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How To Handle WINZ Payments on Enrolmy

Scenarios:

  1. You want to know where you record WINZ statements in Enrolmy

  2. You want to know how to allocate WINZ payments from an uploaded statement

This document assumes the following:

  • Attendance Reconciliation has been completed

  • You know how to upload a WINZ Statement

 WINZ Reconciliation has three unique steps that need to be followed:

  1. Upload Work and Income Statement

  2. Review translation from the Work and Income Statement into Enrolmy

  3. Confirm WINZ Allocation which results in WINZ Credit Notes

Providers will receive weekly WINZ payments that must be correctly and accurately recorded against a child's attendance.

Where To Record WINZ Payments

There are two areas within Enrolmy where you can record WINZ payments. Both options follow the same reconciliation process described below.

  1. Within the activity itself → to be used if you have payments for activity on one statement

  2. Against multiple activities → to be used if you have payments for multiple activities on one statement

How To Upload A WINZ Statement

  1. Select Upload Work and Income Statement

  2. Select the Venue for which the statement is for

  3. Enter the SWN for this statement

  4. Click Proceed

How To Review WINZ Payments

  1. Review the details that have been translated from the Work and Income Statement:

    1. Ensure that the correct child and caregiver have been selected

    2. Ensure the WINZ allocation has been assigned to the correct activities

  2. Select Save and Finalize

Confirm WINZ Credit Notes

  1. The final step is to confirm the WINZ Credit notes by selecting View Reconciliation

  2. Run your eye over the WINZ allocations that have been translated from the previous page

  3. If you need to adjust or add any information → this is the area to do so

  4. Select Save and Finalize

  5. Your WINZ Credit Notes will now be generated

Application Of WINZ Credit Notes

WINZ credit notes will be applied differently based on whether you are invoicing in arrears or advance:

Invoicing In Arrears

Invoicing in Advance

  1. WINZ reconciliation has been completed.

  2. Generate your invoices.

  3. Regular WINZ credit notes will be applied automatically against current invoices.

  4. Arrears WINZ credit notes will need to be applied manually within the Money Tab.

  1. WINZ reconciliation has been completed.

  2. Invoices have already been generated at the time of booking.

  3. Regular WINZ credit notes will be applied automatically against current invoices.

  4. Arrears WINZ credit notes will need to be applied manually within the Money Tab

For more information on regular versus arrears payments → https://helpcentre.enrolmy.com/entkb/winz-arrears-payments-versus-regular-payments

How to Handle WINZ Payments for Holiday Programmes

https://vimeo.com/824929012?share=copy

Awesome! You can go ahead and allocate your WINZ credit notes!

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