top of page

System Requirements

  • Supporting Devices

    • Desktop (Windows/macOS)

    • Mobile (iOS/Android – Web Access)
       

  • Browser Compatibility

    • Google Chrome (Recommended)

    • Mozilla Firefox

    • Microsoft Edge

    • Safari

​

​

Getting Started

After successfully creating an account with Vars Health, you will receive an email with your login details. For added security, we recommend changing your temporary password upon your first login. Use these credentials to access your account.

Screenshot 2025-04-07 211954.png

 

Forgot Password

  • Click on Forgot password?

  • Enter the email address associated with your account.

  • We will send an OTP to given email address.

  • Input the OTP in given space provided.

  • Set up new password.

  • Click on save.

forgot password.png

​

Dashboard

  • Map View

    • In the Dashboard's Analytics section, you'll find a map view that displays all scheduled shifts by facility across various locations. You can refine the view by filtering shifts based on staff type or specific staff members.

Map View.png

​

Facility Management

  • Facility Management will let facility Admin modify facility details including admin details and shift timings.

Facility management 1_edited_edited.jpg

  • Create New Facility

    • Access Facility Management section.​

    • Click Add Facility at the Top-right corner to begin.

  • Enter Facility Details

    • Access Facility Management section.​

    • Click Add Facility at the Top-right corner to begin.

  • Upload necessary documents

    • Add a description of the facility.

    • Upload a facility image and contract documents other necessary documents here .

  • Notification Preferences

    • Add the notification preferences as preferred by facility.

  • List of Mandatory Documents

    • Enable the mandatory tabs displayed alongside the document, which professionals must complete to apply for a shift at this facility.

  • Required Certifications

    • The facility can specify additional certifications that professionals must hold to be eligible to apply for shifts at this location as shown below.

  • Rate Details

    • ​Define Bill Rates and Pay Rates for roles like CNA, LVM, RN, and any differentials (e.g., NOC, PM, weekend, hazard, and holiday rates).

  • Facility Admin and Members

    • ​​Enter admin details, including name, contact number, extension, and email, then click Save.

    • Optionally, add additional facility members as needed.

  • Set Shift timings and Finalize

    •  ​​Define shift timings (e.g., AM shift from 7:00 AM to 3:00 PM).

    • Save the shift details by clicking on Save button at top right corner of the page.​
    • Once all details are complete, click Save to create the facility. You can edit facility details or add notes as required later.

       

  • Filter and Download section

    • ​​On the Facility Management tab’s main page, you can use the Filters and Download options to refine and download the facility list according to your needs.

  • Active/ Inactive and View Details

    • ​​Using below two tabs you can Active or Inactive the facility and using View Details tab you can see all the details of Facility.

 

ATS  

​

Jobs

  • This Jobs section under the ATS tab depicts job management that allows administrators to view, filter, and manage job postings, including job details, assigned facilities, job types, and staff categories.

ATS Dashboard.png

  • Create New Job

    • Access Jobs section.

    • Click Add Job at the Top-right corner to begin

  • Add Basic Details

    • In the basic details section, include all necessary information required for each job type. This should cover essential fields such as Job ID, Facility Name, Job Title, Created On Date, Job Type (e.g., Contract, Per Diem), Staff Type (e.g., RN, CNA, LVN/LPN), and any other relevant details needed for job classification and management.

  • Credentialing

    • In the second stage of adding jobs, you must add all required documents, certifications, licenses, and skill checklists.

  • Rate Card

    • ​Here you are allowed to add or customize the compensation Bill Rate and Pay Rate for different work conditions.

  • Submit the Job

    • After adding all the required information click on submit button to create this job.

    • Also, If you think you missed anything or added wrong information , you can always go back using Back button to edit the information.

  • Bulk Upload

    • ​If you have bunch of Job listings to add, instead of adding one by one, here is Bulk Upload option you can always consider for it.

    • Simply follow the provided steps, fill in the job details using the Excel template, and upload the file here. This allows you to add multiple jobs in a single click.

  • Filters

    • The Filters tab allows you to refine job listings based on specific criteria such as facilities, job type, date, and staff type.

  • View Details

    • In the View Details section, located on the right side of each job entry, you can send emails to applicable candidates for the job.

    • The Applicants List section displays all applicants who have applied for the job.

    • The Notes section allows you to add additional information related to the job.

    • By clicking over the last arrow icon in the View Details section, you can navigate to the full job details.

