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Vendor Payments - FI Mode Only
to confirm View/Edit Vendor Profile Users with the employer role can view vendor profiles but cannot add or edit. Log in with appropriate profile Click Home … Account The system will automatically create a vendor service account the first time a vendor payment entry is created. This allows employers to create an entryAuthorizations Widget
setting is only available for the account types hourly and client transportation. Role Required: Client, Guardian, Supervisor, Employer, Super User, Caseworker … service account, or client funding account matches the cost center for which the user has the supervisor role. Employer - View approved authorizations for clientsJune 2020 Release Notes for Fiscal Intermediaries
Caseworker Profile Pay Rates Employer Role Bonus Payments Accrued Time Payments Pay Codes Overtime Engine Reports Holiday Modes Certification … . Related issues release_notes june_2020 508_compliance_enhancements monthly_budget caseworker_profile payrates employer bonus_paymentSystem Set-Up - Admin Guide
program, parenting program, residential program, and group services Granting roles, i.e., supervisor or employer, or permissions to a user account (employee profile … budget report will be linked to the authorizations of individuals receiving this service and available for viewing on employer and case worker profiles SelectVerify a Punch - Employee
Description: In this topic, the employee will learn how to verify a punch that has been made or edited by their supervisor or employer. The employee must … window to save The punch is now available for the supervisor or employer to approve Related articles Related articles appear here based on the labels youVendor Payment Entry - Client
, per a client’s authorization. Clients are unable to submit vendor payments using DCI. To submit a vendor payment, contact the employer or program. Clients must … payments should be discussed with the employer or program. Role Required: Client Permission Required: N/A Related articles Related articles appear here basedVendor - Submit New Vendor Request - FI Mode Only
payments must be enabled in the instance. Role Required: Employer, Client Profile with Vendor Payments enabled, Super User Permission Required: N/A Mode: FI … issues vendor vendor_request fiscal_intermediary fi new_vendor_request employer client super_user fi_mode_onlyEmployee - View & Search for Accounts
a variety of punches and link users to a specific service, client, or program. Supervisors or employers create accounts for employees. *Please note: When reviewing accounts, if an account is missing, please reach out to a supervisor or employer. Role Required: Employee (base user) Permission Required: N/A Log in to DCIManaging Entries - Guide
Description: In this topic, the user will learn how to manage entries. Roles Required: Super User, Supervisor, Employer Permissions Required: N … with a Supervisor role (S) for the cost center in which the entry was made. *Please note: In FI Mode, Employer is equivalent to Supervisor throughout this documentVendor Payments Workflow - FI Mode Only
. This allows employers to create an entry when needed, even if an admin user has not created the service account. Step 4: Create Vendor Payment Entries Vendor payment … be approved by the employer, supervisor, or super user. Step 5: Vendor Entries are Processed through Payroll and Billing Approved vendor entries are processed