How can I make Adjustments to a Prior Month's Bill?
BOCES Direct tracks all programs and related services activity and determines whether a change to either a program or related service warrants and adjustment. Adjustments are automatically made with the following activity:
Adding a new Program or Services in a Month that has been billed: A Debit will be created based on the dates that have not been billed.
Dropping a Program or Services in a month that has been billed: A Credit will be created based on the dates that were incorrectly billed.
Changing the Level of Service for related services in a month that has already been billed: If the level of service increases a debit will be applied. If the level of service decreases a credit will be applied.
Changing Billing Districts in a month that has already been billed: A credit will be applied to the old district and a debit will be applied to the new district based on the dates that were incorrectly billed.
When an automated adjustment is made to a student’s program or service, a second automated adjustment cannot be made to the student’s file in the same month. Instead, the system will prompt you that a second adjustment is necessary, but will require that the second adjustment is created manually.