A Clients Budget

TurnPoint allows you to build client budgets to forecast client budget to effectively manage any potential over or underspend of client's allocated funding

TurnPoint budgets provide a simple overview as seen below:

There are some summary details at the top followed by each of the sections that comprise a budget. These include but are not limited to Income, Adjustments, Expenses. To add items to the budget, use the drop down available in each section to select the required item then select Add Item. A new row is added to the section. If the item is “open for editing, you will be able to adjust the Quantity, Amount and Frequency fields to what you want. Moving off the field or pressing enter on the keyboard will update the Annual amounts and the final balance figures on the budget.

The balance at the bottom is displayed in both monthly and annual figures:

When you are happy with the edits, select the Update Budget button to save the budget.

To produce a pdf version of the budget for emailing or printing, then select the Download Budget button. A file is produced that will appear in your Downloads folder.

Special note: Auto recurring items are shown with the text (AR) and a green background. These items are able to be bulk loaded onto client statements each month. The setting is used most commonly for Admin and Case Management fees as well as Client Contributions.

For any further questions, do not hesitate to get in touch: https://www.turnpointcare.com.au/contact-us