Overview

Sanctuary Family Solutions provide solutions, support and training to people with disabilities and small businesses. Established in 2017, the local Townsville company is made up with people from all walks of life who can assist with in-home support, nursing care, as well as a broad range of other tasks as required.

Staff at Sanctuary Family Solutions were undergoing manual reimbursements on a weekly basis while using petty cash prior to Budgetly, which came with several challenges:

Challenges

• Manual reimbursement process: Collecting receipts for staff expenses were completely manual and time-consuming, which meant a lot of manual labour for staff in-house.
  
  

• Time consuming reconciliation: As a result of the above, this lead to an increase in manual administrative tasks, doubling the office staff in order to reconcile within deadlines.
  
  

• Time taken for categorising transactions: The manual process of receipt collection in turn meant an increase in employee inefficiencies and wasting time on manual labour.
  

Results

1. Real-time funds at your fingertips

With Budgetly, Sanctuary Family Solutions can instantly allocate funds to an employee’s card OR reduce funds by clicking one button. Having all the card controls in one portal makes it easy to manage, including issuing cards instantly.

“With Budgetly, we now have saved time and solved a lot of the problems we had using petty cash!”

Shanna Theaker, Finance Manager

2. No more chasing receipts!

The Budgetly app makes it so easy for Sanctuary Family Solutions staff to upload receipts, and even sends them a notification. The receipt and transaction information is instantly available for the finance team to review, which makes an audit so much easier!

“Budgetly has now meant that we don’t need to track every single transaction manually on paper form and keep receipts.”

Shanna Theaker, Finance Manager

3. All-in-one expense management.

Now, Sanctuary Family Solutions can issue cards, set spending rules, instantly top up budgets, track transactions in real-time, and reconcile into their accounting software, pain-free.

“Without Budgetly, we’d be stuck doing the same process, still wasting time.”

Shanna Theaker, Finance Manager

4. Fantastic support :)

Every Budgetly customer has unlimited free telephone support, 1 to 1 screen share video training email support and live chat support.

“10/10 - Budgetly is very good at following up on things!”

Shanna Theaker, Finance Manager

How Sanctuary Family Solutions 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, Sanctuary Family Solutions 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

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 Sanctuary Family Solutions

Local to Townsville, Sanctuary Family Solutions provide solutions, support and training to people with disabilities and small businesses. Established in 2017, the company is made up with people from all walks of life who can assist with in-home support, nursing care, as well as a broad range of other tasks as required.

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.