General
Holiday Pay/Fees
There are a few options to consider regarding holidays and paying caregivers/billing clients. Below are some settings within Aaniie to help your agency go about this. Enabling/Disabling Holiday Pay 1. Menu > Settings > Site Settings 2. Navigate to ...
Aaniie Billing: Active Client Count
For Admin/Accountants: You are billed for your Aaniie subscription based on the amount of active clients for a given month. If you are ever questioning why you were billed for a certain number of clients, you can run the Active Clients By Month ...
How to Find a Credit
While handling accounting, there may be instances in which you discover a client has a credit on their account, but cannot find where/when it stems from. There are two ways to easily find the billing period that the credit exists in. Via Invoices ...
Making Celero Payments
See the attached Tip Sheet for how to make Payments using Celero.
Client Setup for Celero Payments
See the attached Tip Sheet for how to set up a client to make Celero Payments
Celero Test Payment
See the attached Tip Sheet for how to make a Celero Test Payment.
Discounting Shifts with Charge Codes
Discounts can be automatically applied to shifts that are scheduled with discounted charge codes There are a few steps needed in order to start using charge codes Enable Charge Codes in site settings - Misc (Support Only) Section Enable Charge Code ...
Paying Mileage To The Caregiver Without Charging It To The Client
If you want to log mileage to pay the caregiver but not charge the client, follow the below steps: 1. Create an Admin Client that will have mileage charges applied. 2. Access that client's profile Menu>Clients>Client Management. 3. Once in the test ...
Creating a Recurring Fee
The following process will allow for an agency to set up a recurring fee that takes place either monthly, weekly, or daily depending on what they indicate. Step 1 Setting up Program, G/L Code and Charge Code: Prior to setting up the fee itself there ...