Missing Visit Duration Line Item

Steps:

1. Click the link in the alert to resolve the issue directly.

2. Go to the Line Items section and click Add Line Item under the Visit Duration section.

3. Check the Bill Using and Pay Using fields and ensure they are set to Scheduled Time. Most organisations use this setting by default.

4. Scroll to the lower part of the Edit Booking page and specify your changes in the What have you changed in this version field.

5. Click Save.

The Visit Duration line item is missing. Visit Duration represents the time between check-in and check-out. It is important for accurate billing and payroll calculations, as it reflects the actual time spent delivering the service.

Missing Line Items

Steps:

1. Click the link in the alert to resolve the issue directly.

2. Go to the Line Items section and click Add Line Item as needed.

3. Complete other required fields.

4. Scroll to the lower part of the Edit Booking page and specify your changes in the What have you changed in this version field.

5. Click Save.

Form more information, see the Track Manual Line Items documentation.

The booking does not have the required line items, such as Manual Line Item, Visit Duration, Distance Travelled with Client, Callout Distance, or Sleep Over. Check and add any missing line items as needed.

Missing Funding Source

Steps:

1. Click the link in the alert to resolve the issue directly.

2. Go to the Billing Categories and Funding Sources section.

3. Select the appropriate funding source.

4. Scroll to the lower part of the Edit Booking page and specify your changes in the What have you changed in this version field.

5. Click Save.

For more information, see the Configuring Funding Source Templates documentation.

The booking does not have a funding source assigned. A funding source is required for billing. Check and assign the appropriate funding source.

Missing Billing Categories

Steps:

1. Click the link in the alert to resolve the issue directly.

2. Go to the Billing Categories and Funding Sources section.

3. Check the Funding Source section to ensure the client is using the correct funding source.

4. Scroll down to each flagged billing category. An exclamation mark indicates that the billing category is not available under the client’s current funding source.

5. To resolve the issue, go to the client’s profile and navigate to the Funding Sources section.

6. Click the current funding source to edit it.

7. Go to the Billing Categories field.

8. Search for the flagged billing category.

9. Check the flagged billing category to include it in the current funding source.

10. Then, return to the Service Review board where you are editing the booking. You will see that the flagged billing category no longer has an exclamation mark, indicating it is now included in the client’s funding source.

11. Under the Status column, check the box if you believe it is appropriate to apply the billing category to the client’s booking. Use your discretion and ensure the selection is accurate.

12. Repeat the same steps for any other billing categories that are flagged.

13. Scroll to the lower part of the Edit Booking page and specify your changes in the What have you changed in this version field.

14. Click Save.

For more information, see the
Understanding the different types of Billing Categories documentation.

The booking does not have billing categories assigned, which are needed to apply the correct rates and billing rules. Billing categories help ensure charges for time, travel, call outs, sleepovers, and recurring fees are accurate. Review the booking and add the required billing categories.

No Time Category Billing Category is Applied

Steps:

1. Click the link in the alert to resolve the issue directly.

2. Go to the Billing Categories and Funding Sources section.

3. In the Time Category section, locate the relevant billing category for the booking.

4. Under the Status column, check the box if you believe it is appropriate to apply the billing category to the client’s booking. Use your discretion and ensure the selection is accurate.

5. Scroll to the lower part of the Edit Booking page and specify your changes in the What have you changed in this version field.

6. Click Save.

For more information, see the
Understanding the different types of Billing Categories documentation.

There is no selected Time Category in the Billing Categories and Funding Sources section.

Not Related Service and Billing Categories

Steps:

1. Click the link in the alert to resolve the issue directly.

2. In the Delivery Details section, check the Service/Product field to identify the service included in the client’s booking.

3. Go to the Billing Categories section to verify that the billing categories are appropriate for the service included in the client’s booking.

4. Under the Status column, check the box if you believe it is appropriate to apply the billing category to the client’s booking. Use your discretion and ensure the selection is accurate.

5. Scroll to the lower part of the Edit Booking page and specify your changes in the What have you changed in this version field.

6. Click Save.

For more information, see the
Understanding the different types of Billing Categories documentation.

The selected service for the booking does not match one or more assigned billing categories. This may prevent correct billing for the service

Not Related Funding Source and Billing Categories

Steps:

1. Click the link in the alert to resolve the issue directly.

2. Check the Funding Source section to ensure the client is using the correct funding source.

3. Check the alerts in the Billing Categories section and scroll to each flagged category.

4. An exclamation mark indicates that the billing category is not available under the client’s current funding source.

5. To resolve the issue, go to the client’s profile and navigate to the Funding Sources section.

6. Click the current funding source to edit it.

7. Go to the Billing Categories field.

8. Check the flagged billing category to include it in the current funding source.

9. Then, return to the Service Review board where you are editing the booking. You will see that the flagged billing category no longer has an exclamation mark, indicating it is now included in the client’s funding source.

10. Under the Status column, check the box if you believe it is appropriate to apply the billing category to the client’s booking. Use your discretion and ensure the selection is accurate.

11. Repeat the same steps for any other billing categories that are flagged.

12. You may also see an alert with an exclamation point stating This billing category is from a contractor, which means it is not included in the client’s current funding source and cannot be billed.

13. To resolve this, either update the client’s funding source to include the contractor’s billing category, or select a different billing category that matches the client’s funding source.

14. Scroll to the lower part of the Edit Booking page and specify your changes in the What have you changed in this version field.

15. Click Save.

The chosen funding source for the booking does not match one or more assigned billing categories.

Archived Billing Categories

Steps:

1. Click the link in the alert to resolve the issue directly.

2. Identify the billing category with an alert. When you click the description, it indicates, The billing category is not in client’s funding source. This billing category is already archived, meaning the billing category is no longer available for use.

3. If the billing category has been archived, deselect it to remove it from the booking and ensure it is no longer applied. Review the booking to confirm that only active billing categories are selected.

4. Scroll to the lower part of the Edit Booking page and specify your changes in the What have you changed in this version field.

5. Click Save.

The booking uses a billing category that has been archived and should not be applied. Archived categories cannot be used for current billing.

Unallocated Booking

Steps:

1. Click the link in the alert to resolve the issue directly.

2. In the Delivery Details section, find the Allocated To field and select the appropriate staff member from the dropdown to allocate to the booking.

3. Complete any other required fields as prompted.

4. Scroll to the lower part of the Edit Booking page and specify your changes in the What have you changed in this version field.

5. Click Save.

This issue occurs when no staff member has been assigned to the booking. Without an assigned staff member, the service cannot be delivered or billed.