  • Three Dots

    • The Three dots menu (⋮) in the Jobs section provides additional options for managing job postings effectively. These options allow administrators to update job details, manage recruiters, and streamline job-related communications.

      • Bulk Email

        • Send emails to multiple job postings or relevant contacts in bulk.​

        • Useful for notifying recruiters or staff about job-related updates.

      • Add Notes
        • Attach internal notes to a job posting for reference.​
        • Helps track additional job details or requirements.
      • Change Recruiter
        • Assign or update the recruiter responsible for filling a particular job posting. ​
        • Useful for tracking which recruiter is handling a specific job.
      • Change Posting and Configuration
        • Modify the job posting details, such as its visibility, priority, or settings.​
        • Ensures job postings are accurately configured based on hiring needs.
      • Change Status
        • Update the status of a job (e.g., Open, Closed, On Hold).​
        • Helps maintain an organized job posting workflow.
      • Update Pay Rate
        • Modify the pay rate associated with a job.​
        • Ensures compensation details are updated and accurate.​​​

 

Applicants

  • This Jobs section under the ATS tab depicts job management that allows administrators to view, filter, and manage job postings, including job details, assigned facilities, job types, and staff categories.

  • Create New Applicant

    • Access Applicants section.​

    • Click Add New at the Top-right corner to begin

  • Basic Details

    • After going to add new section, add Basic Details of Candidate including Name, Email, Address, Contact Number with latitude and Longitude of their location, It helps to send them notification regarding job posting near their location.

  • Documents

    • Add available personal documents of candidate here.

  • Contract Document

    • Here to add contract document with all the details.

  • Preferences

    • You can add candidates Travel and Notification preferences here.

  • NC Section

    • Add all necessary information in NC section with other information shown below.

  • Education and Work Experience

    • Include relevant details about Education and Work Experience in this section to provide a complete profile of each applicant.

  • Volunteer Experience and References

    • If the candidate has Volunteer experience and any References, you can add that details here.

  • Save the Details

    • After adding all the details of candidate to save it, click on Save button given to Top-Right corner of the page.

  • Bulk Upload and Filters

    • Here also you can use option of Bulk Upload to add bunch of candidates with their details.

    • By following the provided steps, fill in the Applicant details using the Excel template, and upload the file here. This allows you to add multiple Applicants at a time.

    • The Filters tab allows you to refine Applicants listings based on specific criteria such as facilities, job type, date, and staff type.

  • View Details

    • In the View Details section, located on the right side of each Applicant entry, you can send emails to candidates.

    • The Job List section displays all Jobs where applicant has applied for. who have applied for the job.

    • The Notes section allows you to add additional information related to the Applicants.

    • By clicking over the last arrow icon in the View Details section, you can navigate to the full Applicant details.

  • Three dots menu : (⋮) in the Applicants section provides additional management options for handling applicant records efficiently. These options help administrators streamline applicant tracking, communication, and job assignments.

    • Bulk Email

      • Allows users to send emails to multiple applicants at once.​

      • Useful for sending updates, interview invitations, or general communication.

    • Add Notes

      • Helps track additional details or important comments regarding the applicant.​

    • Add / Change Recruiter 

      • Allows administrators to assign or update the recruiter responsible for a particular applicant.​

      • Useful for tracking which recruiter is handling a specific applicant.

    • Add / Change HR

      • Provides the option to assign or change the HR personnel associated with an applicant.​

      • Ensures proper HR tracking for onboarding and verification.

    • Change Applicant Status

      • Enables users to update an applicant’s status in the recruitment pipeline.​

      • ​Helps maintain an organized hiring workflow.

    • Tag a Job

      • Assigns a specific job to an applicant, linking them to a relevant job posting.​

      • Ensures accurate job tracking and placement.

My Pipeline

  • This tab allow Administrators to track job progress, including Contacted, Active, Offer Accepted, Interview, Offer Extends, Submissions, Document In Progress, and Expiring Credentials. This helps administrators monitor and manage job applications efficiently.

    • New Lead – Displays new job leads that have been added to the system.​

    • Contacted – Shows candidates who have been contacted regarding a job opportunity.

    • Offer Accepted – Displays candidates who have accepted a job offer.

    • Interview – Tracks candidates who are scheduled for interviews.

    • Offer Extends – Lists candidates for whom job offers have been extended.

    • Submissions – Tracks submitted job applications.

    • Document In Progress – Displays candidates whose documentation is being processed.

    • Expiring Credentials – Shows candidates with credentials that are about to expire.

