First steps
1
Log in and find your workspace
Log in at app.visualcare.com.au. Your key areas are:
- Data Export for payroll and invoice exports
- Timesheets for reviewing and confirming shifts before export
- Clients → Agreements for managing funding and billing
2
Connect your accounting software
Visualcare integrates with Xero, MYOB, and other accounting platforms. Connecting your accounting software is the first step to exporting invoices and payroll data.See Xero integration for the most common setup, or Billing to accounting software for an overview of all supported platforms.
3
Set up services for invoicing and payroll
Services in Visualcare need accounting codes and pay items mapped so that exports contain the right data for your accounting software.See Services sync for how service codes link to your accounting platform.
4
Understand how timesheets flow to exports
Shifts move from the roster to timesheets, then from timesheets to your accounting software. Familiarise yourself with the confirmation and export process.See All timesheets and Exporting payroll data.
Key finance tasks
Invoicing sync
Export invoices to your accounting software
Payroll sync
Export payroll data for processing
Kilometres sync
Export travel kilometres for reimbursement
Variation approval
Review and approve timesheet variations before export
Funding-specific finance
Depending on the funding types your organisation works with, you’ll use different areas of Visualcare for billing and claiming:Ongoing tasks
Running into issues?
See Xero export errors and Integration troubleshooting for common finance-related issues.Related articles
Quick start: Admin
System setup, users, and permissions
Quick start: Scheduler
Rostering and shift management
Claiming and invoicing overview
How the billing and claiming process works end to end