Billing Familiarisation

Who should attend?

Suitable for anyone who wants to use Mosaic Finance for billing cycles.

What will I learn?

Delegates will see the full process of certifying and completing billing cycles and leave with an understanding of how bills are processed.


1/2 day with talks or 1 day with hands-on experience.



Course Programme

- Configuration concepts

- Completing billing cycles


Who should attend?

Suitable for anyone using Mosaic Finance for processing billing cycles. For example, staff involved in setup, project teams, trainers, new system administrators, leading financial assessment and billing staff.

What will I learn?

The course will take you through the processes required for billing (Residential, CRAG, Non- Res Fairer Charging, Direct Payments etc). It will also cover the day to day work of managing billing once set up. We will cover both how and why the screens are used and the underlying functionality being used. This may require more time as the course is meant to explain the functionality available, however this could be tailored for each session. For example, the best practice ponfiguration financial assessment form could be an all-day course.


1 day


Purchasing course and Payments course (and access to admin tool required)

Course Programme


- Financial assessments

- Place holder charges

- Finance assessment results

- Entering actuals

- Running billing cycles

Admin Tool

- Contribution types

- Auto charging

- Billing cycles


Finance Consultancy and Professional Services

Mosaic is a critical system that supports the recording of highly detailed and sensitive information about service users and their families for both case manage…

Mosaic Finance Consultancy - Payments

Suitable for anyone who wants to use Mosaic Finance for processing invoices in payment cycles. An optional session to hand some hands-on experience

Mosaic Finance Consultancy - Purchasing

Suitable for anyone who wants to see mosaic finance for commissioning care packages and creating Purchase orders. An optional session to hand some hands-on expe…

Finance Professional Services

Summary of professional services available to our Mosaic users

Calculations in Forms

The forms scripting for Mosaic’s Template Manager training course is designed to provide a comprehensive overview of the Calculation and Validation functionalit…