Bulk Approving or Excluding Vacant Shifts

Save time and reduce errors by managing vacant shifts in bulk or auto-excluding them from invoices

New Features

1. Batch Actions:
   • ✅ Approve all vacant shifts at once.
   • 🚫 Exclude all vacant shifts from billing.
2. Auto-Exclusion Rule:
   • ⚙️ Set contracts to automatically exclude vacant shifts from billing (no manual approval needed).

Why Use This?

• Saves time: Approve/exclude dozens of shifts in one click.
• Reduces errors: Prevent unbillable shifts from slipping into invoices.
• Flexible control: Set contract-level defaults or handle shifts case-by-case.

How to Use

1. Bulk Approve or Exclude Vacant Shifts

1. Go to Prepare Invoice.
2. In the preview window, click:
   • "Batch Approve Vacant Shifts" (to approve all).
   • "Batch Do Not Bill Vacant Shifts" (to exclude all).
3. Confirm your action.

💡 Note: These buttons only appear if you have vacant shifts in the filtered list.

2. Auto-Exclude Vacant Shifts by Contract

1. Edit a contract (Contracts > Hourly Billing Settings).
2. Check the box: "Exclude vacant shifts from Billing".
3. Save.

⚠️ Vacant shifts under this contract will no longer trigger billing errors.

Prerequisites & Permissions

System Settings:

• Ensure "Batch Approve Shifts" is enabled (Settings > Release Toggles).

Admin Permissions:

• Users need "Invoice: Approve Vacant Shifts" (Settings > Roles & Security > Billing Permissions).