Using the Centre Update screen you can change the details pertaining to your service. Once you have made the changes you require, click on the "Update" button.  


Changing the details pertaining to your centre should be done with caution. Changes made to these details will affect other parts of the Infocare system such as billing, funding etc. 


Centre Name

This is the name of your service. The name you enter here will appear on all the reports that are printed by the system. Example: Infocare Solutions Kindergarten. To modify the Centre Name you will need to contact Infocare.


Short Name

This a shortened version of your service name which will be used when printing certain reports.


Status

This field defines the status of your service e.g. Open or Closed. This field can only be updated by Infocare staff.


MOE Profile Number

This filed displays the MoE Profile number for your service. This field can only be updated by Infocare staff.


Date

This date defines the start date for your service on Infocare. When creating invoices for the first time, children will be invoiced from this date forward.


Group/Region/Area/Subgroup

If your service is part of a larger group of services, please enter the appropriate group name and if you have regions and or multiple licenses at some of the services in your group and you wish to be able to transfer children between services, please enter the appropriate region and or area or subgroup name here.


Postal address

Begin typing the address into this field. As you type, the system will suggest addresses from a list of valid New Zealand addresses. Click on the correct address suggested and the remainder of the address fields will be automatically populated.


Input address manually

Check this box if the address is not available in the “auto-complete” Address field.

 

Address Line 1

Only required to be entered if you have opted to input the address manually.

 

Address Line 2

Only required to be entered if you have opted to input the address manually.

 

City

Only required to be entered if you have opted to input the address manually.

 

Postal Code

Only required to be entered if you have opted to input the address manually.

 

Country

Only required to be entered if you have opted to input the address manually.


Physical address

Begin typing the address into this field. As you type, the system will suggest addresses from a list of valid New Zealand addresses. Click on the correct address suggested and the remainder of the address fields will be automatically populated. If this address is the same as the Postal Address, you can click the "Same As Postal Address" button to copy the Postal Address.


Input address manually

Check this box if the address is not available in the “auto-complete” Address field.

 

Address Line 1

Only required to be entered if you have opted to input the address manually.

 

Address Line 2

Only required to be entered if you have opted to input the address manually.

 

City

Only required to be entered if you have opted to input the address manually.

 

Postal Code

Only required to be entered if you have opted to input the address manually.

 

Country

Only required to be entered if you have opted to input the address manually.


Contact Person

This is the name of the contact person registered with MOE.


Manager

This is the name of the person who manages your service.


Email

This is the email address for your service.


Telephone

This is the primary telephone number for your service.


Mobile

This is the primary mobile telephone number for your service.


Fax

This is the primary fax number for your service.


Company Name

If the name of the company which operates your service is different from that of the centre (i.e. trading name different), please enter the name of your company here. Please note that this should be the same as the name of the company which your bank recognises. This name will be printed on the bank lodgement forms generated by Infocare.


Bank

Please select the appropriate bank from the drop-down list which operates you bank account.


Branch Location

Please enter the location of the branch of the bank which holds your account e.g. "Queen Street Branch"


GST

This is the GST (Goods & Services Tax) number allocated by the Inland Revenue Department (IRD).

Note: You will be prompted once only to enter this number, and it cannot subsequently be changed.


Bank Account

This is the full bank account number for your centre.  For example, 06-0112-1234567-00

Note that the format is as follows:

Bank code

2 numeric digits

Branch code

4 numeric digits

Account number

7 numeric digits

Suffix

2 or 3 numeric digits


Funding Account

The MOE requires that each service has a bank account into which they will make payments relating to funding claims.  If this is not filled in, the system will use the bank account shown above. This must be entered in the same format as described above.


WINZ Number

Please enter the number assigned to your service by WINZ.


Payroll Cost Centre

If you are using the integration option to a payroll system, please enter your Payroll Cost Centre Code in this field.


Accounts Cost Centre

If you are using the integration option to an accounts system, please enter your Accounts Cost Centre Code in this field.


Update

To update the system with the information you have entered on this screen, click the "Update" button.

 

For further information or assistance call
0508 INFOCARE (0508 463622) or email [email protected]


© 2018 Infocare Systems Limited