Personal Funds Tracking

Personal funds tracking can be used by facilities who don't use the standard RTasks billing for rent and/or services but want to track individual expenses for their individual.

There are several steps in using the Personal Funds Tracking

Set up the charge types

Enter beginning balances (one time setup)

Enter Credits and Debits

Populate Billing

  • Go to Billing
  • Click - Begin (Month) Billing
  • Click - Populate Invoices

Review Trial Invoice Detail Report

Edit a Charge if Needed:

Delete a Charge If Needed:

  • Click on Billing - Charges 
  • Click the trash can beside the charge line
  • Press confirm to delete the charge

Post Charges

  • When finished reviewing and editing you are now ready to Post Charges