The Accounting Manager is a very dynamic area of 'bob' the Home Care Manager. Automated invoice calculations, invoice adjustments, payments, and even deposits. 'bob' provides everything you need to manage your accounts receivable. You can even create one-off invoices for those times when an invoice does not directly relate to attendance.
In addition, 'bob' includes Expenses entry and reports. Manage your monthly business use of heat, hydro, phone, etc.. When you need information for your accountant simply print a report filtered to only those expense items you need.
When you first enter the Accounting Manager, the Family Tree is displayed for family access. Select a family and the first tab displayed is the Statement displaying an itemized transaction list in chronological date order. Select the Create Invoices tab to view the current uninvoiced calculations based on the billing frequency settings. The Invoices tab displays existing invoices and all payments are entered through the Payment tab.
Easy to Use! Even if you don't understand accounting, you'll find it easy to create, adjust, and print your invoices quickly and with very little effort.
Below, we have provided sample images of the Accounting screens so that you can see exactly how 'bob' the Home Care Manager makes it so easy to use.
Dynamic and Enter Once. Whenever a transaction is entered on the Accounting Manager, the record is immediately updated.
Sample Accounting Manager Screenshots