How to Setup the Enrolmy Subsidies Reconciliation Process for your Activities

1. Xero users should create WINZ codes within Xero. See how to do that here

2. Navigate to your BASC or HP activity and edit the activity. 

3. Scroll to the invoice settings on the form and select 'show advanced options'

4. You should set your invoice detail to itemise each session by date on your invoices

5. Navigate to the 'Subsidy Settings' section and switch the toggle onto 'yes'

6. Select 'Yes' to use the Enrolmy Reconciliation Process

7. If using Xero, assign your Subsidy Account Code for this venue by selecting the drop-down field and choosing your Xero Code for Subsidies.

Awesome! You are now ready to start managing OSCAR Payments in Enrolmy.