> ## Documentation Index
> Fetch the complete documentation index at: https://support.visualcare.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Quick start: Finance officer

> A getting-started checklist for finance officers covering invoicing, payroll exports, and accounting integrations in Visualcare

As a finance officer, you handle invoicing, payroll exports, and accounting integrations in Visualcare. This guide covers the essential setup and day-to-day tasks to get you productive.

## First steps

<Steps>
  <Step title="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

    See [Logging in](/getting-started/logging-in) and [Dashboard overview](/getting-started/dashboard-overview) to get oriented.
  </Step>

  <Step title="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](/integrations/xero) for the most common setup, or [Billing to accounting software](/finance/billing-to-accounting-software) for an overview of all supported platforms.
  </Step>

  <Step title="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](/finance/services-sync) for how service codes link to your accounting platform.
  </Step>

  <Step title="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](/timesheets/all-timesheets) and [Exporting payroll data](/finance/exporting-payroll-data).
  </Step>
</Steps>

## Key finance tasks

<CardGroup cols={2}>
  <Card title="Invoicing sync" icon="file-invoice-dollar" href="/finance/invoicing-sync">
    Export invoices to your accounting software
  </Card>

  <Card title="Payroll sync" icon="money-check-dollar" href="/finance/payroll-sync">
    Export payroll data for processing
  </Card>

  <Card title="Kilometres sync" icon="road" href="/finance/kilometres-sync">
    Export travel kilometres for reimbursement
  </Card>

  <Card title="Variation approval" icon="check-double" href="/timesheets/variation-approval">
    Review and approve timesheet variations before export
  </Card>
</CardGroup>

## Funding-specific finance

Depending on the funding types your organisation works with, you'll use different areas of Visualcare for billing and claiming:

| Funding type          | Key article                                                                                                                     |
| --------------------- | ------------------------------------------------------------------------------------------------------------------------------- |
| NDIS                  | [NDIS agreements](/client-management/ndis-agreements) and [NDIS tab and statements](/client-management/ndis-tab-and-statements) |
| Support at Home (SAH) | [SAH financials](/client-management/sah-financials) and [Billing to SAH](/finance/billing-to-sah)                               |
| CHSP                  | [CHSP agreements](/client-management/chsp-agreements) and [Billing to CHSP](/finance/billing-to-chsp)                           |
| HCP                   | [HCP financial exports](/finance/hcp-financial-exports)                                                                         |
| DVA                   | [DVA agreements](/client-management/dva-agreements)                                                                             |

## Ongoing tasks

| Task                  | Where to find it                                                                                                       |
| --------------------- | ---------------------------------------------------------------------------------------------------------------------- |
| Confirm timesheets    | [All timesheets](/timesheets/all-timesheets)                                                                           |
| Approve variations    | [Variation approval](/timesheets/variation-approval) or [Bulk variation approval](/timesheets/variation-approval-bulk) |
| Export invoices       | [Invoicing sync](/finance/invoicing-sync)                                                                              |
| Export payroll        | [Payroll sync](/finance/payroll-sync)                                                                                  |
| Review travel and KMs | [Travel time and kilometres](/timesheets/travel-time-and-kilometres)                                                   |
| Manage pay rates      | [Pay rates](/worker-management/pay-rates)                                                                              |

## Running into issues?

See [Xero export errors](/troubleshooting/xero-export-errors) and [Integration troubleshooting](/troubleshooting/integration-issues) for common finance-related issues.

## Related articles

<CardGroup cols={2}>
  <Card title="Quick start: Admin" icon="user-gear" href="/getting-started/quick-start-admin">
    System setup, users, and permissions
  </Card>

  <Card title="Quick start: Scheduler" icon="calendar" href="/getting-started/quick-start-scheduler">
    Rostering and shift management
  </Card>

  <Card title="Claiming and invoicing overview" icon="file-invoice" href="/finance/claiming-invoicing-overview">
    How the billing and claiming process works end to end
  </Card>
</CardGroup>