New Excel Formatting Updates(coming soon)

We have made several changes to the excel formats of fields in our billing exports, payroll exports, and appointment list reports.

Export

Changes Made

Export

Changes Made

Billing Export Updates

The following fields are now formatted as “number” and rounded to two decimal places:

  • # of hours

  • Unit Rate

  • Total Charges

  • #units (when rounding rules are set to “no rounding)

The following fields are now formatted as “time” and in HH:MM AM/PM format:

  • Actual Start Time 

  • Actual End Time 

The following fields are now formatted as “date/ time”, and in MM/DD/YYYY format.

  • Staff Verification DateTimeStamp 

  • Appt Requirements Completed 

  • Last Modified On 

  • Last Billing Exported 

  • Last Payroll Exported

Payroll Export Updates

(Timesheet and Non Payable Tab)

The following value is now formatted as “date”, and in MM/DD/YYYY format:

  • DateofService

The following fields are now formatted as “number” and rounded to the second decimal place:

  • Rate 

  • Miles 

  • Duration

The following field is now formatted as a “number” and rounded to the third decimal place::

  • MileageRate

The following fields are now formatted as “time” and in HH:MM AM/PM format.

  • StartTime 

  • EndTime

  • Actual Start Time

  • Actual End Time

The following fields are now formatted as “date/time”, and in MM/DD/YYYY format:

  • Last modified on 

  • Last Billing Exported 

  • Last Payroll Exported 

  • Appt Requirements Completed 

The following fields are now in “text” format:

  • Id 

  • AppointmentId 

 

Payroll Export Updates

(Summary and Paycode details tabs)

The following field is now in “date” format:

  • EmployeeStartDate

Appointment List Export Updates

The following field is now in number format:

  • duration

The following field is now in text format:

  • Appointment id

The following fields are now in as “date”, and in MM/DD/YYYY format:

  • Date

  • Scheduled Date

  • Modified Date