Australian Behaviour Consultants uses Budgetly to gain “flexibility and control” without the hassle
“Finding a solution that was based in Australia was important to us. We could have got a bunch of company credit cards, but we would have hard far less control, more fees and the process of actually getting cards would have been a lot harder.
Budgetly gave us the flexibility and control without the hassle.”
Dale Hubert, Administrative Manager
Overview
Australian Behaviour Consultants Behaviour Support (ABC Behaviour Support) is an NDIS Registered Specialist Behaviour Support Provider, with headquarters in Grafton, NSW. They work with people between the ages of 7 through to 65 years of age, who are NDIS funded with the ‘capacity building’ supports and have ‘improved relationships’ started in their NDIS plan.
Staff at ABC Behaviour Support were making purchases with their own money prior to Budgetly, which came with several challenges:
Challenges
- Chasing receipts: At times, staff would often not seek approval before making a purchase making the the process of reconciling difficult due to the absence of spending control.
- Manual reimbursement process: Collecting receipts for staff expenses were completely manual and time-consuming, deeming to be inefficient and frustrating.
- 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.
Results
1. No more chasing receipts!
The Budgetly app makes it so easy for ABC Behaviour Support 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!
“Chasing receipts was painful! Staff would also often not seek approval before making a purchase, but we now have much more control on who’s spending what.”
, Dale Hubert, Administrative Manager
2. More efficient and time-saving through automation
The Budgetly app makes it so easy for ABC Behaviour Support staff to upload receipts, and track information through the real-time transaction feed that is synced to Xero, at their fingertips.
“Budgetly has saved us a LOT of time, as we’re no longer dealing with allocations in banking apps and reconciling. It’s SO much easier with the Xero integration which is easy to use and very user-friendly.”
, Dale Hubert, Administrative Manager
3. Real-time funds and budget control
With Budgetly, ABC Behaviour Support 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.
“We could have got a bunch of company credit cards, but we would have hard far less control, more fees and the process of actually getting cards would have been a lot harder. Budgetly gave us the flexibility and control without the hassle.”
, Dale Hubert, Administrative 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.
“A+! We always get help whenever we need it.”
, Dale Hubert, Administrative Manager
How ABC Behaviour Support bids farewell to chasing receipts 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, ABC Behaviour Ssupport 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
Flag unnecessary transactions in real-time
Eliminate lost receipts & receipt-chasing
Automatically reconcile transactions
Sync all transactions with Xero
Fast transaction reports for audits
Cancel or freeze cards in one-click
About ABC Behaviour Support
Australian Behaviour Consultants Behaviour Support (ABC Behaviour Support) is an NDIS Registered Specialist Behaviour Support Provider, with headquarters in Grafton, NSW. They work with people between the ages of 7 through to 65 years of age, who are NDIS funded with the ‘capacity building’ supports and have ‘improved relationships’ started in their NDIS plan.
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.
