Once a visit has been confirmed via either EMS or manual reconciliation, the times are no longer amendable. To change times once this has been completed, you'll need to unreconcile the visit and then amend the actual time, which can be done by following these steps.
📌 Note: You'll not be able to amend a visit that has been attached to a completed invoice or payroll run.
Unreconcile a visit
Click Finance, then click Visit.
Click Reconciliation.
Change the status to all.
Click the calendar icon to select your date range.
Using the arrow on the left select the employee record.
Using the arrow on the left, click on the visit.
Click More, then select Book On / Off.
Change both method fields so they're blank.
Click Save.
🤓 Tip: If the method field is already blank, click the back arrow.
Amend actual time
From the Visit (Actual) screen add the actual start and end time.
Click save.
Click More, then select Book On / Off.
Change both method fields to manual.
Click Save.