(Version 6.2+)
A Recipe is a configurable tool that allows you perform multiple steps of processing a schedule through billing and payroll in one process (i.e. Finalize, Calculate and Post Billing & Payroll with a single click). The Recipe is fully configurable and consists of a set of steps and options for processing. You can create a Recipe that does all or only part of the entire process from Actualizing schedules through Posting, starting or ending wherever
Recipes have the possibility to greatly simplify the Billing and Payroll process since you only need to set up the Recipe once and then you can run the Recipe to process both Billing and Payroll at the same time.
You can configure multiple Recipes with different options to be used for different scenarios.
Configuring Recipes
To use Recipes, you must first configure a Recipe with the desired processing steps. Recipes are configured in the Agency Office Module, using the Recipes tool in the Home tab.
To create a new Recipe, click on the Add button on the toolbar. This will open the setup screen for the new Recipe.
Give the Recipe a Name and choose the starting point. Once the starting point has been selected, the appropriate steps and options will be displayed in a panel on the right half of the screen.
Each step in the Recipe can be set to one of three options:
Off - Do not perform this step/option.
Prompt - Ask the user before performing this step/option when running the recipe.
Automatic - Always perform this step/option when running the recipe.
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.
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.
Using Recipes
Once one or more Recipes have been configured in the system, you can use them in the Schedule Review Module.