Version X - Finance
Find step-by-step guides and video walkthroughs to help you utilise the Finance module within Entire OnHire, covering billing, payroll, and financial reporting.
- X Beta - Managing Sleepover and Allowance Details for Timesheet Submissions in the Finance Portal?
- Schads - Broken Shifts
- Application Options - Global Setting - Default Country
- FAQ: What is the quickest way to update public holidays in the Finance Portal?
- How to map allowances if you are getting the error "Allowances which are pending to map with codes provided by ATO" which doing STP.
Statement of Service
Confirming Shifts
- Processing/Confirming Shifts
- How to Clear Submitted Timesheet Details?
- FAQ: Can I Report On/Recover Deleted Shifts?
- How to email all finance contacts that timesheets are pending approval
- If I select the 'Validate Pay' option for a shift or a zero pay run, will the shift details still be available on the invoice when I select that shift for invoicing?
- How to Create an Adjustment Shift?
- How can I apply breaks at a specific part of my shift?
- How to create a reversal shift
- How to email all members who have not submitted timesheets from finance
- Finance - Track Docket
- How to permanently discard a shift
- How to Clear Submitted Timesheet Details?
- Finance - New Booking
Rates
Award
Subcontractors
Invoicing
- How to Split Invoices by Qualification
- Can I send timesheets/dockets via email along with the invoices for specific clients?
- How to change Invoice Templates?
- Can invoices based on different qualifications be sent to separate email addresses for our clients who receive one invoice per qualification?
- How to reprint an Invoice
- Adding Reference Codes to Invoices via Client Cards
- How you can change the Invoice Billing address details in Invoice?
- Invoice - Adding Invoice Message
- How to show the Delivery and Service Location Name on Invoices
- Why is my client not receiving invoices?
- How to show the Admin and Service Location Name on Invoices
- How To Access & Enter Client Invoicing Terms
- How to Edit an Invoice
- How can I send Timesheets with Invoices
- How to have Pay Levels on Invoices
- How to change the Head office address on the invoice ?
- Why are my Invoice dates not in order?
- How to update the Head Office Address on an Invoice
- How can I set up my invoices to be sent per delivery location?
- How do I mark different names on an invoice under Attention?
- Why are the layout for my invoices not changing once I change the options?
- Can I add a discount to an invoice?
- How to update the phone number in the invoice?
STP
Credit and Debit Notes
Payroll Process
Reports
- Why there is a discrepancy between the STP submission Report (the YTD gross amount) and the payroll history report
- Payroll History Report
- Invoice Reprint
- Booking Details Report
- Facility Shifts Usage Monthly Report
- Long Service Leave Report
- View Dockets
- Finance - Tax File Declaration Report
- Invoice Files
- Daily Bookings Report
- ATO Employment Declaration Report
- Facility Shift Usage Period Report
- Pay/Invoice Comparison
- Obligation Reports
- Export Invoices Summary - Accounting
- Invoiced/UnInvoiced Shifts Details
- Business Hours Volume Report
- Invoice History
Additions and Deductions
Getting Started
SCHADS
FAQ
Application Options
- Application Options - Global Setting - EFT Parameters
- Application Options - Global Setting - Tax Department EOY Parameters
- Application Options - Global Setting - Tax File Declaration Parameter
- Application Options - Global Setting - Daylight Saving
- Application Options - Global Setting - Set Client's Mandatory Data
- Application Options - Global Setting - Set Member's Mandatory Data
- Application Options - Global Setting - Authorized Signatories
- Application Options - Global Setting - Email Settings
- Application Options - Global Setting - Payroll
- Application Options - Global Setting - Superannuation
Masters
End of Financial Year
- EOFY 2024-2025 - STEP 7.1 - Changing Payroll Financial Year Dates
- EOFY 2024-2025 - STEP 7.2- Entering Superannuation Cut-off Dates
- Finance - End Of Financial Year Processes 2024-2025
- EOFY 2024-2025- STEP 1 - Payroll General Ledger Reconciliation
- EOFY 2024-2025 - STEP 6 - Finalize your payroll tax
- EOFY 2024-2025 - STEP 3 - Check any outstanding shifts
- EOFY 2024-2025 - STEP 3.1 - Check Member Information
- EOFY 2024-2025 - STEP 2- Check STP Submissions
- EOFY 23-24 - STEP 6 - Finalize your payroll tax
- EOFY 2024-2025 - STEP 5 - Send your final STP
- EOFY 2024-2025 - STEP 4 - Run your final cut off payroll