Key Points

• Billing on roster shifts comes from a client’s Funding Allocation.

• Allocations determine which service items are available and where invoices are exported.

• Service items must be selected from the Allocated Items List.

• Funding tracking helps prevent over-provisioning client budgets.

• Billing details can be expanded on a shift to review funding status.

Understanding Where Billing Comes From

Before adding billing to shifts, it’s important to understand where the billing information originates.

Billing details are pulled from the client’s Funding Allocations.

To view this:

1. Open the Client Profile.

2. Navigate to the Funding tab.

3. Open the Funding Allocation form.

This form acts as the source of truth for all funding related to that client.

Funding Allocation Overview

In the example shown, the client Abby Finch has three funding allocations:

• Self Managed

• Plan Managed / Third Party Managed

• PRODA / Funding Body Managed

The allocation type determines where invoices will export when leaving FlowLogic.

Each allocation contains key information including:

• Start Date

• End Date

• Funding Administrator

• Service Items

• Allocated Quantities

Understanding Service Items

Each service item includes:

• Item Code

• Item Name

• Allocated Quantity

These service items are what appear when billing is added to roster shifts.

Missing Service Items

If a service item does not appear when rostering, it is usually because:

• The service item has not been added to the client’s funding allocation

• The allocation has expired

• The service item has expired

If you have permission, you can update the allocation yourself.

Otherwise, contact the person responsible for managing funding allocations.

Adding Billing to a Shift

Now that we understand where funding originates, we can apply billing to a shift.

Step 1 – Create a Shift

1. Navigate to the Roster Schedule.

2. Create or open a shift for the client.

In this example, we create a shift for Abby Finch.

Step 2 – Open the Billing Section

Scroll down to the Billing section of the shift.

Click Add Billing.

A billing line will appear showing:

• Billing Flag

• Quantity

• Ratio

Step 3 – Select a Service Item

Click the Billing Icon / Dollar Symbol on the right side of the billing line.

This opens the Service Item List.

Important Rule for Billing Codes

Always select service items from the Allocated Items List.

This list contains the service items connected to the client’s funding allocations.

If you select from All Items instead:

• The billing line will not link to the funding allocation

• FlowLogic will not know where to export the invoice

This can cause billing errors.

The All Items list is mainly useful when building templates, but should not normally be used when rostering.

Understanding the Service Item List

The service item list contains several columns of useful information.

These include:

• Allocation Name

• Start Date

• End Date

• Item Code

• Item Name

You can customise the table view using the Column Toggle in the top right.

Viewing Funding Tracking

When enabled, additional columns show:

• Allocated Funding

• Provisioned Amount

• Spent Amount

• Remaining Funding

This information helps ensure you do not over-provision the client’s budget.

Monitoring these values is important when scheduling ongoing supports.

Additional Table Features

You can also:

• Increase items per page (bottom right)

• Search for service items (top right)

• Filter service items

These tools make it easier to locate the correct billing item.

Expanding Billing Details

Once service items are added to the shift, you can expand them within the Shift Details Screen.

The expanded view shows additional funding information including:

• Expiry Dates

• Provisioned Amounts

• Spent Amounts

• Remaining Funding

These values are also colour-coded to help quickly identify funding status.

Understanding Funding Status

The system will show whether funding is:

• Fully available

• Approaching limits

• Over-provisioned

In some cases, a service item may be over-provisioned on the roster, but still have enough funding available for the current shift.

The system shows:

• Percentage values

• Dollar amounts

This helps you make informed rostering decisions.

Saving the Shift

Once you are satisfied with the billing details:

1. Review the service items applied to the shift.

2. Confirm the funding availability.

3. Click Save in the bottom right corner.

The shift will now be created with the correct billing attached.

Summary

Billing on shifts in FlowLogic is driven by the client’s Funding Allocation.

The process involves:

1. Reviewing the client’s funding allocations

2. Creating a shift in the roster

3. Adding billing lines

4. Selecting service items from allocated items

5. Reviewing funding tracking

6. Saving the shift

Understanding how allocations connect to billing ensures that shifts are invoiced correctly and that client funding is managed accurately.