The All Client Visit Breakdown Invoice displays all Completed and Confirmed Hours for each Client Task within the defined search period. The report illustrates these results broken down by Department Contact, which is linked with Task Schedules.
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Search Parameters |
Definition |
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Groups |
Allows you to search by Group |
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Department |
Allows you to search by the Department as captured in the Billing Chart screen of the Scheduling Wizard |
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Contact |
Allows you to search by Department Contact as captured in the Client Scheduling Wizard |
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Date From |
Allows you to define the start date of the search period |
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Date To |
Allows you to define the end date of the search period |
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Generate Each Department Contact on a Separate Page |
Checkbox allowing you to instruct the system to place the results for each Department Contact on a separate page when generating the Report |
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Columns In Report |
Data Displayed |
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Department Contact |
Name of the Department Contact |
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Contact Address |
Address linked with the Department Contact |
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Client ID |
Client’s ID Number |
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Client Name |
Name of the Client (or Facility) |
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Client Address |
Address of the Client (or Facility) as captured in the relevant Profile |
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Task ID |
Task ID Number of the individual Task |
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Date |
Date the Task took place |
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Time From |
Scheduled Start time of the Task |
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Time To |
Scheduled End time of the Task |
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Hours |
Number of Confirmed Hours for the Task |
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Cost |
Billable figure for each Task, based on the linked Billing Chart or the figure this was confirmed at |
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Total Hours |
Total number of Confirmed Hours for all Tasks linked to each Department Contact |
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Total Cost |
Total cost of the Confirmed Hours for each Department Contact |
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Grand Totals |
The grand total cost and hours for all tasks for all Departments |