Any rates that you've defined in your service contracts can be exported to an Excel spreadsheet.
Understanding the export
The Excel file will contain a table of rates for each contract type. The columns are defined as below:
Contract Type | The name of the Contract Type. |
Applies From | When the rates come into effect. |
Rate Description | Details of the rate. |
Rate Type | Could be hourly or fixed. |
Start Time | If applicable, the time of day that the rate comes into effect |
Finish Time | If applicable, when the rate finishes |
Rate | The rate's amount. |
Rate Code | The element code of the rate, if defined. |
Non-pro-rata rates | Any non-pro-rata rates that have been defined will be appended as additional columns, including their amounts & element codes. |
Exporting for all contract types
Navigate to Carers → Contract Types, or Clients → Service Contract Types.
Click the three dots in the top-right of the page, and then Export rates.
Exporting rates for a single contract type
Open a Carer Contract Type or Service Contract Type, then click the three dots in the top-right of the page, and then Export rates.