Articles on: Booking, Attendance & Session reports

Return Fee Reduction - Past Balance Adjustment Screen

This article will assist you with creating a Return Fee Reduction for balance adjustments prior to your Go live on Xap.

Return fee reduction is when you need to let CCSS know of any fee reductions that have not been passed onto the family as they have left the centre and you are no longer able to contact them.

Overview

The Past Balance Adjustments screen will display Credit or Debit Amounts.

This will only display if you have made changes to sessions for a period prior to starting with Xap.

The Past Balance Adjustment Screen:

Calculates CCS Fees and Bookings adjustments for periods prior of care submitted in a different software prior to you starting with Xap.
Allows the Service the option to apply a balance adjustment if required.

Note: From your Go live date in Xap, any adjustments to session information moving forward will automatically be applied to Guardian accounts. This only affects dates prior to your Go Live date with Xap.

Applying the Return Fee Reduction vis Past Balance Adjustment Screen

Select the Payments & Billing Screen
Select the Past Balance Adjustments Screen

Search on the child the Return Fee Reduction screen
Select the 3 dot menu next to the required week
Select Create Return Fee Reduction from the drop-down menu

Add in the Amount passed on ($) amount
Add in the Amount not passed on ($) amount
Add in the reason for the return fee reduction
Select Submit to CCSS

Updated on: 08/07/2024

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