“Budgetly has solved all of our issues. Everything in one spot. End of month reconciliation is much easier than it was before!”
Brodie Chapman, Finance Administrator
Overview
Inclusive Disability Assist is a registered non-profit NDIS provider responding to the local communities demand for quality disability support services. Situated in Kallangur QLD, they have been caring for individuals all over the Greater North Brisbane region for over three years. Inclusive Disability Assist believe that everybody should have the opportunity to live a fulfilling life, and with a team of qualified support workers covering a broad range of skills, they ensure that they deliver the best service one is looking for!
Inclusive Disability Assist were using Australia Post cards prior to using Budgetly. This came with several challenges:
Challenges
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Time spent on admin: With the Australia Post cards, the expense process was entirely manual. Whenever they needed a new card, they required a new user, new email address and this meant that they could not see everything all in one place with one login. They spent so much time logging in and out not to mention the time needed to reconcile the cards was a nightmare. There was also so much time wasted going back and forth from the post office.
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Tracking and chasing receipts: Receipts were a very hit and miss type process. Having the cards was a step up from petty cash but still produced problems. There was nothing built in to help with receipts.
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No real-time visibility: The staff could log in to view transactions on each card but it was so fiddly as there was no centralised database for them to access.
Results
1. Admin time greatly reduced!
No more time spent logging in and out of the Australia post portal per card and no more time spent going back and forth to the post office. Their reconciliation time at month end has also been greatly reduced.
“End of month reconciliation is much easier than it was before!”
Brodie Chapman, Finance Administrator
2. Instant budget top-ups!
Their real-time view of budgets allows them to see everything at the click of a button. The staff can top up or reduce budgets by clicking one button and the changes are instant.
“Budgetly is so simple, easy to understand and use. We really liked the dashboard view.”
Brodie Chapman, Finance Administrator
3. No more chasing receipts.
Inclusive Disability Assist can issue cards instantly for staff who need to make purchases and can freeze or cancel them at the click of a button. The mobile app prompts staff to upload their receipts as soon as they tap their card and all transaction information is available in the real-time dashboard.
“We can quickly top up budgets which control the spending on the cards - we know exactly what’s going on!”
Brodie Chapman, Finance Administrator
4. 10/10 support :)
Every Budgetly customer has unlimited free telephone support, 1 to 1 screen share video training email support and live chat support.
“The support is very good. Always a fast reply and always very friendly!”
Brodie Chapman, Finance Administrator
How Inclusive Disability Assist removed tedious admin work by using Budgetly!
Budgetly prepaid corporate debit cards are available in physical and digital formats, with virtual cards available instantly upon application. Staff can add Budgetly’s virtual cards to their mobile wallets and use them immediately in any location.
With Budgetly’s preloaded cards, Inclusive Disability Assist staff can transact, capture their receipts using a smartphone, and upload them to the app. In addition, Budgetly’s expense management software automatically records transaction details such as vendor names and transaction amounts.
Support staff can also add notes to each transaction and assign them under categories and tags set by finance teams. This allows the team to easily filter and view relevant transactions based on tours or expense categories.
Finance teams can allocate budgets for each card and set spending limits to avoid overspending. Additionally, these budgets can be automated to reset or roll over every fortnight.
Example of Budgetly’s budgeting functionalities
Requesting a money top-up is hassle-free on the app, and finance teams can approve them with a click of a button. In addition, all staff transactions can be viewed on the software, giving administrators more control over company budgets.
Example of Budgetly’s budgeting functionalities
Budgetly offers additional expense management functionalities: |
Issue unlimited Visa debit cards instantly
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Flag unnecessary transactions in real-time
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Eliminate lost receipts & receipt-chasing |
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Automatically reconcile transactions
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Sync all transactions with Xero |
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Fast transaction reports for audits |
Cancel or freeze cards in one-click |
For more information on Budgetly and how we work for businesses, schedule a demo with us today, or watch a 10-minute recorded demo.
About Inclusive Disability Assist
Inclusive Disability Assist is a registered non-profit NDIS provider responding to the local communities demand for quality disability support services. Situated in Kallangur QLD, they have been caring for individuals all over the Greater North Brisbane region for over three years. Inclusive Disability Assist believe that everybody should have the opportunity to live a fulfilling life, and with a team of qualified support workers covering a broad range of skills, they ensure that they deliver the best service one is looking for!
About Budgetly
Budgetly is an Australian prepaid corporate card and expense management software provider. We’re committed to making expense management easy for all companies and improving their expense processes. Our service is adopted by many NDIS providers, aged care providers, charities, and businesses across Australia.