User

​

Mobile Registrations

  • The Mobile Registrations page provides an overview of staff members who have registered via the mobile platform. This section allows administrators to track and manage registered staff, including their application details, email addresses, and recruiter information.

Mobile.png

  • Action Buttons

    • Filters allows users to filter the list based on specific criteria such as applied position, recruiter, or HR status.​

    • Download: Provides an option to download the list of registered staff members.

    • Add Staff: Enables administrators to manually add new staff to the registration list. Process of Adding new staff is similar as shown earlier in the Applicants Section. You can follow that process for adding new staff here.

  • View Details

    • You can View and manage staff details by clicking the View Details button located at the right side of each entry.

  • Three Dots Menu- The three dots menu (⋮) located at the top-right corner of the Mobile Registrations page provides additional administrative options. This menu allows users to manage recruiters and HR assignments for the registered staff.

    • Add / Change Recruiter​

      • This option allows administrators to assign a recruiter to a staff member or update the existing recruiter.​

      • Useful for tracking which recruiter is responsible for each registration.

    • ​Add / Change HR

      • Enables users to assign or modify the HR personnel linked to a particular staff member.​

      • Helps ensure that HR representatives are correctly assigned for the hiring process.

  • Warning Icon

    • If a red warning icon is present, review the staff details and update missing or incorrect information.

Approved Users

  • The Approved Users page displays a list of staff members who have been approved for work assignments. This section provides essential details such as staff type, ID, email, and additional options for managing user information.

  • Action Buttons

    • Search Bar Located at the top left, this allows users to search for a specific staff member by name.

    • Filters Allows filtering the list of approved users based on specific criteria.

      • Useful for narrowing down results when managing a large number of  users.​

    • Download: Enables exporting the list of approved users for offline records or reporting.

  • View Details

    • Click the arrow icon to open a detailed view of the staff member’s profile.

  • The Three-Dot Menu: (⋮) in the Approved Users page provides additional administrative actions for managing approved staff members. This menu allows Super Admins and other authorized users to assign or update key roles.

    • Add / Change Recruiter​

      • Allows assigning or updating the recruiter responsible for a particular staff member.​

      • Useful for tracking which recruiter assisted with the hiring process.

    • Add / Change HR

      • Enables assigning or updating the HR personnel linked to a staff member.​

      • Helps in proper management of staff records and responsibilities.

  • Warning Icon

    • If a red warning icon is present, review the staff details and update missing or incorrect information.

Team Management

​

Team Members

  • The Approved Users page displays a list of staff members who have been approved for work assignments. This section provides essential details such as staff type, ID, email, and additional options for managing user information.

Team Members.png

  • Search Bar

    • Located at the top left, it allows users to search for employees by name or email.​

  • View Details

    • A clickable icon that allows users to see more information about the employee.

  • Add New

    • The Add New tab allows users to input and save details of a new employee into the system.

  • Basic Details

    • This allows us to add basic details of employees such as Name, Address, Email, Contact Number.

    • Here we can add Credentials password for using this platform.

    • The Eye Icon here is to Toggle the password visibility.

    • * Icon besides any field indicates that field is required.

Communication​

​

Create Group

  • Create Group Section under Communication tab allows users to create and manage groups for communication and SMS broadcasting.

  • Details

    • Featuring a search bar for finding existing groups and a table displaying group details such as Created On, Group Name, Total Members, SMS Blast status.​

    • Actions for editing or deleting groups.

    • Users can create a new group by clicking the Create New button, which contains list Staff with different Staff Types can use for process.

Send SMS Blast

  • The Send SMS Blast feature enables users to send mass text messages to multiple recipients.

    • Key Elements​​

      • Title Field: Enter a subject for the message.

      • Message Field: Compose the text to be sent

      • Search Bar: Find and add recipients.

      • Recipient List: Displays selected contacts.

    • Blast History: Users can review past messages by clicking the BLAST HISTORY button.​

    • Send Blast: Clicking the SEND BLAST button distributes the message to all added recipients.

Shift Management

  • The Shift Management section allows users to manage work shifts efficiently.

  • It includes categories such as 

    • Open (unassigned shifts), ​

    • Pending (awaiting confirmation), 

    • Awaiting (pending review), 

    • Approved (confirmed shifts), 

    • In Progress (ongoing shifts), 

    • Completed (finished shifts), 

    • Closed (finalized shifts), 

    • Cancelled (withdrawn shifts), and 

    • Master (templates for standard shifts). 

