Subsidies

This page allows you to create or modify a subsidy for application to activities and/or memberships.

Note that subsidy does not apply to:

activities in the following activity types: activity package, private lesson types, or team activities for which the 'Team/Group Payment scenario' setting of the team/group type is set to 'All members pay individually, teams/groups can pre-pay members'.
activities in the following transaction types: Enroll to waitlist (Adding to waitlist), Place deposit, Trial class, Roll over, or Create team/group
the following taxes, fees and surcharges: Payment plan surcharge, Tax and discount of the payment plan’s surcharge, Usage fee or Global surcharge
membership packages in the automatic renewal transaction type

Go to section

Surcharges Information

Annual Budget

Allocations

Eligible Activities

Eligible Membership Packages

Location

Administration > Financial Settings > Subsidies

On the Change Subsidy page, you will find the following input fields with the option to Save or Delete the record at the bottom of the page:

Name of Field	Type	Description
Subsidy Information
Subsidy Name	Text	Name of the subsidy program.
G/L Account	Dropdown list	General ledger (GL) account into which to keep track of its financial transactions and track expenditures against budget.
Disable Subsidy	Checkbox	Setting to disable this subsidy.
Warning Message	Text	Text to display to staff users and customers when the subsidy is disabled (for example, a shutdown notification).
Annual Budget
Calendar Year	Dropdown list	The calendar year of the annual budget Note: Calendar Year cannot be edited or removed if the subsidy has been used.
Annual Max Budget	Numeric	The annual maximum budget amount. This field is for reference purposes only and is not used to control the budget of the subsidy. The entered number can be up to 10 digits and the maximum amount is 99999999.99.
Current Max Expenditure	Numeric	The maximum amount of expenditure allowed in the calendar year. The amount entered in this field is used to control the budget of the subsidy. The entered number can be up to 10 digits and the maximum amount is 99999999.99.
Expenditure to Date	Numeric	The total amount spent to date.
Balance	Numeric	The remaining amount that can be spent.
Allocations Setup default subsidy allocations within a date range to customers in an age group.
Assignment Date Range	Date	Select a date range for a default subsidy allocation.
Age Group	Numeric	Enter an age group for a default subsidy allocation. Note that during a same assignment date range, age groups cannot overlap with each other.
Amount	Numeric	The amount for a default subsidy allocation.
Eligible Activities Specify activities eligible for subsidy in the this section either as: All Activities plus an optional list of Exclude Activities Selected Activities None
Eligible Membership Packages Specify membership packages eligible for subsidy in this section either as: All Packages plus an optional list of Exclude Packages Selected Packages None