Once a visit has been confirmed via either EMS or manual reconciliation, the times are no longer amendable.
To change times once this has been completed, you will need to unreconcile the visit then amend the actual time which can be done by following:
📌 Note: You can't make amendments to a visit if it has been attached to a completed Invoice or Payroll run.
Unreconcile a visit
Click Finance, then click Visit.
Click Reconciliation.
Change the status to all.
Click the calendar icon to select your date range.
Using the arrow on the left select the employee record.
Using the arrow on the left, click on the visit.
From QuickLinks, select Book On / Off.
Change both method fields so they're blank.
🤓 Tip: If the method field is already blank, click the back arrow.
Click Save.
Amend actual time
From the Visit (Actual) screen, add the actual start and end time.
Click save.
From QuickLinks, select Book On / Off.
Change both method fields to manual.
Click save.