Content Comparison

1 Actualize Options
Actualize	Fill actual hours into schedules

without

2 Finalize Options
that are missing actual hours.
Finalize	Finalize schedules

with

3 Post-Finalize Options
that have actual hours.
Validate Hour Code	Validate schedules before finalizing to identity and non-bill or non-pay schedules and verify that this is correct.
Validate Bill Rate	Validate that all schedules have a non-zero billing rate before finalizing.
Validate Pay Rate	Validate that all schedules have a non-zero pay rate before finalizing.
Finalize Billing	How billing hours will be finalized: Auto (using Payers' Billing Options), Rounded Actual Hours, Scheduled Hours or Actual Hours.
Finalize Payroll	How payroll hours will be finalized: Auto (using Caregivers' Payroll Options), Rounded Actual Hours, Scheduled Hours or Actual Hours.
Calculate Mileage	Calculate mileage.
Calculate Travel Time	Calculate travel time.
Call Type Credit Logic
Maximize Authorized Hours	Maximimize hours for under-billed authorizations.

Expense

Extra Charge Type Auto Fill

DescriptionExpense description.AmountExpense amount

4. Calculate Billing
Automatically add an extra charge record to all of the processed schedules. Choose the type of extra charge (this field) and the amount or rate and units and whether the charge applies to billing or payroll (appropriate fields will become visible when the type is selected).
Bill Break Adjustment	Adjust breaks on all schedules (for billing) by a specified amount (hours).
Pay Break Adjustment	Adjust breaks on all schedules (for payroll) by a specified amount (hours).
Calculate Billing	Calculate billing for

the

5. Post Billing
finalized schedules.
Batch Prefix	Extra text to insert at the beginning of the batch name/description.
Batch Suffix	Extra text to insert at the end of the batch name/description.
Forecast Billing
Weeks
Post Billing

Post calculated billing.

Invoice Date

Choose how the Invoice date will be set on the posted records: Now, End of Month, End of Recipe Period

Post Date

6. Calculate Payroll
Choose how the post date will be set on the posted records: Now, End of Month, End of Recipe Period
Calculate Payroll	Calculate payroll for

the

7. Post Payroll
finalized schedules.
Batch Prefix	Extra text to insert at the beginning of the batch name/description.
Batch Suffix	Extra text to insert at the end of the batch name/description.
Forecast Payroll
Weeks
Post Payroll

Post calculated payroll.

Post Date

Choose how the post date will be set on the posted records: Now, End of Month, End of Recipe Period

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