Crediting shifts

Note: Support is not required for this process, as accounts handle process in the LMS user interface

Description of the issue

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

Resolution - How was it resolved?

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

Go to the adjustment screen
Set the hours to zero (set the start and end time as the same)
Submit the adjustment
Go to the timesheet screen and find the job
Authorise the “adjusted” shift
Process billing on that booking
Credit will be generated for the original shift, meaning no new invoice will be generated for re-charge as the amount would be zero
new zero quantity shift will still clash with other bookings if the hours clash

Edit the booking rates and reconfirm the booking
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
Credit and re-invoice the shifts without changing the hours.
Shifts will be re-invoiced at updated rates

Go to the adjustment screen
Set the hours to zero (set the start and end time as the same)
Submit the adjustment
At this point, all shifts we’re working with are either credited or adjusted and will not clash with anything
RECONFIRM OTHER BOOKING AT THIS POINT
Go to the timesheet screen
Authorise the “adjusted” shift
Process billing on that booking
Credit will be generated for the original shift, no new invoice will be generated for re-charge because the amount would be zero

Additional Info