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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 ...
Client Invoicing Forms
Please see the attached document to view the Client Invoicing Forms Tip Sheet. This tip sheet shows examples of each client invoicing form and how it is displayed on the invoice PDF.
Shift Differential Using Downtime Adjustments
Attached are a video and tip sheet regarding using downtime adjustments for shift differentials.
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 ...