Capital Guardians .. redesign, live after Easter.

Going live in April 2016, Capital Guardians technology has been upgraded to more friendly user design that crosses all platforms from desktop to smart phone and tablet.

This is part of our ever evolving mission to eliminate administration while adding governance to individual personal money management. Users will find the same functionality available intuitively, no extra training required.

All residential and homecare users will see a new "dash board" (above), that displays graphically all the incomes, expenditures, accounts and balances within a community in a very visual format, with "traffic light" indicators for real time account status over various indicators.

Significant improvements have been make to statements and their look, accessible for all account stakeholders (families, etc). These can be viewed below.

Transactions page

Displays a listing of recent bank deposits for reimbursements or invoicing
Graphical display of deposits and transaction number
Lists recent transactions and approval status

Multiple invoicing

Selecting "Multiple" remains the best way to quickly claim reimbursements against accounts
System will auto copy descriptions and values for "mass" invoicing
Use in mobile or desktop devices.

Batch upload

Automated invoicing with our "Blast OCR Processing" technology
Can automate with any invoicing/system that can email invoices
Alternatively upload spreadsheets invoice data