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To configure the Recipe, enable (set to either "Prompt" or "Automatic" as desired) the required steps and customize any additional options for the enabled steps.
Full list of Recipe steps and options.
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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. |
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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.Full list of Recipe steps and options.
Using Recipes
Once one or more Recipes have been configured in the system, you can use them in the Schedule Review Module.
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