How do I control spending in Capital Guardians?
November 3rd, 2023 
Capital Guardians has a significant number of controls for customers to control expenditure, including:
- Selecting the service providers who have access to invoice the resident (including taking service providers off)
- Total limits per supplier. A customer can limit the total billings any supplier can make in a week by selecting the total supplier limit. Note, facilities are also service providers and limits can be made here on the amount of cash given out at facilities.
- Daily limits per supplier. This restricts the total billing value (on a day)
- Using the budget and booking tool available organisations or self-managed account holders and/or their representatives. The booking tool allows users to allocate a budget to several service providers and ensuring requests for goods and services are kept within budget, and the supplier has written confirmation of what can be invoiced.
Please note, the system controls above are really a backup. The most appropriate control comprises individual discussions with service providers and/or carers (i.e. care organisation) on appropriate spending, affordability, and limits. It is very important for service providers to understand restrictions independently of the Capital Guardians system not allowing an invoice to be created. When an invoice cannot be created, it does not mean a debt is not owing.
These controls appear in your login; alternatively, you can contact Capital Guardians for advice.
