A contract is the unique set of line items that an individual child will be subject to for the care period. Usually created from a payment plan template this contract can be edited to suit individual child requirements by changing the default payment plan editing a line item, adding a new line item, used or changing the transition date (to affect pro-rata calculations).
For annual enrolments you may wish to Mass Approve the proposed contracts. It is recommended that you first make changes to any unique contract requirements (eg. changing to a fortnightly or weekly payment plan or updating a transition date).
When you are comfortable that the remaining contracts are proposed with line items that you wish to be billed, you can proceed with a Mass Approval of contracts:
- Go to the Contracts tab in Transact and select "Mass Approve Contracts"
- Apply a filter to the contract view (eg. you may wish to mass approve all contracts with a contract name that contains subsidy)
- Select the contracts you wish to mass approve (or select all using the select tick box in the header bar)
- Click Approve X selected contracts
When this approval is completed, invoices will automatically issue based on the new approved contracts line items.
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