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 ... (EZClaim Advanced)

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

EZClaim Advanced	Export the selected billing information to EZClaim Advanced.
Validate	Validate Payers’ External IDs and EZClaim setup for missing or incorrect information before exporting.

Export to ... (EZClaim Premier)

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

EZClaim Premier	Export the selected billing information to EZClaim Premier.
Validate	Validate Payers’ External IDs and EZClaim Premier setup for missing or incorrect information before exporting.

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 ... (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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