Unbillable Shifts Report

In order to be sure that your scheduled shifts are all properly setup for creating invoices, you should use the Unbillable Shifts report. This report checks for all the reasons that a shift might not be billable and gives you direct access to those shifts so you can correct the problems.

This report is intended not as a report to print but a way to check for and fix any problems that would prevent Shifts from appearing on invoices. It is accessible from the Reports menu as well as directly from the Create Invoices screen.

Figure 143: Unbillable Shifts report, week selection and summary

Summary

Below the calendar and date area is a section that shows a summary of the numbers of Shifts and Hours that are unbillable along with the reason. Below that is an overall summary of Unbillable, Billable and Total Shifts and Hours for the date range selected.

Unbillable Shifts List

To investigate and correct Shifts, click on one of the "Reason" lines and click the Unbillable Shifts button (you can also simply double-click the line to open the list).

Figure 144: List of Shifts that have no Payment Obligation set.

In the list, click on a Shift. This will give you quick access to all the parts so that you can correct the problems. For example, if a Shift is unbillable because it has no Payment Obligation set, you can click on the Service button and add a Payment Obligation. As soon as you do, the Unbillable Shifts report will be updated to reflect that change. Note that correcting one problem will not cause a Shift to disappear from the list if there are other problems that are still keeping it from being billable.

Included Shifts

The Included Shifts drop-down list controls what the overall scope of Shifts to be considered is. If you only bill for Verified Shifts, then unverified shifts will need to be included in the check. 

Reasons for being Unbillable

The table below describes the different things that can cause a Shift to be unbillable.