Overview

Skylight Mental Health offer a range of services including individual support, activity groups, therapeutic groups, counselling, therapy, and support for carers. Skylight also provides support and information, builds community awareness and advocates for improved mental health policy and services.

Skylight Mental Health used multiple ANZ credit cards prior to Budgetly. Not having a solution like Budgetly came with several challenges:

Challenges

• Chasing receipts: Tracking and chasing receipts was a problem with the credit cards so we implemented Dext to try and solve that problem. Even with Dext, receipts were still not being captured and it cost us around 5-6 hours a week to chase them down.
  
  

• No spend control: The credit cards came with their pre set limits. This meant that staff could spend up to that amount even if we didn’t want them too. It also went the other way, if we needed to spend more than the limit, there was no way for us to increas the limit.
  
  

• No end-to-end system: Issuing cards, receipt capture, real-time visibility on transactions, and one-click reconciliation into Xero were all the parts of the expense process that we were managing manually. Now with Budgetly, this is all wrapped up with an easier, end-to-end process.

Results

1. No more chasing receipts!

The app makes it easy for Skylight Mental Health staff to upload receipts at the point of purchase, even sending a notification to prompt them. The receipt and transaction information is then instantly available for the finance team to review. 

“Budgetly’s saved us at least 5-6 hours a week as we’re no longer chasing invoices/receipts or doing unnecessary admin”

Nidhi Gupta, Finance Manager

2. Complete budget control

Skylight Mental Health can instantly top up or reduce budget for their cards that staff are spending on. Any change they make in the system is instantly reflected on the card.

“It’s saved a lot of time, it’s an easier process, we have far more flexibility and our staff love it.”

Nidhi Gupta, Finance Manager

3. Complete end-to-end expense management

Skylight Mental Health can issue cards, set spending rules, instantly top up budgets, track transactions in real-time, and send all the info to Xero by clicking one button.

“Everything’s now real-time, we get instant money requests and can view all transactions as they happen. The accessibility and flexibility is amazing.”

Nidhi Gupta, Finance Manager

4. Ten out of ten support :)

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

“10/10! We’ve luckily only had 1 fraudulent transaction, however this was resolved really quickly and the team was very helpful!”

Nidhi Gupta, Finance Manager

How Skylight Mental Health save six hours every week on their expense management 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, Skylight Mental Health 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. 

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 project or location.

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. 

Skylight Mental Health

Skylight Mental Health offer a range of services including individual support, activity groups, therapeutic groups, counselling, therapy, and support for carers.  Skylight also provides support and information, builds community awareness and advocates for improved mental health policy and services.

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.