Define custom column layouts for your invoices. Each layout specifies which columns appear and in what order.
📊 Welcome to Your Workspace
Choose a module to get started
📊
Invoice Generator
Convert CSV files into professional PDF invoices with custom layouts and field mapping
Click to Open →
⏰
Timesheet Process
Process therapist and contractor timesheets with CSV uploads, batch approval, and guaranteed hours verification
Click to Open →
📊 Invoice Generator
Convert CSV files to professional PDF invoices
📁
Click to upload CSV or Excel file
Supported formats: .csv, .xlsx, .xls
Review
Data Integrity Validation
Review and fix data integrity issues before generating the invoice preview.
Analyzing data integrity...
⚠️ Missing Assignment IDs (Person ID Grouping Required)
Person ID grouping requires Assignment IDs for all rows.
The following rows are missing Assignment IDs. To proceed, you can:
- Option 1: Fix your CSV file to include Assignment IDs for all rows, then re-upload
- Option 2: Switch to Cost Center Grouping (groups by facility instead of person)
| Row # | Clinician Name | Facility | Shift Date |
|---|
⚠️ Missing Person IDs
The following rows are missing Person IDs. Search and select the correct person for each row.
| Row # | Clinician Name | Facility | Assignment ID | Shift Date | Action |
|---|
✅ Data Integrity Validation Passed
All rows have valid Person IDs. You can now proceed to preview the invoice.
Generated Invoices
Bill To Addresses
Manage client addresses that appear in the "Bill To" section of your invoices. Link these to layouts to automatically use the correct address.
Settings
Configure your invoice layouts, mapping templates, and invoice branding.
📊 Invoice Layouts
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🔄 Column Mapping Templates
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Manage your CSV column mapping templates. Each template maps CSV columns to invoice fields and can be associated with a layout.
🎨 Invoice Template Settings
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Invoice Template Settings
📄 PDF Margins
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Configure the page margins for generated PDF invoices. Values can be in inches (in), centimeters (cm), or millimeters (mm).
📝 Filename Template
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Customize how PDF filenames are generated. Use field buttons to build your template and add separators between fields.
Build Your Filename Template
{invoice_no}-{client_name}-{bill_week_start}
1234-ClientName-2025-09-21.pdf
🔗 Saved Assignment Mappings
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View and manage saved Assignment ID → Person ID mappings. These mappings are automatically used when processing invoices with matching Assignment IDs.
| Assignment ID | Person ID | Clinician Name | Created By | Last Updated | Actions |
|---|---|---|---|---|---|
| Click "Refresh Mappings" to load saved mappings | |||||
Invoice Preview
Generating invoice preview...
Loading...
Upload Timesheet CSV
📁
Click to upload RMG or RPR timesheet CSV
Expected format: RMG/RPR template with Person ID, Staff Title, Shift Date, Timecode, Hours
Review Timesheet Entries
📅 Select Week
🔍 Additional Filters
0 selected
Guaranteed Hours
⚠️ Guaranteed Hours Policy: Contractors must have at least 40 hours per week. Candidates with less than 40 hours are flagged below and require guaranteed hours entries.
📅 Select Week to Review
➕ Add Guaranteed Hours
Timesheet Batches
Batch Details
⚠️ Missing Data Warning
Candidates
Facilities
All facilities extracted from timesheet uploads
📋 Assignments
📤 Upload Assignment CSV
Upload VMS assignment report to link candidates with Person IDs
📁
Click to upload Assignment CSV
Expected columns: Assignment ID, Candidate Full Name, Profession, Facility ID, Start Date, End Date
⚠️ Unmapped Assignments
Click to review assignments needing manual candidate matching
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All Assignments
Timesheet Settings
Configure professions, timecodes, and facilities for timesheet processing.
🔄 Update Candidate Profession
💰 Edit Assignment Invoice Data
Assignment ID:
$
Billing rate per hour (e.g., 76.00)
Facility cost center code
Staffing agency or supplier name
Parent company or organization name
🔄 Map CSV Columns to Invoice Fields
Processing column mapping and analyzing data...
Map the columns from your CSV file to the invoice fields. First select a layout, then choose a saved template or create a new mapping.
Layout defines which columns appear in the invoice
Cost Center Grouping: Groups invoice lines by facility/cost center. Assignment ID column is optional.
✓ Person ID Grouping - Requirements:
- ✓ Assignment ID column available (detected in your CSV)
- All rows must have Assignment IDs (validated before preview)
- Assignment data must be uploaded first (Timesheet → Assignments tab)
Or create a new mapping below
📊 Column Mapping
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📝 Description Template
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Create a dual-line description to avoid word wrap and maintain a professional appearance. Each line is independently configured.
Example: {last_name}, {first_name} - {job_type}
Example: {start_time} - {end_time}
Preview:
Smith, John - RN
07:00 AM - 03:00 PM
💾 Save This Mapping as Template
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⚠️ Delete Invoice
You are about to permanently delete invoice .
Warning: This action cannot be undone. All invoice data, line items, and facility totals will be permanently removed.
To confirm deletion, please type DELETE in the box below:
⚠️ Delete Upload
You are about to permanently delete upload .
Warning: This action cannot be undone. All upload data and source rows will be permanently removed.
To confirm deletion, please type DELETE in the box below:
👤 Assign Person ID
Assignment ID:
Clinician:
This will update row(s)
Selected:
📊 Create/Edit Invoice Layout
Choose which client address appears in the "Bill To" section. Manage addresses
Display facility address and city/state/zip in facility headers
Custom Columns
Add custom fields to display in invoices (e.g., Employee ID, Project Code, Location)
Column Order
Define the order of columns in the invoice (standard + custom)