Earnings overview

The earnings dashboard gives you a real-time view of your financial position as a locum. At a glance you can see:

• Total earnings: the sum of all completed and paid bookings
• Outstanding amounts: bookings that have been invoiced but not yet paid
• Earnings by organisation: a breakdown showing how much each organisation contributes to your income
• Period summaries: monthly, quarterly, and annual totals depending on the filter you choose

Use the period filter at the top of the page to change the time window. The available presets are:

• This month: earnings for the current calendar month
• This quarter: earnings for the current calendar quarter (Jan-Mar, Apr-Jun, Jul-Sep, Oct-Dec)
• This year: earnings for the current calendar year to date
• All time: your complete earnings history since joining Sessional

For more precise reporting, use the From and To date pickers to define a custom range. This is useful when you need earnings figures for a specific tax period, accountant request, or mortgage application.

The custom date range overrides any preset period filter. Clear the dates to return to a preset.

If you work across multiple organisations, use the organisation filter to view earnings from a single organisation. This helps you compare income across sites and identify which working relationships are most productive.

Click Export CSV to download a spreadsheet of your earnings for the selected period. The export includes booking dates, organisation names, hours worked, rates, and totals. This is ideal for sharing with your accountant or importing into bookkeeping software.

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

• Self-invoiced and agency-managed shifts feed the reserve. Agency shifts reserve on your net pay (after commission), not the gross rate.
• PAYE-at-source shifts are shown separately. They contribute zero reserve because income tax and NI have already been deducted before you receive the money.
• If you run some shifts as a sole trader and others through a limited company, 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.

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

1. You complete a booking and mark it as delivered
2. Self-invoiced shifts: you create an invoice, track it while outstanding, and the amount moves to realised earnings when marked paid
3. Agency-managed and PAYE shifts: no invoice step. Mark the shift as Paid when the agency or umbrella settles. The net pay amount moves to realised earnings directly.

This means your earnings dashboard always reflects reality across every mode. You see exactly what you have been paid versus what is still owed.