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Finance - New Booking

Within this section, you are able to add;

  • New Shift - If a shift has occurred that was not rostered in allocations but you are provided confirmation from timesheet or client you can create a booking with the status of Shift Booked with the member to process.

    • Service Location
    • Qualification
    • Date and Day
    • Shift type
    • Start
    • End
    • Professional 
    • Appoint Member
      • You will not be able to appoint someone who is terminated into a shift!
  • Adjustment Shift - Follow these steps How to Create an Adjustment Shift?

    • If you have under paid or charged, using an adjustment shift will help you get the missing amount
  • Reversal Shift - Follow these steps - How to create a reversal shift

    • If you have over paid or charged, using an reversal shift will help you retrieve overcharge/paid amount