Subsidy Over/Under Adjustments

What in this article

• Overview
• Prerequisites
• Enable “Allow over/under adjustments” for a subsidy
• Apply the adjusted subsidy payer on a child’s payment arrangement
• How charges will appear

Overview

Use over/under adjustments when you know in advance that a subsidy will consistently create a fixed overage or shortfall for the life of the subsidy arrangement. This lets superadmin set up the arrangement once so future charges reflect the adjusted amount automatically.

Prerequisites

• You must enable over/under adjustments per subsidy in Settings > Billing > Subsidies.
• A superadmin must add the subsidy payer with the “Allow over/under adjustments” option on the child’s payment arrangement.

Enable “Allow over/under adjustments” for a subsidy

1. Go to Settings > Billing > Subsidies.
2. Open the subsidy you want to update.
3. Enable Allow over/under adjustments.
4. Save.

Apply the adjusted subsidy payer on a child’s payment arrangement

1. Open the child’s profile.
2. Go to Programs.
3. Find the relevant program and select Edit arrangement.
4. Add (or update) the subsidy payer on the child’s payment arrangement.
5. Enable Allow over/under adjustments for that subsidy payer and enter the adjustment details as needed.
6. Save the arrangement.

How charges will appear

After this is set up:

• Any total charges created under this arrangement will be reflected in:
  • the child’s Charges page, and
  • the Subsidy Receiving tool.
• You will see one adjusted line item (not two separate line items).