Crediting shifts

Below are the different ways a shift should be credited dependent on the scenario

To fully credit a shift (and not re-bill it)

1. Go to the adjustment screen

2. Set the hours to zero (set the start and end time as the same)

3. Submit the adjustment

4. Go to the timesheet screen and find the job

5. Authorise the “adjusted” shift

6. Process billing on that booking

7. Credit will be generated for the original shift, meaning no new invoice will be generated for re-charge as the amount would be zero

8. new zero quantity shift will still clash with other bookings if the hours clash

To adjust the rates on a booking

1. Edit the booking rates and reconfirm the booking

2. You do not need to credit before changing the rates, you should be able to edit and reconfirm without a clash unless there is another booking on the system that this booking now clashes with

3. Credit and re-invoice the shifts without changing the hours.

4. Shifts will be re-invoiced at updated rates

To credit shifts to allow a different booking to be reconfirmed

1. Go to the adjustment screen

2. Set the hours to zero (set the start and end time as the same)

3. Submit the adjustment

4. At this point, all shifts we’re working with are either credited or adjusted and will not clash with anything

5. RECONFIRM OTHER BOOKING AT THIS POINT

6. Go to the timesheet screen

7. Authorise the “adjusted” shift

8. Process billing on that booking

9. Credit will be generated for the original shift, no new invoice will be generated for re-charge because the amount would be zero