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Hourly service codes have the option to display total, monthly, weekly, and/or daily authorization remaining balances to employees (providers) in time when clocking in on the mobile app
Hourly billing units display as hours and minutes
Daily billing units display as days
Monthly billing units display as months
The Remaining Balance Details settings below are updated on the service code:
The account type hourly (funding types of units and dollars) may optionally use any of the four Remaining Balance Details settings listed below
Show Remaining Balance - If yes, when an employee creates a punch, the remaining authorization balance displays in units or dollars in the web portal, and displays total available time in the mobile app.
Show Monthly Balance - If yes, the remaining monthly balance displays as time when employees create a punch in the mobile app.
Show Weekly Balance - If yes, the remaining weekly balance displays as time when employees create a punch in the mobile app.
Show Daily Balance - If yes, the remaining daily balance displays as time when employees create a punch in the mobile app.
*Please note: For dollars-based service codes, the remaining balances are estimates as they can be impacted by several factors such as overtime, changes in employee pay rates, or having multiple employees with different pay rates working for the same client.
The account type client transportation can only use the show remaining balance setting
Import Enhancement - Service Codes - Added four new columns: ShowRemainingBalance, ShowMonthlyBalance, ShowWeeklyBalance, ShowDailyBalance
Import>Settings>Service Codes
Resources:
Report Enhancement -
Service Codes Report - Added four new columns: Show Remaining Balance, Show Monthly Balance, Show Weekly Balance, Show Daily Balance
Reports>Settings Reports>Service Codes Report
Resource:
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