Column Details

Detailed description of each column on each grid

Below is a detailed list of each of the columns that appears on each grid, and what details can be entered/ is displayed on each. They are listed in the default order as they appear in a new version - which may be different to your own version if you have changed the column ordering.

Sessions

Practice	The name of the Practice/EA this session is for.
Start Date	The date the session starts on.
Start Time	The time the session starts.
End Date	The date the session ends on. This is only required for overnights, when the start and end dates are different. For normal daytime sessions this column can be left blank.
End Time	The time the session ends.
Rate	The rate being charged for the session (the session rate, not the hourly rate).
Extras	The value of any Extras also being charged for the session.
Employer Pension Contrib.	The Employers Pension Contribution. Only used in England and Wales after 01 April 2013. This is only applied to NHS Normal Sessions and is calculated as 90% of (Rate + Extras) * 14% (the employers pension contribution rate). It is only added to a Session of the checkbox 'Employer Pension Contribution' is ticked.
Expenses	The value of any Expenses also being charged for the session.
Total	The total charge for the session (Rate + Extras + Expenses).
Session Type	The type of the Session, e.g. Private, NHS Normal, NHS OOH etc.
Invoice	This is the number of the invoice the session appears on. Once a session has been put on an invoice only the Notes columns can be changed.
Forms	This is the pension forms the session appears on. Once a session has been put on a pension form only the Notes columns can be changed.
Private Note	The private note is a space for you to enter notes against each session. The private note is never displayed on any invoices, pension forms, or other external communication.
Public Note	The public note is a space for you to enter notes against each session. The public note may appear on invoices against the session, depending on the invoice template being used.

Session Extras

Item	The details of the extra charge being added to the session.
Private Note	A note for your reference for each extra item. This note is not displayed on the invoice.
Rate	The amount charged for this extra item.

Session Expenses

Item	The details of the expense being added to the session.
Category	A categorisation of the expense e.g. mileage, materials etc.
Private Note	A note for your reference for each expense item. This note is not displayed on the invoice.
Rate	The amount charged for this expense.

Practices

Name	The name of the practice. This is used on the other grids and the pension forms.
Practice Manager	The name of the practice manager.
Address 1-4	The address as it will appear on invoices.
Postcode	The practice address as it will appear on invoices.
Email	The email address of the practice.
Phone	The phone number of the practice.
Fax	The fax number of the practice.
Web	The web address of the practice.
Notes	A space for keeping notes about the practice.
Partners	The partners of the practice.
EA Code	The practice code to be used on pension forms.
PCT	The Primary Care Trust this practice belongs to.
Mileage	The mileage between your home and the Practice. Travel to and from workplace should be recorded for tax returns. Total mileage can be worked out on one of the reports.

Invoices

Number	A unique number assigned to each invoice. This number is defineable on the Options screen
Practice	The practice this invoice is for.
Amount	The total amount this invoice is for.
Employer Pension Contrib.	The employers pension contribution part of the total amount (only applies after 01 April 2013 for NHS Normal sessions in England and Wales).
Created Date	The date the invoice was created.
Sent Date	The date the invoice was sent to the practice.
Sent Method	The method used to send the invoice e.g. email, post, hand delivered etc.
Payment Date	The date payment was received for the invoice.
Payment Method	The payment method used for the invoice e.g. cheque, bank transfer.
Payment Ref	A reference for the payment, e.g. a cheque number, electronic transaction number.
Receipt Date	The date you sent a receipt for payment.
Receipt Method	The method you used to receipt the payment e.g. email, post.
Receipt Ref	A reference for the receipt i.e. a receipt number.
Public Note	A note that will appear on the invoice. This can be a default note applied to all invoices (set up on the Options screen), for example bank account details for electronic transfers.
Private Note	The private note for the invoice allows you to keep notes regarding this invoice which are not displayed on any invoices or other correspondance.

Events

Title	The name of the event.
Category	The event category. These are defined on the Options screen.
Start Date	The date the event started on.
End Date	The date the event ended on. Only required for multi-day events.
Notes	Any notes relating to the event.

Pension Form A

Practice	The name of the practice this pension form is for.
Month	The month this pension form is for.
Sessions	The number of sessions this pension form covers.
Amount	The total income of all the sessions on the pension form.
Pensionable	The pensionable income, which is the total income less 10%.
Contribution	Your pension contribution for the month.
Sent to Practice	The date you sent the pension form to the practice.
Rcvd From Practice	The date you received the form back from the practice.
Sent to HA	The date you sent the completed pension form and payment to the Health Authority.
Notes	Any notes you need to keep about this pension form.

Pension Form B

Month	The month this pension form is for.
Amount	The total income of all the sessions on the pension form.
Pensionable	The pensionable income, which is the total income less 10%.
My Contribution	Your pension contribution for the month.
AVC	Any Additional Voluntary Contributions you decided to make. Populates box d on Form B.
Added Years	Any Added Years Contributions you decided to make. Populates box c on Form B.
Additional	Additional Pension Contributions. Populates box e on Form B.
ERRBO	Total of any NHSPS ERRBO contributions. Populates box f on Form B.
Total Contributions	The total contributions you make for the month (My Contribution + AVC + Added Years + Additional + ERRBO).
Employer Contribution	Employer contribution for the month (14.38% of Pensionable).
Sent to HA	The date you sent the completed pension form and payment to the Health Authority.
Notes	Any notes you need to keep about this pension form.

Pension Form Solo

OOH Provider	The name of the OOH Provider this pension form is for.
Month	The month this pension form is for.
Sessions	The number of sessions this pension form covers.
Amount	The income of all the sessions on the pension form (session rates, but not including extras).
Expenses	Any expenses you had for the sessions covered by this pension form.
Pensionable	The pensionable amount (Session Rates + Session Extras).
Employee Contrib	Your pension contribution for the month.
AVC	Any Additional Voluntary Contributions you decided to make.
Added Years	Any Added Years Contributions you decided to make.
Additional	Additional Pension Contributions.
ERRBO	Total of any NHSPS ERRBO contributions.
Employer Contrib	Employers contribution for the month (14.38% of Pensionable).
Total Contrib	Employee Contributions + AVCs + Added Years + Additional + ERRBO + Employer Contributions.
Sent to HA	The date you sent the completed pension form and payment to the Health Authority.
Notes	Any notes you need to keep about this pension form.