Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

From the Home screen:

  1. Click the teal links of the Encounters Project to submit the Service under.

  2. Click Add Service drop-down and click the appropriate Service.

  3. Click the Activity Start Date calendar and click a date or enter a date.

  4. Click the Activity End Date calendar and click a date or enter a date, or leave blank if not applicable.

  5. Click the Activity Cost and enter the cost. (Example: 55.54)

  6. Click required fields and enter or select the data.

  7. Click Save.

  8. The newly submitted Service is displayed in the Services table.

 Tip: To cancel your Service submission, click Cancel instead of Save.

...

Tip: You can edit/delete the Service until it is processed into an invoice, which happens at 12:01 am on the 1st and 16th. At that point, it is no longer editable. To remove the Service, click Delete. To Edit a Service, click on the Service teal link to open, make changes, and click Save.