Knowledge Base

Activities (or actuals) are the line items associated with a job request.  Examples may include, but are not limited to, standard interpreting, mileage, after hours, cancellation, etc. 

Activities are set by authorized admins, which include rate overrides that are then associated with job assignments for invoice and payment processing.  The activities then serve as individual line items for invoicing purposes.

Activities can be managed from Maintain Activities under the Administration menu.

Allows client billable rates to be set per activity.

1.      Select edit for the specific activity

2.      Set the default rate (grey) row:

a.       Minimum Units in hours, minutes, miles, other – depending on activity type setting

b.      Rate per unit

c.       Rate for Minimum Units if rate within minimum units is different from rate

d.      Round To number of minute-increments (i.e., 10, 15, 30, etc.)

e.       Round When based on round to, what minute should indicate the round to rule (i.e., at the 8^th minute, round up)

f.        Select Save

3.      Add a new activity by selecting the Add New (+) from bottom right

a.       Complete exception criteria columns accordingly (Customer, Bill To, Language, Interpreter)

b.      Complete rate and unit data as mentioned above with default row

c.       Select Save

In the example below, we find the client will have the indicated bill rate based on the job assignment specification:

1.      $33.60 by default (grey default line)

2.      $78.00 if the language is ASL; override is specific to the language

3.      $54.00 if the language is French or Creole; override is specific to the language

4.      $38.40 if the language is Spanish; override is specific to the language

5.      $51.75 if the Bill To is TV Hospitals; override is specific to the Bill To (parent) account

6.      $78.00 if the Bill To is TV Hospitals & the language is ASL; override is specific to both the Bill To (parent) account and language