Earnings dashboard for locums

The earnings dashboard on Plus and Pro pulls from your recorded shifts and invoices. Gross earnings adds computed totals for non-cancelled shifts in the selected window, plus paid cancellation fees. It includes recorded work that has not been paid, so it is not a bank-receipts total. Alongside the headline you see:

• Gross earnings: computed shift values plus paid cancellation fees, before linked expenses.
• Average shift: the average known computed value of non-cancelled shifts in view, excluding pending billings and cancellation fees.
• Draft invoices: the value of draft invoices in the selected period.
• Tax reserve: a suggested set-aside on recorded received contractor income.
• Currently overdue: overdue invoice value across all periods, separate from the period-filtered overdue figure.

The dashboard defaults to its current financial-year window, from 1 July to 30 June. The period control offers:

• Tax year: the current financial year, shown with its label, for example 2026/27.
• Quarter and Month: the current calendar quarter or month.
• All time: recorded history without a period boundary.

For a specific range, enter both From date and To date, then choose Apply. Set both boundaries when preparing a record for your tax agent or comparing a particular block of work. Clear returns to the default view.

Use the Workplace filter to isolate one workplace and compare recorded shift values. Search narrows shifts by workplace name or site notes; cancellation fees match workplace names or descriptions. Draft and overdue invoice totals use their own date filtering and do not follow the workplace or text search filters.

Below the headline, the monthly breakdown lists shift counts, average shift values and gross amounts, newest month first. Monthly averages exclude pending billings and cancellation fees. The shift earnings ledger shows filtered shifts with delivery and invoice states, stored unit rates and calculated shift values. For the distinction between work you invoice yourself and work paid through an agency or payroll, see agency vs direct billing.

Under the headline metrics, Sessional shows a tax reserve on recorded received contractor income in the selected period. Self-invoiced shifts count when marked paid. For delivered agency work, a pay-check can also record receipt: Paid correctly uses the computed shift total and Paid short uses the recorded amount received. Unchecked or Not paid yet marks do not establish an agency receipt by themselves. PAYG income is excluded from this reserve.

A received shift with a dated paid invoice uses the invoice settlement date for the reserve period. Without one, including agency pay-check receipts, it uses the shift end date. This means the app’s period may differ from when an agency transfer reached your bank. The estimate annualises income using the contributing work dates and finance-profile assumptions. It leaves out PSI rules, the Medicare levy surcharge, HELP and HECS repayments, and other adjustments. Use the tax planner to review assumptions and discuss the estimate with a registered tax agent.

If you record a positive monthly super contribution in your finance profile, a super planning snapshot annualises that amount. This is based on what you enter, not a feed from your fund. The super tracker guide explains the separate contribution records.

When you link expenses to shifts on the expenses page, a per-shift margin table appears here. It subtracts linked costs from the computed shift amount and shows a margin percentage. It only includes recorded linked costs, so unrecorded travel or accommodation will not reduce that figure. This is not take-home pay after tax.

Click Export CSV to download dates, workplace names, shift types, start and end times, amounts and statuses. The export includes non-cancelled shifts and paid cancellation fees using the same period preset, From date, To date, Workplace and Search filters as the page. Pending billings have an empty amount and a Billings pending status, so unknown values are not recorded as zero.

For work you invoice yourself, mark the shift delivered and create an invoice. A workplace payment report through its invoice link needs your confirmation before settlement; check your bank records first. Gross earnings and the received-income reserve answer different questions, so do not treat an increase in gross as confirmation of payment. The invoicing guide explains the available invoice actions.