EOFY 2024 - TurnPoint Assist General Guide

The End of the Financial Year is the perfect time to check key settings in TurnPoint Assist. We have collated a list of check-ins that you can walk through to make sure your system is up-to-date and ready for the new Financial Year.

We have collated some of the key financial settings that serve as a good starting point:

Package End Dates

Packages within TurnPoint are a vital feature that many functions associated with rostering, invoicing and payroll revolve around. Without active Packages on client file's, some of these feature's may not operate as intended. It is therefore important to check the package end dates of clients and ensure none will expire at the start of the new financial year.

There are 2 places to check these end dates.

1. The Admin Dashboard shows Package Schedules Ending Soon
   
   
2. Navigate to the list of package schedules to see a list of packages in TurnPoint which you can sort by End Date
   
   
   
   

Service Types

Some providers might be looking to update their pricing model and will therefore also need to adjust their pricing tables in TurnPoint. To do this Navigate to the Service Types menu and adjust your Services and Default Rates as required.

Please note that this change will be applied effective immediately, so if you are planning to increase the price from 1st of July, ensure to process your June invoice first (so the existing rates can be pulled through), then update default rate.

Billing and Pay Rules

Some providers have also set-up billing and payrules to automatically apply different rates under different conditions. It is important to check these periodically to ensure they stay up to date.

Things to check for include:

• Conditions (Days/Timings etc.)
• Rates
• Expiry Dates

To check the billing rules:

1. Go to Billing Rules
   
2. Click on the billing rule you want to check, adjust as needed and update
   

KM Charges

Providers may also wish to check their KM charges remain correct into the new Financial Year.

To check current rates go to the Invoice Generator (NDIS) / Export(Non-NDIS) Page's and click preview. Under each client will show the KM charges currently in use.

To change these KM rates please reach out to the friendly Customer Support Team