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Once the Timesheet has been approved, you will see a check mark on the upper right side of the shift. This indicates that the shift has been approved.
You can click on the link below to see the full guide for the Employee's Approved Timesheet:
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Creating a New Funding Claim Record
After approving the shifts for the employee, you can create a new Funding Claim by clicking on the +New button or you can click on the Create Funding Claim tab from the Client's Funding Claim page.
If you selected the +New Button, Brevity will open the create invoice batch page. You will asked if you want to create a funding claim or invoice batch. For NDIS funding claim, select the Create Funding Claim Button.
The create Funding Claims for Clients page will open. If you clicked on the Create Funding Claim from the list of NDIS invoices, you will be redirected to this page. Click on the Funding Source field and select NDIS. You need to select the range of the dates for the funding claim by filling in the from date and to date fields. Click on the Next button once you filled in the information for the funding source and date fields.
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The next page will show you the available funding claims. If there are shifts that need to be approved from the approved timesheets of the employee, it will show you an error that some of the shifts need to be approved.
If all the shifts has been approved from the employee's approved timesheet, you can double click on the available funding claim record if you want to view the funding claim detail You can also see the claim total and unapproved total for the client.
The page will open a pop up where it will display the details for the funding claim of the client. it also show the total amount of the claim on the lower right portion of the pop up. Click on the close button to return to previous screen.
Select the funding claim that you want to generate. The total amount that will be generated will be shown on the upper right portion of the page. Once you selected the funding claim that you want to generate, click on the generate claims button to start generating the funding
You can double click on the invoice from the table to show the details of the invoice. The red text from the invoice detail indicates that the shift is unapproved from the employee's timesheet. The black text indicates that the shift has been approved from the employee's timesheet.
If all the shifts has been approved from the employee's approved timesheet, you can click on the invoice that you want to generate and then click on the generate claim button to start generating the claim.
A confirmation pop up will appear on the top portion of this window. Click on OK to confirm the generating of the Funding Claim.
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