You can change daycare program fees by batch for a group of programs. You can change all fees for selected programs by a specific percentage, or enter new amounts individually for each fee.
Administration > Daycare Settings > Change Program Fees
Administration > Financial Settings > Change Fees - Daycare
You can use the following criteria in your search:
| Name of Field | Type | Description |
Search Criteria |
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| Program Name | Text | Full or partial name of the program. |
| Program Type | Dropdown list | Type of the program. |
| Catalog Number | Numeric | Catalog number of the program. |
| Category | Dropdown list | Category of the program. |
| Supervisor | Dropdown list | Supervisor of the program. |
| Site | Dropdown list | Site attached to the program. |
The search result displays a list of programs that match the search criteria, along with all the fees attached to each program, including the fee description and current fee amount.
The following options are included on the Change Program Fees page:
| Name of Field | Type | Description |
Fee Change |
||
Percentage Increase |
Numeric |
Percentage change to apply to all the fees attached to the selected programs.
A positive value increases the fees by this percentage, while a negative value decreases the fees by this percentage.
To override a percentage change in fees, enter a fixed amount in the Proposed field for individual fees. |
Round to Nearest $ |
Numeric |
Nearest value to round the new fee amounts to.
The minimum value is 0.01. This rounds the fee amounts to the nearest cent.
For example: You can round fees to the nearest dollar (default value is 1.00) or to the nearest ten dollars (10.00) to simplify your charges. |
Program / Fee |
||
Name |
Read only |
Name of the program. |
Description |
Read only |
Description of the program fee. |
Current |
Read only |
Current amount of the program fee. |
Proposed |
Numeric |
Proposed new amount for an individual fee.
This amount can override the percentage change specified in the Percentage Increase field.
Note: This field displays the proposed new amount of a fee after entering the Percentage Increase value and clicking the Preview button. To override, manually enter the new amount in the field. |
Click the Preview button after entering the Percentage Increase and Round to Nearest fields to display the calculated new fee amounts in the Proposed field.
Click the Revert button (after clicking on the Preview button) to revert the fee amounts to the previous value.
Click the Apply button (after clicking on the Preview button) to apply the new fee amounts in the Proposed column. The amounts in the Proposed column will be copied to the Current column, and these will be the new current fee amounts for the selected programs.