Service Bookings can be excluded from showing in the Budget vs Actual report and the monthly statements
Directors and Plan Manager users can now select individual Service Bookings to be excluded from showing in the Budget vs Actual report and the monthly statements.
The Option to Exclude (and Budget Include) is available when viewing Service Bookings from the Participant/Plan view as well as whole agency view - All Service Bookings.
When viewing All Service Bookings you can sort by the Budget Exclude column as well as Filter search results by 'Budget Exclude'.
Exclude Service Booking
- From Service Bookings > List Bookings, select Budget Exclude from the menu options on Service Booking line.
or
- From All Service Bookings, select Budget Exclude from the menu options on the Service Booking line.
In the example below: Before excluding the budget Assistive Technology is showing on the Budget vs Actual report.
When Excluded, the budget does not appear in the Budget vs Actual Report.
The Service Booking can still be found when creating claims.
Include Service Booking
- From Service Bookings > List Bookings, select Budget Exclude from the menu options on Service Booking line.
