Ovivio UK

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Everything to help you get started with Ovivio Finance, including settings, funding, deposits and reports.

Finance

Export invoices in various formats compatible with Xero, Sage 50, and Quickbooks

Nursery accounting exports

Wondering how to create consumables in Ovivio? Follow our step-by-step instructions.

Finance | Consumables

Extra sessions, items, and discounts are set up at a nursery level and allocated to the child.

Finance 2: Extra Sessions, Extra Items & Discounts

Adding payments and oversee accounts in Ovivio. Learn more with our quick payments video or read our step-by-step guide!

Payments & Account Balances

Explore Blossom's Finance settings including invoice number sequencing, accounting exports, discounts, consumables and more here

Finance Settings

On Ovivio we have three different funding types that a nursery can set up. These can be manual/automatic additions, or invoice subtractions

Finance 2: Funding allocation options

How to apply funding to a child once funding has been created at a nursery level on your nursery's Blossom platform.

Finance 2: Applying Funding

Explaining how Manually Allocated Funding works on the Ovivio platform, where funded hours can be applied to specific sessions or hours.

Finance 2: Manually Allocated Funding

One of the funding allocation types, 'Subtract Funding Amount from Invoice', works by subtracting the funding amount rather than hours.

Subtract Funding Amount from Invoice

Explore Funding on Ovivio, including the options available and the difference between stretched and non-stretched funding.

Finance 2: Funding

Learn how to set up funding, apply it to the right children and easily report on it with these Blossom guides

Funding on Blossom

Invoices and Bulk Invoicing

A guide to Ovivio's finance elements in the child profile, including bank details, invoicing, notes and payments made/due.

Finance in the Child Profile | Overview

Made a mistake with your Ovivio invoice? No problem, you can credit note the invoice and see it cancelled or create credit brought forward.

Credit Notes

Learn how to create a booking pattern for a child on Ovivio, and add everything you need to make it representative of the child in question

Finance 2: Booking Patterns

Understanding the terminology of Ovivio's available invoice statuses.

Invoice Statuses

How to start accounts in Ovivio with an opening balance and more, diving into balance adjustments along with payments due and overpayments.

Credit & Debit Brought Forward

Bad debt refers to unpaid invoices from parents that are unlikely to ever be paid. See below for how to mark an invoice as bad debt.

Bad Debt

See finance at a child level with these guides on invoicing, credit notes, booking patterns, extra sessions and more!

Finance in the child profile

The Ovivio deposits page provides an overview of all held deposits & deposit activity. The table shows a breakdown of deposit information.

Deposits Overview

Put insurance on a prospective placement with Deposits on Blossom. Learn about invoicing for a deposit, refunding them and a general deposits overview.

Deposits

Forecasts, debt chasing and payment analysis are all possible with our financial reporting features.

Financial Reporting

There are several revenue reports available on Ovivio. Here's how you access them, with options split by room, age and total income.

Revenue Reports

With Ovivio you can pull reports on credit notes and balances, and export them to Administrators and Managers.

Credit Notes & Balances Reports

Ovivio's funding report provides a detailed list of funding amounts and hours that have been allocated to children.

Funding Report

To gain deeper insights into managing your setting's debt, Ovivio offers two debt reports on your platform: Aged Debt and Bad Debt.

Aged & Bad Debt Reports

The Ovivio financial forecasting report provides you with a monthly overview of future fees forecasted over your selected year.

Forecasting Report

Keep a close eye on your finances with these report guides relating to revenue, credit notes, funding, debt and forecasting.

Financial reports

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