Financial

The Financial tab is a read-only view of the participant’s finance items (the charges from delivered work), grouped by where they sit on the way to a claim. Open the participant, then select the Financial tab.

The summary cards show the total and item count at each stage:

• Ready: priced and ready to be batched into a claim or invoice.
• Needs review: flagged for a check first, for example a missing support code or rate.
• Held: deliberately paused.
• Invoiced: included in an invoice or claim batch. This does not by itself mean it was paid.

Below the cards, the Finance items table lists every item on the record:

Column	What it shows
Shift date	The date of the shift the charge came from.
Support	The agreed support item it was billed against, or a dash when none is linked.
Status	Ready, Needs review, Held or Invoiced, matching the cards above.
Amount	The dollar value of that item.
Checks	Anything blocking the item, or No blockers when it is clear.

To review charges, open Billing. Issued batches, claims and payment reconciliation are under Finance > Invoicing; see Record a payment.

Items flow here automatically from delivered shifts, plus any manual charges. Until anything has been delivered, the table reads No finance items yet. Use the tab to see what is ready to claim for this participant, and what is stuck and why.

Follow up a charge

You need Participants read access and the Invoicing workspace feature. The information available also follows your access to the related work areas. For example, when a delivered shift has Needs review, find its date and support, read Checks, then locate the same item in Billing to investigate.

For a Needs review row, read Checks before following up the dollar amount: a displayed amount can still have a blocker. In Billing, match the participant, shift date and support rather than choosing a row only because its amount is the same.

Use the table pager for further rows. The summary represents the participant’s overall items, rather than only the visible page. Save any correction in the record that owns it, such as the plan, agreement or shift, then return to Billing to recheck the item.

A Ready amount is not money received, and Invoiced is not a paid balance. Check payment reconciliation in Invoicing for that result. If the screen shows a loading error, retry or ask the workspace owner to check your access rather than treating unavailable figures as zero.

If the figures cannot load

If Participant financial checks require an update. appears, the financial view has not loaded. Do not treat the blank area as no spending or no charges. Retry once, then send the exact message and affected participant to your workspace owner or OneForce Care support. Use the Billing register to inspect available individual charges while the issue is investigated.