Overview

Supports In Sync provides a comprehensive range of services and support to people with disabilities and their families, as well as aged care clients and professionals in the heart of Perth, Australia.

The manager at Supports In Sync previously made cash withdrawals from the bank and dispersed physically by delivery to staff before Budgetly, which came with several stark challenges:

Challenges

• Manual reimbursement process: Collecting receipts for staff expenses were completely manual and time-consuming, receipts were kept until the end of the month and scanned into the system to be reviewed by an accountant externally.
  
  

• Lack of budgeting control: The manual process of receipt collection in turn meant a lack of full transparency on what was spent in real-time, often leading to further unnecessary admin work to reconcile.
  
  

• Time consuming physical labour: The biggest hassle was the time taken out to drive to the bank, park the car and line up which generally took up to one hour each time. Then, dropping cash at the house and manually collecting and scanning receipts. The whole process was deemed highly inefficient, diverting staff’s time and energy away from other important company activities.

Results

1. No more chasing receipts (or bank visits!)

The Budgetly app makes it so easy for Supports In Sync 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 are saving approximately 5 hours per week across all staff involved in the process.”

Bhuwan Khadka, Managing Director

2. Real-time funds and budget control

With Budgetly, Supports In Sync 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.

“Prior to Budgetly, receipts being lost and this was also a drama to deal with, which then costs money as you can’t claim the GST.”

Bhuwan Khadka, Managing Director

3. Agile and robust expense management

Now, Supports In Sync can issue cards, set spending rules, instantly top up budgets, track transactions in real-time, and reconcile into their accounting software, hassle-free.

“Budgetly certainly saves time - the integration with Xero is fantastic.”

Bhuwan Khadka, Managing Director

4. Great support whenever and wherever!

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

“Support is good - no real need to call but the Budgetly team are always very helpful.”

Bhuwan Khadka, Managing Director

How Supports In Sync eliminated bank visits 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, Supports In Sync 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 Supports In Sync

Supports In Sync provides a comprehensive range of services and support to people with disabilities and their families, as well as aged care clients and professionals in the heart of Perth, Australia.

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.