Pay/Bill Codes

Pay/Bill Codes provide the top-level control of Pay Rates and Bill Rates. A Pay/Bill Code supplies the default pay rates for Caregivers working under the corresponding Service Type, and the default Bill Rate for Payment Obligations and their Shifts under the corresponding Service Type.

For a full discussion of Bill Rates, see the Bill Rates section.

For a full discussion of Pay Rates, see the Pay Rates section.

Pay/Bill Codes also play an essential in connecting with QuickBooks. Each Pay/Bill Code has Payroll Wage Items and Service Items which correspond to these items in QuickBooks. Pay/Bill Codes are associated with a particular Service Type, Billing Account and Payroll Account, along with a Bill Rate and Pay Rate.

To setup Pay/Bill Codes, click on File, Configuration, and select Pay/Bill Codes. Within the Pay/Bill Codes configuration window, click on File, Add a new set of Pay/Bill Codes. You will be prompted to choose the Effective Date of the new Pay/Bill Codes. Rosemark then automatically puts in a new set of codes, one for each Service Type in the system.

If you later need to add another one in, simply choose the same date as the existing ones and it will insert Pay/Bill Codes for newly-added Service Types.

Figure 214: Configuring Pay/Bill Codes

Payroll Wage Items and Service Items

If you use Payroll Wage Items and Service Items in QuickBooks that do not correspond with your Service Types, you can manually enter the proper correspondence for each Pay/Bill Code. This can be edited near the bottom of the Pay/Bill Codes configuration screen.

When you export Shifts to QuickBooks, the automatic synchronization process will ensure that the Payroll Wage Items and Service Items match what's in QuickBooks. If there is one with the same name, it will check that it uses the same Payroll account that you have setup here in Rosemark (and report an error if not). If there isn't a corresponding one, it will add it to QuickBooks.

Mileage and Expenses

Special Pay/Bill Codes are included for mileage and misc. expenses.

Mileage

This controls the Pay and Bill rates for mileage, which will be used for all Shifts that have mileage, for the period covered by the Pay/Bill code's effective date range. Note that these are global settings, which are not adjustable on individual Shifts.

It also allows you to control whether, by default, mileage is paid, billed or both. These settings can be overridden on an individual Shift basis.

Figure 215: Mileage Pay/Bill Code

MiscExpenses

This controls the default markup percentage applied to misc. expenses for all Shifts that have have them, for the period covered by the Pay/Bill code's effective date range. Note that these are adjustable on individual Shifts.

It also allows you to control whether, by default, misc. expenses are paid, billed or both. These settings also can be overridden on an individual Shift basis.