Once a visit is confirmed via the Electronic Management System (EMS) or manual reconciliation, the times are fixed and can't be changed. To adjust the times, you must first un-reconcile the visit before making any amendments.
⚠️Important: You'll not be able to amend a visit if it's attached to a complete invoice or payroll run.
Un-reconcile a visit
To get started, follow these steps.
Click Finance, then click Visit.
Click Reconciliation, then 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.
From the QuickLinks select Book On / Off.
Change both method fields so they're blank.
Click Save, then amend the actual time.
From the Visit (Actual) screen add the actual start and end time.
Click Save, then under QuickLinks select Book On / Off.
Change both method fields to manual.
Click Save.