    • Users can add new shifts, apply filters, search for specific shifts, and download shift details.

Shift management dashboard.png

 

Open

  • The Open Shifts section displays available shifts that need to be assigned. The interface includes a search bar to find specific shifts, a filters button to refine search results, and an add new button to create new shifts. The table provides details such as Facility Name, Shift Date, Staff Type, Number of Staff Required, Shift Hours, Shift Type, Staff Filled, and Status.

  • Key Elements

    • Search Bar allows users to find specific shifts quickly.​

    • Filters Button helps refine displayed shifts based on criteria.

    • Download Button enables exporting shift data for records.

  • You can Create Open shifts in Three Categories​​

    • Per Diem​​​

    • Per Job/ Visit

    • Contract / Travel
      There are different procedures to create shifts for these categories.

 

Open - Per Diem

  • Per Diem Requirement - The Add Per Diem Requirement  allows users to create and manage shift requirements for different facilities. This section enables users to define shift details, staff requirements, and shift rates.

  • Selecting Shift Requirement Type

    • Add Shift Requirement – Create a new shift request.​

    • Create Approved Shift – Directly create an approved shift.

  • ​Facility Selection

    • Select the facility from the dropdown list.

  • Shift Details

    • Title, Staff Type, Staff Specialty , Shift Timings and Type, Requested By, Number of Staff.​
       

  • Date Mode Selection

    • Multiple Dates – Select multiple shift dates.​

    • Date Range – Specify a date range.

  • Shift Type and Rate

    • Choose shift type: Regular Shift, Holiday Multiplier Rate​

    • Additional Rates are Optional: PM Shift, NOC Shift, Weekend, Rush Rate, Hazard Rate.

    • Enter the final shift rate

  • ​Mobile Application Visibility

    • Select Yes to make the shift rate visible in the mobile app.​

    • Select No to keep it hidden.

  • Shift Requirement Details

    • Enter any additional details regarding the shift.

  • Actions

    • SAVE – Save the shift details.

    • DELETE – Remove the shift entry if needed.

 

Open - Per Job / Visit

  • Per Job / Visit Requirement - The Add Per Job/ Visit Requirement  allows users to create and manage shift requirements for different facilities. This section enables users to define shift details, staff requirements, and shift rates.

  • Selecting Shift Requirement Type

    • Add Shift Requirement – Create a new shift request.​

    • Create Approved Shift – Directly create an approved shift.

  • ​Facility Selection

    • Select the facility from the dropdown list.

  • Shift Details​

    • Title, Staff Type, Staff Specialty, Visit Type

    • Give Details of Visit Date, Visit Time, Visit Rate.​

  • Patient Details

    • Provide Name, Gender, Date of Birth (DOB), Medical Record Number (MRN)​

  • Patient Address

    • Street Address, Apt/Suite, City​

    • State, Zip Code

    • Latitude and Longitude (can be auto-filled using "Check" or "Map" buttons).

  • Patient Contact Details

    • Phone Number, Email Address

  • Additional Visit Details

    • Total Number of Visits, Gender Preferences, Languages

  • Upload Documents

    • Attach up to 3 documents.

    • Supported formats: .pdf, .jpg, .jpeg, .png, .doc, .docx

    • Click Save to Confirm.

 

Open - Contract / Travel

  • Per Contract / Travel Requirement - The Add Per Contract / Travel Requirement  allows users to create and manage shift requirements for different facilities. This section enables users to define shift details, staff requirements, and shift rates

  • Selecting Shift Requirement Type

    • Add Shift Requirement – Create a new shift request.​

    • Create Approved Shift – Directly create an approved shift.

  • ​Facility Selection

    • Select the facility from the dropdown list.

  • Opportunity Details

    • Staff Type, Staff Specialty, Number of Positions.​

  • Job Details

    • Job Type, Number of Days per Week, Hours per Shift, Shift Type, Start Date & End Date, Number of Weeks.

  • Rates - Define Compensation rates

    • Shift Rate ($/hr or $/week)

    • Housing Allowance ($/day or $/week)

    • Meal Allowance ($/day or $/week)

    • Click ADD MORE to enter additional compensation details.

  • Cancel Policy

    • Enter the cancellation policy in the provided text box.

  • Staff Requirement - Specify required qualifications

    • References

    • Skills

    • Certifications

    • Required years of experience

  • Job Details

    • Enter any additional relevant job details in the provided text area.

  • Job Benefits
    • Look for the job benefits.

