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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

 

 Select your Shift Details Override Note

Payable and Billable Reasons

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

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