Timesheets Overview
  • 30 Nov 2023
  • 2 Minutes to read
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Timesheets Overview

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Article Summary

Timesheets gather data that produce both billing and payroll information. There's a one-click process to create Timesheets which make a copy of confirmed schedules and puts them behind a locked door called Edit Timesheets. In Edit Timesheets you add other expenses, mark Timesheets as received, override billing or payroll - and more.

  • A traditional time sheet or time slip is used for payroll (and sometimes billing.) The Timesheets do the same thing, but the data for billing and payroll comes from schedules. You can't, for example, print a time slip from Generations to hand to the caregiver; instead, a caregivers clocks in and out of schedules using EVV.
  • A schedule always has the name of the client, how much you charge that client, the name of the caregiver, how much you pay the caregiver, plus dates, times, tasks, wellness, and more. The schedule, therefore, has what you need for both billing and payroll.
  • If you do not use EVV, no worries. You can still follow the basic steps below for billing and payroll.
  • All billing and payroll reports pull from Timesheets. Two exceptions to this rule are the Projected Billing Report that pulls from Schedules, and an option on the Gross Profit Report that also pulls from Schedules.
  • Because all billing and payroll reports pull from Timesheets, think of the Timesheets as holding a middle position between schedules and billing and/or payroll. 
    • If you want to send invoices to QuickBooks, for example, you need both Schedules and Timesheets because the data on those invoices comes from Timesheets. 
    • If you want to export Payroll for Paychex, you need both Schedules and Timesheets because the data exported for Paychex comes from Timesheets.

Video

Learn about Timesheets.


Basic Steps

See Billing and Payroll in Detail for an extensive exploration of the following steps. Regardless of whether you’re doing billing or payroll, the basic steps are:

  • Update and confirm schedules. Add Other Expenses. Run the Unconfirmed Shifts Report.
  • Create Timesheets.
  • Edit Timesheets.
  • Review a billing or payroll report.
  • If there are errors in the report, correct the errors in Schedules and create Timesheets again.
  • Transfer data to QuickBooks through the Generations Interface for QuickBooks or other.
  • Process information (payroll in QuickBooks, print invoices, etc.)

These steps vary based on your office procedures and the different methods of billing and payroll.

  • If you send billing through a state EVV interface, please see the Help documentation for how to bill through that interface; it may be slightly different than what is documented here. 
  • It is your responsibility to learn how to use software other than Generations to your best advantage.

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