Manage your clients finances

Control and management of client’s personal allowances is easily coordinated with CareBlox Allowance. The system allows you to create multiple accounts for the Home and assign account members. All client financial activities are recorded within the system allowing the administrator to track deposits, withdrawals and transfers. As with all CareBlox systems, Allowance has been designed with the user in mind, on screen instructions are displayed throughout and easy to use wizards step you through more lengthy or commonly performed procedures.

Key Features

Creation of multiple group accounts
Ability to assign clients to an account
Records deposits, transfers and withdrawals
Allows batch deposits, transfers and withdrawals
Generates deposit, transfer and withdrawal receipts

Produces client balance statements
Records valuable items entrusted to the Home
Records loss property
Provides detailed management reports

A screenshot of Petty Cash

A screenshot of Batch Transactions

The fundamental core of the CareBlox Allowance system is the ability to track account transactions and provide statements and receipts. Not only can withdrawals, transfers and deposits be made to individual accounts but the batch system speeds up the process of recording transactions between multiple clients and a sole provider, for example a hairdresser or newsagents.

Lost and Found - As well as managing clients' personal finances, CareBlox Allowance also tracks and records valuable items entrusted to the Home and lost property.

On entering the system the main client screen provides the administrator with a list of all their clients and a balance summary as quick reference. The client viewer screen is a great place to get an overview or to spot at a glance any anomalies which can be examined in further depth within the system.

Allowance FAQ's

Can I still view clients‘ transactions once the account has been closed?

Yes. On the Client Viewer screen click the tab at the top called Closed Clients, Click the History short cut key next to the client you want. All the transactions for this client are now shown.

Can I reprint a transaction receipt at a later date?

Yes you can. Go to Clients from the Main Menu then select the History tab from the Sub Menu (or use the history short cut key next to the clients name on the viewer) select the client, then next to the transaction click the receipt PDF.

Do you have to use your own receipt books in conjunction with Allowances

No. In the Administration section you can choose to allow Allowances to create its own receipt numbers or with this switched off you can use your own.

Can you make a single deposit or withdrawal that is split across several accounts e.g. Paying a hairdressing invoice?

Yes you can. Allowances allows you to create a Batch Deposit or Withdrawal. All you do is enter the Invoice Details or Deposit details then choose the clients that the amount is to be allocated against, and it still produces individual receipts.

"I can see all my homes petty cash expenditure from where ever I am, so they no longer have to ask me to send them a cheque! I can immediately see what they have spent the cash on and when I need to send a top up."