The Charge Schedule
The charge schedule turns approved, chargeable hours into an invoice-ready schedule per client and site, with CSV, PDF, Sage 50 Accounts and Xero invoice files.
Overview
What you bill, from the same figures as payroll.
The charge schedule shows the hours you can bill for a client and period, split by site, worker, role, cost code and pay element, with the charge rate and amount on each line. Charges come from the same pricing engine as pay. Once a pay week is closed, the schedule uses the frozen figures from that week.
Open It
Agency console, client dashboard or Close week.
Go to Charge schedule
Agency console: Reports > Charge schedule. Client dashboard: Reports > Charge schedule. Or click Open the charge schedule in step 5 of Close week.
Pick what to bill
Choose the Client, a Site (or all sites) and the Period: a pay week, or a custom From and To. Add a PO reference if the client needs one.
Choose what to include
Approved shifts only and Leave out open queries keep the schedule to hours that are ready to bill. Tick Add VAT at to show VAT. Click Show.
Reading It
Totals first, then the detail.
Downloads
For your records or your accounts system.
| Button | What you get |
|---|---|
| CSV | The schedule as a spreadsheet. |
| A printable schedule to send with the invoice. | |
| Sage 50 CSV | For Sage 50 Accounts: File > Import > Audit Trail Transactions. One sales invoice (SI) row per site and pay element. |
| Xero CSV | For Xero: Business > Invoices > Import. One draft invoice per site, one line per worker and pay element. |
Sage Accounting (cloud) connects through its API instead of a file; a send button on this screen is being added. See Sending Invoices to Sage Accounting.
Site Billing Details
Set once per site.
On the Locations page, each site can hold a billing name, contact, email, PO reference, Sage account, department and nominal code. The charge schedule and the invoice files use them.
Client Portal
Clients can download their own.
Portal users with permission to see charges (the Approver role) can open Charge schedule in their portal for the sites they are allowed to see, and download the CSV or PDF. Pay rates are never shown in the portal.
Know who turned up, and pay every hour right.
Face-verified clock-ins, live geofencing and payroll-ready timesheets in one system. Tell us how your shifts run and we will show you how it fits.
App hosted in the UK · Onboarding led by a pilot site · No app needed to clock in