Experience with NDIS Clients and setting up Timesheets & Creating Invoices

Janeen Cameron
Janeen Cameron Member Posts: 3 Novice Member Novice Member
in Reckon Payroll

Does any one have any experience in the above. We need to show the Company Name, Case Manager Name, Client Name, NDIS item number and description and summary of the service provided. Some companies even want the client address on the invoice! 

Further there are 5 Case Managers, with up to 20 clients each.

Thanking you in advance for your support.

Answers

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,451 Reckon Community Manager Community Manager

    Hi @Janeen Cameron

    I'm not familiar with this so you might need you to step me through some of it.

    Can you let me know where specifically you require this specific information to show? On an invoice itself, payslip or somewhere else?

    Have you previously set this up in Reckon One or is this your first attempt at doing so?

  • Janeen Cameron
    Janeen Cameron Member Posts: 3 Novice Member Novice Member

    Thank you for replying Rav, I have managed to work it out on the demo file. I appreciate your answering though.

  • Janeen Cameron
    Janeen Cameron Member Posts: 3 Novice Member Novice Member

    Afternoon Rav, I need some assistance with trying to setup payroll with start and finish times plus a category and then for the timesheets to export to create Invoices, are you able to assist me please.

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