April Monthly Wrap Up

We will be hosting our Monthly Wrap Up Hui on Wednesday 8th of May at 11:00am. 
Register here to join us as we take you through the releases below!

Features & Enhancements

Group Bulk Actions 

• Bulk absence exemptions can be performed across a group, under Group > Bulk Actions. We will continue to add additional bulk actions in future. Some of the other bulk actions (once added) may take some time to process, depending on the volume of recipients or requests. 

Funding Reports 

• We have added a new report called “Children Funding History” under Child Reports > Ministry of Education. This will allow centres to see the funding at a day level for each child in a single report to see where they might be losing out on funding. This report includes the attendance, the funded hours and any reasons where funding isn’t being claimed such as frequent absences or holidays. It’s built in the new reporting framework and therefore can be exported directly to spreadsheets or printed, the column widths can be adjusted and you can sort multiple columns as needed. Additionally, this report can be run at a Group or Chain level for those users that have access permissions. 

• There is a new report under Reports > Finance Reports called "Group Funding" that allows centres to run the funded child hours and the used funding rates for each month at a Chain, Group or Centre level. This report will help accountants accurately report on future funding payments from the Ministry. We strongly advise entering the correct funding rates your centre is using in the Funding Advancement screen found in the Ministry menu.  

• There is a new report under Reports > Finance Reports called "Group Funding Summary" that allows administrators to see a high level overview of centres funding information at a Group or Chain level. This report shows Licence Number and the Advanced, Actual, Washup, Advance 75% and the Total for an extremely quick overview across the funding period. Again, we strongly advise entering the correct funding rates your centre is using in the Funding Advancement screen found in the Ministry menu. 

Other Enhancements

• Based on your feedback, we've made a slight adjustment to the new WINZ Schedule. If a new Child Benefactor is added on the Child screen, the schedule will pick up this change within five minutes and adjust the payment that is due to be processed, reducing the steps to permanently update the WINZ payments due to the rolling schedule. 

• We have added an option to add Bill Payer Email to the Aged Debtors report.

• Discover will now automatically save and apply a Default Funding Rate when RS7 is submitted and no matching Default Funding Rate is found. It will not update any existing set funding rates—it will perform a check to ensure that the Funding Rate being used is the same as the one being submitted for RS7, and if it is not, Discover will add a new Default Funding Rate. This will make all funding-related reports more accurate for all users.

• We have re-introduced Rule 1 to the Frequent Absence report to prepare for some other modifications coming to this report in the future. This is to help users quickly identify if an enrolment might need to be adjusted due to the child being frequently absent on the same day. Previously, we’ve included Rule 1 and Rule 2 together, as a child breaking Rule 2 means they’re also breaking Rule 1. 

• The Centre Balance report can be sent to the user as a CSV if multiple centres are selected.