How Does Cost Calculation Work with Scheduler & Invoicing?

1. From the left navigation menu, click on Scheduler.
2. Create a shift by selecting the required shift time and other mandatory details.
3. In this example, a recurring shift has been created using the Higher Rate cost calculation method.
4. Once the shift is created and published, the recurring shifts will appear on the Scheduler roster.
5. In this example, one of the recurring shifts has been edited and its Cost Calculation method has been changed to Shift Rates, while the remaining recurring shifts continue to use the Higher Rate method.
6. Once the shift has been updated, click on Invoices.
7. Click on Create Invoices and select NDIS & Care Coordination.
8. Apply the required Date Range to view the invoices for the relevant period.
9. Locate the client’s invoice and click on the View icon under the Action column on the right-hand side. Scroll horizontally to the right, if required.
10. The detailed invoice view will open for the selected client.
11. Under the Description section, the invoice will display the Line Item associated with the shift, along with the shift date and time.
12. Click on the (i) icon next to the respective Quantity to view the shift timing and the Cost Calculation method applied to that shift.

How Does the Split Logic Work?

For example:
When Split Rates is selected as the Cost Calculation method, the shift is divided according to the configured Day, Evening, and Night time ranges.
For example, if a shift runs from 5:00 AM to 10:00 AM (5 hours) and the client’s configured timing is:

The invoice is created based on the Cost Calculation method configured for each shift. For shifts using Split Rates, the invoice automatically separates the shift hours according to the configured time ranges and applies the relevant rates.