Once a cancellation has been flagged for approval, it is added to a list for your finance team to review. You can approve or reject the invoice charge, the care worker's pay, or both; each side is decided independently.
To view all pending requests, follow these steps.
Click Finance, then click Visit.
Click Cancellation Approvals.
đNote: Requests appear with the newest at the top by default. You can filter by status, service type, branch, area, and day to help you focus on what is outstanding.
Select a request from the list to see the full details.
Scroll down to see the decision options. Depending on your rules, you may see a decision for the invoice, the pay, or both.
Choose Approved or Rejected for each side that needs a decision.
đ¤Tip: You can approve one side and reject the other on the same visit â for example, approving the invoice charge but rejecting the pay claim. Each side is worked out independently.
Read the message underneath; it tells you exactly what your choice does, for example, Approving applies the pre-notice invoice charge for this cancellation.
Add a note explaining your decision. This is required, so your reasoning is always on record.
Click Save. The invoice and pay values update immediately to reflect the outcome of your decision.
đNote: You can come back and change a decision at any point, right up until the visit has been included in a finalised (accepted) payroll or invoice period. After that, the decision is locked.