  • The Three-dot menu provides additional actions for managing shift data efficiently. Below are the options available and their functionalities:

    • Bulk Upload​

      • Allows users to upload multiple shift entries at once.​

      • Useful for adding large datasets without manual input.

      • Typically requires a pre-formatted file (e.g., CSV or Excel).

    • Add Staff

      • Enables users to manually assign staff to a shift.​

      • Helps in filling open positions quickly.

      • Users can select available staff members and assign them as per requirements.

    • Cancel Shift

      • Provides an option to cancel a scheduled shift.​

      • Useful when a shift is no longer needed or there are changes in staffing requirements.

    • Show Shift Rate on Mobile

      • ​Allows users to view shift payment rates on mobile devices.​

      • Ensures transparency in shift wages for mobile users.

      • Helpful for staff members checking their pay details remotely.

 

Pending

  • The Pending Shifts page displays a list of shift applications that are awaiting approval. It allows users to track shifts that have been requested but not yet confirmed.

  • Once you post an open shift, it will appear in the mobile app where staff can apply directly.

  • View Applied Shifts

    • Staff applications will show up in the Pending portal. You'll see the shift details, including the staff member, facility, date, time, and shift type.​

  • Move Shift to Awaiting Approval

    • After reviewing the application, click Awaiting to move the shift to the approval stage. The shift is now awaiting facility approval.

  • Takeover Pending Shifts​

    • The Takeover button lets an admin manually assign a pending shift to a staff member, allowing for immediate shift allocation without waiting for automated processing.​

1.png

  • Download Button: Allows users to download the shift data in a file format for record-keeping

  • Filters Button: Helps users filter shifts based on specific criteria.

  • A red warning icon (⚠️) next to a shift indicates a possible issue with the shift, such as missing details or conflicts.​​

2.jpg

 

Awaiting

  • The Awaiting Shifts page displays shifts that have been applied for and are currently waiting for further action. This section allows administrators to review and take necessary steps regarding staff shift requests.

  • Once the facility Approves or Rejects the shift, check the box in front of shift  and click Approve or Reject button. The shift will now show with clock-in and clock-out times.

  • Users can take over shifts to manually assign them.

 

Approved

  • The Approved Shifts displays a list of shifts that have been confirmed and approved for staff members

  • Timesheet Checkbox: Indicates whether the timesheet has been completed.

  • Facility Confirmation Checkbox: Confirms approval from the facility.

  • View Details: Likely provides additional details or history related to the shift.

  • Approved shifts are confirmed and ready for execution.

  • The system provides search, filtering, and export options for better shift management.

 

Approved - Under View Details

  • Under View Details Change Staff Button: Enables reassigning the shift to another staff member.

  • Cancel Shift Button: Allows administrators to remove or cancel the shift.

  • Edit Link: Allows modification of shift details.

  • This page helps administrators manage approved shifts efficiently. It provides quick access to staff and facility details.

  • Checkbox (✔) Facility Confirmation:

    • This indicates whether the facility has confirmed the shift.​

    • A checked box means the shift is acknowledged and approved by the facility.

  • Billed Dropdown:

    • Allows selection of billing status (e.g., Yes, No, Pending).​

  • Comments Box:

    • Provides space for additional notes related to billing. 

    • Used to mention invoice details, payment status, or special billing considerations.

  • Remarks:

    • Allows users to enter additional remarks about the shift.​

  • Attended On: Displays the date the staff attended the shift.

  • Manual Break Time: Displays any manually entered break time for the shift.

  • Clock-In & Clock-Out Details: Displays the recorded clock-in and clock-out times.

  • Timesheet: Can upload Clock In and Clock Out timesheet.

 

In Progress

  • This allows administrators to monitor and manage ongoing shifts in the system. It provides key shift details and actions to update shift statuses.

  • Three - Dots: Clicking the three-dots icon opens additional shift management actions:

    • Staff Sent Home:​​

      • Used when a staff member is sent home before completing their shift.​

      • Updates the shift status accordingly.

    • Cancel Shift:

      • Allows administrators to cancel an ongoing shift if necessary.​

      • This action will remove the shift from the In-Progress section.

 

Completed

  • This page allows administrators to review and manage shifts that have been completed in the system. It provides shift details, confirmations, and actions for finalizing shift records

  • Is Pending Concern: Indicates whether there are any pending issues related to the shift.

  • Staff Sent Home: Specifies if the staff member left the shift early.

  • Timesheet: Displays whether a timesheet has been uploaded.

