Cancellations that are still waiting for a decision are held back from both payroll and invoicing, so nothing gets charged or paid before finance has had a chance to review it.
If any cancellations are still pending when you generate a payroll or invoice run, you'll see a warning telling you how many are outstanding and confirming they'll be left out of this run.
You can choose to carry on, the pending visits are simply excluded from this run, or cancel and go and make the decisions first.
What happens once a decision is made
As soon as a cancellation is approved or rejected, it is ready to be included in payroll and invoicing:
If it was approved, the reduced ("pre-notice") percentage you set up in your profile applies.
If it was rejected, the higher ("post-notice") percentage applies instead.
đNote: If the decision is made after a period has already been finalised, the visit isn't lost. It will appear as a supplement in the next available payroll or invoice run, using the values from the decision that was made.
Keep track using the Finance Reconciliation Dashboard
The Finance Reconciliation Dashboard gives you an at-a-glance view of outstanding cancellation approvals alongside your usual reconciled and unreconciled figures.
Outstanding approvals show as an amber section on the chart, so you can see straight away how many are waiting for a decision, by day or by service type. Select an amber section to jump straight through to the full list and start actioning them.