payroll tab of the Organisation form is blank.  As you will know from the Running Invoices and generating...
Wed, 20 Jul, 2022 at 9:58 PM
Transferring to a new Contract
It often happens that you will need to move a client or a care worker onto a new contract.  In the case of a client this might be because the local authorit...
Wed, 27 Jul, 2022 at 12:24 PM
National Minimum Wage / National Living Wage
Please see the NMW / NLW help page in Plait.
Mon, 19 Sep, 2022 at 7:05 AM