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File Menu

Quickbooks Setup

Link to the Quickbooks interface setup in the Agency Office Module.

EZClaim Setup

Link to the EZ Claim interface setup in the Agency Office Module.

Calculate Tab

This tab contains the tools to calculate your billing from finalized schedules.

Calculate Billing

Calculate billing for the selected schedules.

View Calculated Billing Tab

Review your calculated billing and make any corrections or adjustments before posting and exporting your billing. It is recommended to review your calculated billing carefully for errors or mistakes before posting.

Invoice Pre-Post

Preview invoices for the records in the grid before posting.

Billing Report

Run a report detailing selected billing information. (This report is also available under the View Posted Billing tab.)

Consolidated

Run a report that summarizes billing hours and units by payer/client and bill rate. (This report is also available under the View Posted Billing tab.)

Post Billing

Post the checked billing records in the grid. Posting finalizes the records, creates and assigns invoice numbers and marks the records as completed. Billing records must be posted before you can print invoices or export your billing to an external billing package.

Un-Calculate

Un-calculate all checked records from the grid. Un-calculating a record will delete all records associated with the schedule and reset the schedule status to indicate that billing has not been calculated. If any of the records tied to a particular schedule are posted, then no records tied to that schedule can be cleared.

Invoices and Export Tab

This tab contains the tools for printing and Exporting Invoices

Invoices

Print the selected Invoices.

Export to ... (QuickBooks)

Tools for exporting billing to QuickBooks display only if QuickBooks is selected as an external Billing interface in the Agency Office Module, Billing Settings.

QuickBooks

Export the selected Invoices to QuickBooks.

Validate

Validate Payers’  External IDs and QuickBooks setup for missing or incorrect information before exporting.

Start QuickBooks Connector

Start the QuickBooks Connector. The connector must be running on the current machine in order to connect and export to QuickBooks.

Export to ... (EZClaim)

Tools for exporting billing to EZClaim display only if EZClaim is selected as an external Billing interface in the Agency Office Module, Billing Settings.

EZClaim

Export the selected billing information to EZClaim.

Validate

Validate Payers’ External IDs and EZClaim setup for missing or incorrect information before exporting.

Export to ... (QuickBooks Online)

Tools for exporting billing to QuickBooks Online display only if QuickBooks Online is selected as an external Billing interface in the Agency Office Module, Billing Settings.

QuickBooks Online

Export the selected Invoices to QuickBooks Online.

Validate

Validate Payers’  External IDs and QuickBooks setup for missing or incorrect information before exporting.

Invoice Instructions

Print a report detailing the Invoice instructions for the selected Invoices.

Customized Invoice

Print the selected Invoices using the custom layout (configured in the Agency Office Module, Optional tab). If there is no custom layout defined, this is the same as the standard Invoice.

View Posted Billing Tab

View your previously posted billing.

Billing Report

Run a report detailing selected billing information. (This report is also available under the View Calculated Billing tab.)

Consolidated

Run a report that summarizes billing hours and units by payer/client and bill rate. (This report is also available under the View Calculated Billing tab.)

Un-Post Billing

Un-post the checked records from the grid.

External Package A[-C] Tab

This tab contains a copy of the posted billing grid that also incorporates the “External A” external IDs in the available grid columns. You can customize the grid columns and export the grid contents to additional external billing packages that can import data from an Excel or .csv file.

HomeTrak Companion provides three such generic external package options (A, B, C). This tab is only visible if External A is selected as an external billing package in the Agency Office Module setup.

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