Help centre

Earnings overview

Track your income across bookings, organisations, and time periods.

Note

These figures are planning estimates, not tax advice, and Sessional does not file anything for you.

What the earnings dashboard shows

The earnings dashboard gives you a current view of your financial position as a locum. It is built from your bookings, invoices, and payment statuses, so you can see what has been paid and what is still owed.

Total earnings

Paid

Completed work marked as paid.

Outstanding

Owed

Invoiced work not yet paid.

Organisations

Split

Income by organisation.

Periods

Filtered

Month, quarter, year, or all time.

Note

Earnings only include non-cancelled bookings. If either party cancels a booking, it does not appear in your earnings figures.

Period filters

Use the period filter at the top of the page to change the time window.

This month

Earnings for the current calendar month.

This quarter

Earnings for Jan to Mar, Apr to Jun, Jul to Sep, or Oct to Dec.

This year

Earnings for the current calendar year to date.

All time

Your complete earnings history since joining Sessional.

Custom date range and organisation filter

Custom range

Use the From and To date pickers for a specific tax period, accountant request, or mortgage application. The custom range overrides any preset until you clear it.

Organisation filter

If you work across multiple organisations, filter to one site to compare income and understand where your work is concentrated.

CSV export

Click Export CSV to download a spreadsheet for the selected period. The export includes booking dates, organisation names, hours worked, rates, and totals, ready to share with your accountant or import into bookkeeping software.

Tax reserve estimate

Below your earnings total, Sessional shows an estimated tax reserve. The reserve is partitioned so each slice of income is priced against the right tax model.

Self-invoiced and agency-managed

These shifts feed the reserve. Agency shifts reserve on your net pay after commission, not the gross rate.

PAYE at source

These shifts are shown separately and contribute zero reserve because income tax and NI have already been deducted.

Sole trader and limited company

If you use both structures, Sessional runs the calculation once per structure and sums the result.

It is a rough guide, not tax advice. See the tax planning page for a more detailed breakdown and the agency and PAYE tracking guide for how the three modes interact.

How earnings connect to invoices and payments

Your earnings are derived directly from your bookings, with the path depending on how the shift gets paid.

Complete the booking

Mark the shift as delivered.

Self-invoiced shifts

Create the invoice, track it while outstanding, and move the amount to realised earnings when it is paid.

Agency-managed and PAYE shifts

Skip the invoice step. Mark the shift as paid when the agency or umbrella settles it.

This means your earnings dashboard reflects each payment mode. You see what you have been paid and what is still owed.

Frequently asked questions

Why is a booking missing from my earnings?

Only bookings marked as delivered or paid appear in earnings. Check that the booking has not been left in a draft or cancelled state, and confirm that the date falls within the selected period filter.

Can I edit an earnings figure directly?

No. Earnings are calculated from your bookings and invoices. To correct a figure, update the relevant booking rate or invoice amount.

Do earnings include VAT?

Sessional does not add VAT to your figures. If you are VAT-registered, your earnings show the net amounts from your invoices. Speak to your accountant about VAT reporting.