Please note: The following feature is available as part of Birdie’s Starter, Core, Advanced and Plus packages (Also known as Care Management, Rostering & Finance, Premium, Entry and Essentials). Please get in touch if interested in more information on this feature!
Take full control over which visits get confirmed for invoicing and payroll. Our flexible visit confirmation system lets you easily discard any visits you do not want to include – whether it is because a client became inactive but wasn't updated in your system, you have created shadow visits for planning purposes, or any other scenario where a visit should not be billed or paid for.
This gives you the flexibility to handle real-world complexities without disrupting your financial processes. Birdie does not delete these visits even if you have discarded them; this ensures you always have an audit trail.
How to discard visits from the Confirm Visits tab
Go to the Finance tab and click on the Confirm visits tab on the left-hand side.
You can use the filters at the top of the page to narrow down which visits you would like to discard. Then use the tick boxes to the left of any visit to select which ones you would like to discard.
You can bulk select visits by clicking the button next to the date column.
Now select Discard in the top right-hand corner of the screen.
When you click Discard, you will see a pop-up asking you to confirm the action. The pop-up will let you know:
This ensures you can safeguard against errors and accidental deletions. Visits that are discarded will not be added to the invoice or the carer's payslip.
You do have the option to discard just for invoicing or just for payroll. For more guidance on this, see this article.
If you want to proceed with discarding these visits, you can select Discard.
How to restore visits you have discarded
You can restore a visit if you have accidentally discarded it from the confirm visits tab. Click the Discarded from payroll or Discarded from invoicing tab to view these visits.
Here you will see the visits that have been discarded. You can use the filters to search through if need be.
Once you have found the visit, click the box next to the client's name and then click Restore. These selected visits will move back to the list of visits to confirm.
We advise that you regularly review both the Discarded from Payroll and Discarded from Invoicing tabs to ensure a visit meant to be confirmed has not accidentally ended up in the discarded tabs.
For troubleshooting and commonly asked questions, see the article here.