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
🔗 Link Assignment
Candidates
🏥 Facilities
All Facilities
📤 Upload Facility CSV
Upload facility data to create or update facility records with addresses and External IDs
📁
Click or press Enter to upload Facility CSV
Required: Facility Name
Optional: Facility ID, Facility Address 1, Facility City, Facility State, Facility Zip, Accounting ID
📋 CSV Format Guide
Required Column:
- Facility Name - Name of the facility (used for matching existing records)
Optional Columns:
- Facility ID - Facility ID from RELIANTvms assignment system (also accepts "Assignment System ID")
- Accounting ID - External ID / Cost Center for accounting system
- Facility Address 1 - Street address (also accepts "Address")
- Facility City - City name (also accepts "City")
- Facility State - State abbreviation (also accepts "State")
- Facility Zip - Postal code (also accepts "Zip Code")
- Timesheet System ID (optional) - Facility Code from timesheet exports
Example CSV (RELIANTvms format):
Facility Name,Facility ID,Facility Address 1,Facility State,Facility City,Facility Zip,Accounting ID Reliant - Memorial Hospital,3770309,123 Main Street,California,Los Angeles,90001,2646 Reliant - Community Care Center,3770312,456 Oak Avenue,California,San Diego,92101,2013
💡 Tips:
- CSV must include a header row with exact column names
- Existing facilities are matched by name (case-insensitive)
- IDs will be updated if facility already exists
- All three ID types help with cross-system data matching
- Use standard 2-letter state abbreviations (CA, NY, TX, etc.)
✅ Upload Complete
🎯 Similarity Threshold
Adjust the sensitivity for duplicate detection
85%
Higher = stricter matching
70% - More matches
100% - Exact matches
Duplicate Facility Groups
🏢 Parent Facilities
Parent facilities represent organizational hierarchies (e.g., Reliant, ASC, SHCM). They help organize facilities and enable automatic prefix detection during CSV uploads.
All Parent Organizations
📋 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
▶
All Assignments
Timesheet Settings
Configure professions, timecodes, and facilities for timesheet processing.
🔄 Update Candidate Profession
🔍 Potential Duplicate Candidates
⏳
Scanning for duplicates...
🔀 Merge Candidates - Preview
💰 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
Additional facilities where this assignment can work. Primary facility: Not Set
No float facilities added
🏢 Create Parent Organization
Full organization name
Short code for the organization
External system identifier (optional)
✏️ Edit Parent Organization
⚠️ Deactivate Parent Organization
Are you sure you want to deactivate this parent organization?
Name:
Facilities linked:
Deactivating will hide this organization from the active list. Linked facilities will keep their parent association.
🔀 Merge Facilities
⚠️ Warning: This action cannot be undone!
The source facility will be deactivated and all references will be updated to point to the target facility.
SOURCE (Will be deactivated)
⬇️
TARGET (Will keep all references)
📋 What will happen:
- All timesheet entries will be updated to reference the target facility
- All assignments will be updated to reference the target facility
- The source facility will be marked as inactive
- The target facility will retain all its existing data
❌ Upload Error Details
Error Message
🔍 Technical Details
💡 Troubleshooting Tips
- Check that your CSV file has the correct format and required columns
- Ensure all required data is present (no empty critical fields)
- Verify Person IDs, facility names, and other identifiers are valid
- If uploading assignments or timesheets, ensure related data exists first
⚠️ Timesheet Entry Errors
The following rows encountered errors during processing. Review the errors below and fix them either by editing the CSV file and re-uploading, or by manually creating/editing the entries in the webapp.
💡 How to Fix These Errors
- Option 1: Edit your CSV file to fix the errors, then re-upload
- Option 2: Manually create/edit the problematic entries in the Review tab
- Common Fixes: Check Person IDs exist in Candidates, verify facility names match exactly, ensure dates are in correct format
🔄 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
▶
⚠️ 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)