*For further information on setting up top ups to meet 2024 MOE guidance, please click here: Top-Ups.

To locate your Charge Adjustments, navigate to Centre Setup > Charge Adjustments.

Use this screen to setup standard daily, weekly or enrolment fees or discounts that you can optionally apply to individual children on the enrolment tab to adjust the base enrolment fee. 

1) Click 'Create New'.

2) Enter the 'Adjustment Name' and Type (see below).

3) Enter the $ Amount (this will depend on the type of adjustment).

4) Select a Holiday Credit Method from the dropdown (see below).

5) Tick the Enrolment Discounted, Is Tax Free and/or Is Donation boxes where relevant.

6) Enter the Max Weekly (hours) if applicable.

Charge Types

• Once Only: is invoiced once only for the child, regardless of subsequent enrolments
• Daily: is invoiced per day - you get to select which days in the enrolment screen
• ECE Hours Charged At An Hourly Rate: As described. The number of ECE hours in the enrolment is multiple
• Weekly by Count: is a weekly charge - if the child has a holiday credit the value of the credit will be divided evenly by the number of days enrolled that week
• Weekly by Value: is a weekly charge - if the child has a holiday credit the value of the credit will be based on the value of the particular day (some days may be more expensive than others depending on ECE hours and fees)
  
  

If the child is absent or has a normal holiday, they are charged per the centre holiday policy, subject to the two weekly holiday credit options above.

When a child takes a discountable holiday then the Holiday Credit Method determines if and how the charge is credited.

• No Credit: is never credited e.g. a fixed charge
• Holiday Credit: is credited at the holiday discount %. e.g. an ECE charge
• Full Credit: is credited in full. e.g. Lunch fee
• Always Charge: works the same as No Credit, but is charged even when a Centre Holiday is Not charged unless the holiday excludes charges.

You can also choose whether to apply enrolment discounts to the fees or not. If you mark an optional fee as discountable and then use a discount on the enrolment tab, the discount will apply to the optional fee as well as the regular attendance fees.

Applying Charge Adjustments to Enrolments 

1) Navigate to the Child Record > Enrolments > Select Enrolment. 

2) Click the "+" sign on the enrolment tablet at the bottom of the screen.

3) Select the relevant charge adjustment.

4) Click 'Save'.

Top-Ups

For the new upcoming rule regarding top-ups, services can implement this change in Discover using Charge Adjustments with some specific settings enabled.

In Discover, Charge Adjustments can be set up for all the top-up amounts needed and applied onto the children's enrolments. This information can then be viewed using the Payments Report.

Please see the following bulletin for more information on Top-Ups: HE PĀNUI KŌHUNGAHUNGA: Issue 105 

When creating a charge adjustment for this purpose, the below settings will need to be enabled:

• Adjustment Type: ECE Charged at an Hourly Rate (mandatory)
• Include on Educator Payroll: Ticked (mandatory)
• Adjustment Name: as needed
• $ Amount: as needed
• Holiday Credit Method: we recommend using Holiday Credit 

Example: If a child is booked for 8 hours on a Tuesday using 6 hours ECE and has a top-up of $3.50 per ECE Hour, the top-up amount for the day will only total (6 hours x $3.50) =  $21



Ticking the box for 'Include on Educator Payroll' means the charge adjustment will be pulled in to the Payments Report (located in Reports > Homebased Reports). 

'Optional Fees' will need to be selected in the report fields in order to include a column for the charge adjustments. If the box left unticked, the column for Optional Fees will not be able to pull the charge adjustment's information. 


Please note: 

• If the child has future bookings, you can click directly onto the bookings and add the charge adjustment top-ups as necessary - no need to use Change Enrolled times and resume.
• You can opt to use Bulk Actions > Split Enrolments if you would like to create a new line of enrolment for everyone beginning when the top-ups take effect. Following this, navigate to each child and click onto their enrolments and update as necessary (adding the charge adjustment top-ups).