Timesheet Information

Below is some basic information regarding Timesheets:

To create a timesheet, you first need to go to the scheduling dashboard, find the utility drawer above Quick Shifts and select Lock Shifts and lock the shifts up to the last day you want to create the timesheet.

Once the shifts are locked, you can either create the timesheet which will allow them to be physically signed by the client or send a reminder to the caregiver. This is done by going to Menu > Accounting > Timesheets > Select the date and then you can create it by clicking on the paper icon underneath the client or the paper plane icon underneath the caregiver.

You will see that they are digitally signed once they are created and there is a green feather symbol. If it is red, it means it is not digitally signed (see picture above).

The other way they can be completed is by the caregiver or client logging into the webpage version. If a caregiver logs into the webpage version, on their main dashboard, they will find "Tasks" and underneath that is where they create the timesheet and sign it.

A client can digitally sign it by logging into the webpage version and on their main dashboard, they will select "Billing" and find Timesheets there and can create it and sign it. 

If the same date range timesheet is digitally signed by the caregiver and client that were working together, the system will know and when you view the timesheet it will show both of their signatures on it.

Once they have been signed you can access to view or print or delete the timesheet under Menu>Accounting>Time Sheets. You would select the date range and then all the timesheets will populate that you can view that have been signed. 

• Related Articles

• Creating a Recurring Fee

  The following process will allow for an agency to set up a recurring fee that takes place either monthly, weekly, or daily depending on what they indicate. Step 1 Setting up Program, G/L Code and Charge Code: Prior to setting up the fee itself there ...

• Paying Mileage To The Caregiver Without Charging It To The Client

  If you want to log mileage to pay the caregiver but not charge the client, follow the below steps: 1. Create an Admin Client that will have mileage charges applied. 2. Access that client's profile Menu>Clients>Client Management. 3. Once in the test ...

• Client Setup for Celero Payments

  See the attached Tip Sheet for how to set up a client to make Celero Payments

• Overlapping Invoicing Period

  Here is some help regarding what an overlapping invoicing period means and how you can rectify this! What is an overlapping invoicing period? If you are creating an invoice for a client and are presented with this error message: it means that a ...

• Celero Test Payment

  See the attached Tip Sheet for how to make a Celero Test Payment.