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How to Set your Financial Settings

Within this step, you’ll set your week’s start and end dates to ensure your payroll and reporting meet your business needs and date range.

Step 1: Navigate to Financial Settings
  • Access the System Menu
Step 2: Click Financial in the in the menu on the left-hand side of your screen
  • At minimum, we ask for the following fields to be updated:
    • Default Payroll Schedule (weekly, bi-weekly, etc.)
    • Week Start
    • Week End
  • Save any changes

Payable and Billable Reasons

In this area you can adjust the settings to bill and pay for cancelled visits, these settings are accrossed the board. For case by case options please contact support or your implementation consultant to discuss. 

Shift Details Override Note

In this area you can enable and require as well disable override notes when editing shifts. 

For additional information on setting up Sick and Vacation time in this settings Manage Vacation and Sick Time article.

For additional information on Travel Time and Mileage Configuration visit Travel Time and Mileage Agency Settings article