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For offices with relatively simple scheduling, billing and payroll, you can set up a Recipe to perform the entire process in one click. For offices with larger volumes or more variation in billing and payroll, it may be recommended to have the Recipe end after calculating Billing and Payroll so the records may be reviewed for errors before being completed by Posting. |
You will also be required to chose what records will be included in the processing when you run the recipe:
Calculate using the starting records - Only process the schedules that are specifically checked in the grid when you run this recipe. Use this to process specific sets of schedules.
Include all records for the Batch Date - Process all schedules that fall within the filter date range, even if they are not checked or visible in the current data in the grid when you run this recipe. Use this only when you always want to calculate everything within a date range.
Using Recipes
Once one or more Recipes have been configured in the system, you can use them in the Schedule Review Module.
Set your filter date range and load data into the grid. Check the schedules to process, if applicable.
Then click the "Run Recipe" button on the ribbon. You will be prompted to select the Recipe to use. Then the Recipe will run through the steps as you have configured them in the Agency Office.