Vendor Based (Non-Client) Services

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.