Invoice and Payroll 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 be Read More …
Tag: invoice
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 …
Nominal and Department Codes for Sage
There are three places where you can set nominal codes within Webroster. These are normally used when handing off to accounts packages such as Sage. Nominal codes can be added to Products, Rate Sheets and Client Orders. Placing the nominal Read More …
How to Place a Zero Charge on a Specific Visit
Example Scenario Example of How to Place a Zero Charge on a Specific Visit There maybe a scenario whereby you wish to apply a zero charge to a customer for a particular visit instead of the normal charges for a 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 …
Invoice Reports
Invoice Reports AInvoice (3-4).pdf Extra Information from Std Invoice: Displays invoice date from-to. Contract details, client name and social worker. Invoice unit/hours worked showing totals and values with week endings. Invoice_Column.pdf Invoice report with: * Work Date * Staff * Read More …
Rounding Discrepancies
Information Sheet Rounding Discrepancies There can appear to be a discrepancy, caused by rounding differences, between the final invoice total and the sum of all the invoice entries from the invoice printout. Consider a product with a charge rate of Read More …
Timesheets
Timesheets within Webroster record information for invoicing and payroll purposes. When Client requirements are placed on the roster and Staff are booked to them timesheets are generated to record what happened. Timesheets can also be manually created, for example to 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 …