How to review earnings and record a payout

Inspect a pay period, export its statement, and record payments made outside CoCharts.

Select the pay period
Open Payroll and use the previous or next period controls to choose the period you are reviewing.
Review the calculations
Use View lines to inspect each provider's earnings. Check completed visits, collected payments or sent invoices, and the applicable pay rules.
Export and record payment
Export the period as CSV or PDF. After paying the provider outside CoCharts, use Mark paid to record that payout.

Select the pay period