Finance, Budgets & Purchasing
Includes purchasing, invoicing and budget management.
By Katie1 author7 articles
Uploading OPEX budgetsExplains how to request and submit a new OPEX budget for upload into CareBlox.
Roll over budgetsExplains how to request a budget rollover
Edit or reopen an invoiceLearn how to edit an invoice in the Purchasing module and what to do if the invoice has already been closed.
Add a new supplierLearn how to add a new supplier in CareBlox so they can be selected for purchasing.
Incorrect fees or amounts on an invoice or credit notewhat to do if fees or amounts are incorrect on an invoice or credit note.
CAPEX projects not showing when creating ordersWhy a CAPEX project may not appear when raising an order and how to make it available.
Invoice or credit note showing incorrect amountsExplains what to do if invoice or credit note amounts are incorrect and what details to provide for investigation.