General
General Finance article guidance.
By Yusef1 author41 articles
- Keep Client Confidential and Abbreviate Client's name settings explainedIn this article, we explain the effects of ticking Keep Client Confidential and using the Abbreviate Client's name setting in Admin Tool.
- AutosaveIn this article, we confirm whether Mosaic supports Auto Save for forms and letters.
- Finance authorisation audit not showing in the element details tab
- Finance overnight job BATSUMMARYIn this article, we explain what the overnight finance job BATSUMMARY does.
- Finance: Impact of unchecking ‘requires confirmation’ on the element details screenIn this article, we explain what happens when you uncheck ‘requires confirmation’ on the element details screen.
- Financial assessment audit trail for service userIn this article, we will explain how to check the audit trail for a financial assessment of a service user.
- Financial Assessment result only accepts Mondays as input datesIn this article, we explore if any date can be added to the Non-Residential Financial Assessment, not just Mondays.
- Reassign a finance authorisation taskIn this article, we cover how to reassign a finance authorisation task.
- Request the new CLC financial assessment formIn this article, we cover requests, issues, and queries raised during testing of the new financial assessment form.
- Request to change to our AP or AR interface, Finance Consultancy, Documentation, or Other Project WorkIn this article, we cover finance interface changes, bulk data loads, consultancy queries, and requests for documentation.
- Requests for DBA/Infrastructure tasks to be carried out related to a Finance functionalityIn this article, we explain how to manage finance interfaces, turning them on and off, changing destinations, and adjusting schedules.
- View only access to the Finance menuIn this article, we explain whether it's possible to give users view-only access to the Finance menu.
- Regular payment processing explainedIn this article, we'll explain how regular payments are paid, depending on their frequency.
- PAYMENTS table in MosaicIn this article, we explain how deletions occur in the PAYMENTS table and whether they’re logged or identifiable for auditing.
- Purchase Order text displaying costIn this article, we explain whether the cost text shown on Purchase Orders can be changed and how to manage those settings.
- Activate your calendar and add extra bank holiday datesIn this article, we explain what to do to update the Mosaic calendar with additional bank holidays after activation.
- Default budget code when there is multiple to selectIn this article, we explore how to set a default budget code in purchasing so you don’t need to select it from the dropdown.
- Reopen an ended budget stepIn this article, we explain if you can reopen an ended budget step.
- Authorisation level showing too high for package authorisationIn this article, we explain why the authoriser level may be too high or not match rule settings when sending an authorisation request.
- Authorisations tab empty on service element details screenIn this article, we explain why authorisation details may be missing for your element.
- Service isn't there when I click Generate ContributionsIn this article, we explain why a service may not appear in the popup when generating contributions in a purchase workstep.
- Export Interface file is not workingIn this article, we explain common interface file issues incorrect content, unknown values, rejections, odd characters, and blank exports.
- B13b Report - Expenditure Next Year column is showing only NULL valuesIn this article, we explain why the B13b Report may show only NULL values in the Expenditure Next Year column and how to fix it.
- Description of Business Objects universe objectsIn this article, we explain the origin and purpose of business universe objects in Mosaic.
- Email notifications sent from hosted serversIn this article, we explain how hosted servers using non-standard email packages can affect interface notifications and delivery.
- Not received AP or AR interface fileIn this article, we explain what to do if AP/AR files, exports, or payment cycle files are missing, incorrect, or inaccessible.
- Paid_Up column on the Real_Commitments tableIn this article, we explain what the Paid_Up column on the Real_Commitments table does.
- Add or remove addresses for the SFTP interface file transfer listIn this article, we explain how to add or remove email addresses for SFTP job transfer completion notifications.
- Set End Reason field as mandatory on Care Package Adjustment screenIn this article, we explain whether the End Reason field is mandatory for an Unplanned End of service on the Care Package Adjustment screen.
- Do I need a Service User Group attached when purchasingIn this article, we explain why budget codes and suppliers may not pull through on purchasing screens.
- Use of Mosaic invoicesIn this article, we explore whether Mosaic invoices are the right choice and what impact they may have.
- Change of rejected invoices to pending status in an unfinished payment cycleIn this article, we explain how to return rejected invoices to pending status within an incomplete payment cycle and key considerations.
- Linking a step-in organisation to a service user's workflowIn this article, we will explain if it's possible to link a step-in organisation to a service user's workflow.
- Change the placement end dateIn this article, we explain how to change the placement end date, including adjusting it by a single day if needed.
- Unable to extend the end date of a completed serviceIn this article, we’ll explain why you can’t change the end date of a service once it’s ended.
- Multiple rate periods applied but two or more without end datesIn this article, we explore why two applied rate periods might appear without end dates.
- Exclude service users from FABU according to their servicesIn this article, we explain how to exclude service users from FABU based on services, e.g. running it only for residential clients.
- Setting up new Service User GroupsIn this article, we explain how to set up a new Service User Group (SUG).
- Increasing the maximum financial assessment amount for a service userIn this article, we’ll cover if and how a full cost assessment result can be increased.
- Add a Budget Code to the Translation TableIn this article, we explain how to add a Budget Code to the Translation Table.
- Reassign an invoice variation taskIn this article, we’ll explain why you don’t see the option to reassign an invoice variation task.