Timesheet Extract The Timesheet Extract function provides a means to export details of verified and unverified timesheets on the Webroster system. You can tailor what other information is included in the extract in the way of Client and Staff Extras Read More …
Category: Invoice/Payroll
Invoice and Payroll 4.6.6
Invoice and Payroll V4.6.6 Mon, 4 Apr 2019 13:29:14, elearning, [category: library, category: information-sheet, post_tag: invoice, post_tag: payroll] Introduction Webroster has the ability to generate invoices for customers and clients and also for generating payroll for staff. In order to Read More …
Unverified Timesheets v4.6.5
Unverified Timesheets Unverified Timesheets are timesheets that have not been approved (verified) for invoice and payroll. Timesheets need to be verified for them to be made available for invoicing and payroll accordingly. Go to Global and go to the Unverified Timesheets section to show Read More …
Timesheet Extract 4.6.3
Timesheet Extract Tue, 25 Jul 2017 00:00:00, elearning, [category: library, category: modules, category: setup, post_tag: timesheet-extract, category: webroster-functions] The Timesheet Extract function provides a means to export details of verified and unverified timesheets on the Webroster system. You can tailor Read More …
Webroster Glossary
Webroster Glossary Helpful A-Z glossary listing key Webroster.net terms and their definition. Aborted Visits – Settings for aborted visit reasons Access Periods – A means to restrict the times and days of access for Webroster.net Users. Agency Worker Regulations – Used to administer Read More …
Setup Guide 4.6.0
Introduction This guide lays out the system setup options to prepare the Webroster.net system to be ready for use. More detailed information regarding the features available in Webroster.net are found in further guides on the eLearning site. Check the Getting Started Read More …
Selecting an A/C Payee – Split Invoicing – V4.4.0
Selecting an A/C Payee – Split Invoicing It is possible in Webroster to charge for your services in three distinct ways, each of these will be listed and explained here. No invoice split – Single charge: Choose single and click Read More …
Invoice Per Timesheet – V4.4.0
Invoice per Timesheet The nursing agency industry in particular invoices on a per timesheet (per shift) basis. This means that for each and every Timesheet raised then an Invoice will be produced. Setup/Finance – You can change the default setting Read More …
Real Times Capped at Planned – V4.4.0
Real Times Capped at Planned Many local authorities for their Domiciliary Care will pay by a method of real times or banded real times and for an individual visit will only pay up to what was commissioned. The providers in Read More …
Rate Sheets
Rate sheets are used to set the prices at which products will be charged to your customers. There are also rate sheets for Staff payments, and in this way profit can be calculated. It is possible to have different rate Read More …
Cancellations
Cancellations The cancellation functionality allows you to reduce the amount of staff on a requirement in order to charge/pay a percentage of the full amount depending on how near to the booking time the cancellation was made. Note that only the Read More …
Timesheet Overrides
Within the timesheets there is the possibility to override rates and duration for invoicing and payroll purposes. Within the Staff or Client go to their Timesheets tab. Click the Edit icon next to the timesheet to be changed. Choose the Overrides tab. Overriding Rates Read More …
Fixing Invoice and Payroll Generation Errors
Fixing Invoice and Payroll Generation Errors When generating invoices from verified timesheets you may get some errors. These will be listed above the completed invoices and will look similar below. The information relating to each requirement that has caused Read More …
Exporting Invoices to SAGE
Information Sheet Exporting Invoices to Sage Products and Expenses Products and expenses need to have the Sales NC and Cost NC set. In Setup go to Expenses or Products. Click the edit icon next to the expense or product. Enter Read More …
Reset (reseed) the ID numbering for Invoice, Credit Note, Payroll and Proforma.
Information Sheet ID number resetting It is now possible to reset (reseed) the ID numbering for Invoice, Credit Note, Payroll and Proforma. This may be required for example if a visit has been missed of an invoice and needs to Read More …