  • Facility Confirmation: Indicates whether the facility has confirmed the shift details.

  • Close Shift Button: Clicking "Close" finalizes the shift record. Once closed, no further modifications can be made.

  • Three-Dots: Clicking the three-dots icon opens additional shift management actions:

    • Pending Concern​

      • Marks the shift as having an unresolved issue.​

      • Useful for flagging shifts that require follow-up before finalizing.

    • Cancel Shift

      • Cancels the selected completed shift.​

      • This action may require confirmation and can affect reporting and payroll processing.

    • Close

      • Finalizes the shift, preventing any further modifications.​

 

Closed

  • Here is the structured way to track shifts, attendance, payments, and confirmations for employees working at different facilities. Users can search, filter, and download shift data for better workforce management

  • Payment Date: Date when the staff member was paid.

  • Is Pending Concern: Indicates if any issue is pending (Yes/No)

  • Staff Sent Home: Indicates whether the staff member was sent home (Yes - Red, No - Green).

  • Staff Paid: Shows whether the staff member has been paid (Yes/No).

  • Timesheet: Checkbox confirming that the timesheet is submitted.

  • Facility Confirmation: Checkbox indicating facility approval.

  • Overall this section provides an overview of staff shifts, concerns, payments, and confirmations.

  • Three-Dots: Clicking the three-dots icon opens additional shift management actions:

    • Pending Concern

      • Marks the shift as having an unresolved issue.​​

      • Useful for flagging shifts that require follow-up before finalizing.

    • Cancel Shift

      • Cancels the selected completed shift.​

      • This action may require confirmation and can affect reporting and payroll processing.

    • Close

      • Finalizes the shift, preventing any further modifications.​

 

Cancelled

  • The Cancelled Shifts allows users to review shifts that have been canceled, including details about staff, shift timing, and confirmation status.

  • You can view canceled shifts based on date and staff type.

  • Check whether the staff was sent home.

  • Verify timesheet submissions and facility confirmations.

  • The Recover Shift feature allows users to reinstate a canceled shift. This feature provides two options:

    • Recover to the previous state​

    • Recover to shifts approved

  • After clicking Recover Shift, a pop-up window appears with two recovery options:

    • Recover to the previous state​

      • Restores the shift to its original state before cancellation.​

      • Moves the shift directly to the Approved status.

  • This ensures smooth shift recovery management.

 

Master

  • The Master Shift Management screen provides an overview of scheduled shifts, including their status and key details. Users can search, filter, and export shift data for better tracking and record-keeping.

  • Color-coded status indicators help quickly identify approved, cancelled, or completed shifts.

  • This screen streamlines workforce scheduling and management.

  • Staff Sent Home: Allows users to update or review information about whether staff assigned to a shift was sent home.

  • Facility Billed Details: Displays billing details related to the facility, indicating whether the organization has billed for the shift.

  • Additional Actions: This menu may contain other administrative options based on user roles and permissions, enhancing shift management efficiency.

  • This section helps users access key shift-related data quickly without cluttering the main interface.

Accounting Module

​

Accounting- Invoice Generated

  • The Invoice Accounting provides an overview of generated invoices, allowing users to track financial transactions efficiently.

  • The Invoice Management Screen provides an overview of generated invoices, allowing users to track financial transactions efficiently.

  • Filters: Users can apply filters to refine search results based on specific invoice attributes.

  • Status Column: Indicates whether an invoice is unpaid or in another state, helping with financial tracking.

  • The Action section provides a dropdown menu with multiple options to manage invoices efficiently.

    • View Details – Opens the invoice details for review.​

    • Mark As Paid – Updates the invoice status to "Paid."

    • Edit – Allows modification of invoice details.

    • Download CSV – Exports the invoice data in CSV format.

    • Cancel – Cancels the selected invoice if no longer needed.

  • This ensures smooth invoice processing and financial management.

 

Accounting- Generate Invoice

  • The Invoice Accounting Module provides an overview of generated invoices, allowing users to track financial transactions efficiently.

  • The Generate Invoice screen in the Accounting module allows users to create invoices based on timesheet data. 

  • It displays a table with key details such as Shift Date, Staff Type, Shift, Shift Hours, Worker Name, Clock In/Out times, and total hours.

  • Users can apply filters using the 2 Filters button and calculate invoice amounts by clicking the Calculate button. 

  • This screen helps streamline invoice generation by ensuring all relevant shift data is accounted for before processing.

bottom of page