Adding a Payroll Adjustment

From time to time payroll errors may occur, where caregivers may be over or underpaid. These billing adjustments can be easily made.

Accessing Billing Adjustments

• Go to the Main Menu, then click Adjustments

• Select Add New Adjustment

• If the caregiver was underpaid, select the radio dial button next to Charge/Pay
• If the caregiver was overpaid, select the radio dial button next to Discount/Deduct from Pay
• Next to Caregiver, select the client or caregiver name from the drop-down menu

• Set the date to the date the issue occurred on
  • This can be a future date
• Type a short description
• Put in the dollar amount to be adjusted as a positive number.  You do not need to enter the $ sign.
• Click Save Adjustment

Need to see more? Watch this short video!

Test your knowledge! Take the Quiz