Brevity allows for billing expenses to clients. These can be service related such as parking, tolls, meals, etc.. or general expense charge such as accommodation or equipment purchases.
Expense Service Type
The first step for enabling expense charges is to configure the Expense /wiki/spaces/BUG2/pages/1362067704Service Type. These are setup via Administration > Service Types and need to be of Type 'Expense'. You can also allocate a fix cost via the pricelist if required.
Once the service type is created you can optionally expense these from the shift form on the Schedule Board via the expense section at the bottom.
This will allow you to set a description, qty and rate for the expense as well as select which clients need to be charged.
Support Workers will also be able to record expenses for a client via the mobile app including whether these need to be reimbursed.
Checking if the Employee is on Hold
Another reason why you cannot select the employee to assign to the shift is because the employee is on hold. If the employee is on the active list of employee, you can check if they are on hold by double clicking on their record from the list
Under the type section, click the No radio button from the "On Hold" field. If the employee is on hold, you cannot use the employee for rostering. After clicking no on the on hold field, click on the save button to save the employee's detail.
