How to set up WINZ and OSCAR Subsidy Rates

How to set up WINZ and OSCAR Subsidy rates.

When you have received confirmation from WINZ that a child is approved for an OSCAR subsidy, you then need to enter the approved rate and hours into Enrolmy as soon as possible.

Handling OSCAR Subsidies

 

When you have received confirmation from WINZ that a child is approved for an OSCAR subsidy, you then need to enter the approved rate and hours into Enrolmy as soon as possible.

 

To enter the subsidy rate for a child, navigate to the “Subsidies” tab within an activity,

  • Click the All Attendees Tab
  • Then Click on the + Symbol
  • Then select Subsidies

 

Subsidies

 

From here you can generate credit notes, edit the subsidy rates, request deposits and search by filters or date range.

To change a child's rate, select the cog to the far right of the child you wish to edit, select EDIT SUBSIDY and the details will expand.

 

Edit subsidy

 

When you select Edit subsidy it will expand to show the below:

 

Edit subsidy expanded

You can enter the subsidy rate and approved hours in the fields provided and select the rate from the drop down making it easier to select.

Indicate whether the Subsidy has been approved by WINZ or not, if you select yes, you have the option of creating a credit note for any invoices already produced as per below:

 

 Submitted to WINZ

If the subsidy has been approved and you save changes, it will automatically be calculated and shown on the invoice, the next time you create one.

After changing a subsidy where a credit exists, you can create a credit note by selecting their name and clicking CREATE CREDIT NOTE, it will then appear in draft credit notes.

You then have the option to apply to an invoice or refund as shown:

 

Apply to invoice

 

Within the credit note, it is Itemised for subsidy.

 

Credit note is itemised for subsidy

 

At this stage, you can either approve the credit note or change the bill payer to another Enrolmy customer then approve.

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