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.