Bulk Edits to Fees

Modified on Wed, 6 Mar at 1:08 AM

This article is designed to help you make bulk edits to fees, particularly for OSHC services who may be charging incursion/excursion fees on specific days during vacation care.

TABLE OF CONTENTS

Making Bulk Edits to Fees
Bulk Edits to Fees on already Charged Sessions

Making Bulk Edits to Fees

Navigate to Attendance in the menu, and select Attendance/Bookings from the drop down options.

Navigate to the Finance tab on the bottom half of the Attendance screen.

In the Class column you can see all of the different fees that the children currently have associated with their session on this date.

Select the children you want to edit the session fee for by selecting the checkbox in the top left hand corner of the attendances. Alternatively, if you are only wanting to select specific children, you can individually select them by selecting the checkbox next to the child's name.

Note: You can filter this screen by class to change all of the fees for a single class. The children selected must all have the same status on the session, for example below they are all Unknown.

You will then see the following three icons pop up under the Finance tab once you have selected multiple children's sessions. The icon on the right is the Bulk Edit Fee button.

Select the Bulk Edit Fee icon to edit the fees for the selected children. You will then be presented with this pop up box.

Note: The yellow box displays a message warning you that you are changing fees for the selected children.

Select the correct fee you want to apply to the selected children's session for this date by choosing a fee from the drop down options.

Once you have done this, select Update to update the fees for the selected sessions.

Note: The yellow box displays a message warning you that when you select Update, you are changing the fees for the selected children.

You will then see that all of the sessions for those selected children have been updated to the fee that was selected.

Bulk Edits to Fees on already Charged Sessions

If a session has already been charged, once a child's session fee has been edited using the Bulk Edit Fee feature, this will evidently be reflected in the transactions on the account. The original session fee will be reversed in the transactions, and the new session fee charge will be applied. Subsidy estimates and discounts on the account will readjust as usual after the fee has been edited.

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