Efficient Resident Accounting
- Seamlessly set up and oversee resident accounts.
- Easily distinguish residents with similar names using the description field.
- Handle credit and arrears transactions with simplicity.
- Effortlessly create non-resident accounts.
- Quick and easy setup using the effective import feature with opening balances from a spreadsheet.
Meticulous Transaction Tracking
- Log individual resident transactions effortlessly.
- Automatically generate receipts for every transaction.
- Maintain an comprehensive transaction history for transparency and accountability.
Simplified Batch Transactions
- Expedite transactions involving multiple residents with batch transaction processing.
- Manage both withdrawals and deposits seamlessly.
- Minimise errors with a built-in check tool.
Effortless Repository Transfers
- Transfer funds between repositories like cash and bank accounts with ease.
- Ensure precision by specifying the correct source and destination repositories.
- Perform cash and bank reconciliations regularly to ensure financial accuracy.
- Effortlessly reconcile cash with features like Loose Change, Bagged Change, and IOUs.
- Simplify bank reconciliation by marking cleared transactions and ensuring a £0.00 difference.
Smooth Account Closure and Reopening
- Close resident accounts with zero balances or address arrears and credits seamlessly.
- Reopen accounts for respite residents effortlessly while preserving transaction history.
- Generate various reports, including statements, receipts, audit reports, and more.
- Export reports to Excel for further analysis and sharing.
Efficient Auditing Administration
- Prepare for regional administration audits confidently.
- Ensure compliance with cash and bank reconciliation standards.
- Keep track of residents in arrears and former residents with outstanding accounts.
Error Correction Assistance
- Correct errors in a standardized and traceable manner.
- Address issues such as incorrect repositories or reconciliations with step-by-step guidance.
- Reach out to our support team for assistance whenever needed.
- Empower your care home to efficiently manage residents’ personal allowance finances with PAL. Say goodbye to administrative hassles and enjoy peace of mind in safeguarding the financial well-being of your residents.
I’m not one for change, but I really do believe that carePORTAL PAL is far better than our previous Personal Allowance system. The batching functionality is easy to use and more detailed, and I find it easier reconciling both the cash and bank through PAL. The information you get with the system is also more detailed and helpful.
carePORTAL PAL is easy to use, and its receipt generation and view reconciliation tab is efficient for proof and observation.
I really like carePORTAL PAL, it’s very user friendly and clear. I like being able to see everything on the same page and it’s a very quick system. Reconciling the personal allowance is much faster, clearer and easier than before and the ease of printing receipts and other documents is great.
I really like the system; it is very easy to use. I find the bulk options for processing things like hairdressing invoices very useful. This feature in particular makes everything much quicker.