Generating an Income report

Created by Nadia Ismael, Modified on Thu, 14 Dec, 2023 at 11:49 AM by Nicola W

The Income report displays income earned within a specific period. The start and end dates are calculated from the "posting dates".

The income earned is broken down into types of income - Full fees charged to parents and miscellaneous fees.

For CCS approved services: Income from attendances is considered to be earned when the attendances are submitted. The date the attendances are submitted is the posting date for this income

These are income figures representing actual income earned (billed) in the specified period.

Follow the steps below on how to generate an Income report:

1. Log in to the System. Click Extracts from the top menu bar. dropdown menu appears. Then select the Income Report.

Note: Highlighted orange sub menu this will not show for any roles except SC staff.

2. Income page appears. Then, select a date for the Start date and then select the date for the End date.

From Date - The last Monday of the previous month. Unless, the month conveniently ends on a Sunday, (in which case, the From date is the 1st of the month).
To Date - will be the last Sunday of the month(These dates may be weekly, fortnightly or monthly depending on the way the service checks this information).

3. Click Attendance charges during the closure dropdown menu to include/exclude

Then click Update

Generated Income report within the specified date appears.