This page contains instructions for how to add, change or remove an end date, and how to record target amounts on Centrepay deductions.
Process Direct
On this page:
Add, change or remove an end date for a Centrepay deduction
Recording target amounts on Centrepay deductions
Add, change or remove an end date for a Centrepay deduction
Table 1: this table describes how to add, change or remove an end date for a Centrepay deduction. Note: manual processing should only be used if the Centrepay Guided Procedure or Centrepay workflow are unavailable.
Expand tableStep | Action |
1 | Add, change or remove an end date on a Centrepay deduction
A customer advises they wish to add, change or remove an end date on a Centrepay deduction. Customers can advise via their  online account, using their  Express Plus mobile app, over the phone, in person, or by requesting the Centrepay business make the deduction update on their behalf. Note: an end date cannot be added if there is a target amount already in place. Check nominee status - Go to the Nominee Link Summary (NOLS) screen
- If an involuntary nominee arrangement exists, the Reason for arrangement field will show either:
- Court appointed
- Involuntary power of attorney
Does the customer have an involuntary nominee arrangement? |
2 | Involuntary nominee arrangement exists
If the customer has an involuntary nominee arrangement, an end date can only be added, changed or removed with the nominee's permission. Has the nominee approved the end date? Contact the nominee Contact the nominee (by phone) to obtain approval to commence updating the end date. Contact details can be found in the nominee’s record. If the nominee is an: - Individual:
- go to the Telephone Details (TDS) screen > Telephone Summary table
Organisation: - Organisation contact details cannot be viewed in Process Direct, see the Customer First subtab, In Customer First, go to the Organisation Contact Summary (OSCS) screen. Select the radio button on the listed contact person and open the Contact Phone heading to display the phone number
If contact with nominee was successful Does the nominee approve the end date? - Yes, go to Step 3
- No:
- Tell the customer the request has not been approved by the nominee
- Record details of the contact on a DOC. Include the name of the nominee or the officer from the nominee's organisation with whom contact was made
- Procedure ends here
If contact with nominee was unsuccessful - Tell the customer contact was not able to be made with the nominee and the end date is unable to be coded without nominee approval. Advise the customer they must follow up directly with their nominee
- Record details of the contact on a DOC. Include the name of the nominee or the officer from the nominee's organisation with whom contact was made or attempted
- Procedure ends here
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3 | Is the end date within the next 12 months?
- Yes,
- Enter START into the Super key
- Select the Centrepay deduction workflow
- Select the pencil icon under Action for the deduction which needs updating
- Contact method: enter By Phone or In person
- Change action: use dropdown to select reason
- End date: use calendar to add a new date (as nominated by the customer) to change the end date, or use today to remove the end date
- Exclude from letter: No
- Select Save
- Add Receipt date, Channel and Service Reason (for example, DSP, JSP)
- Select Assess to continue with the workflow
- Address any error or warnings on SWE and select Assess again
- Go to the Entitlement (ELD) and finalise the activity
- Add text to the Finalisation Note: example – amended/removed end date for Centrepay deduction for (organisation, deduction type and amount per fortnight)
- Select Finalise
If the Centrepay workflow is unavailable, try the Centrepay guided procedure in Customer First (see Customer First subtab). If both are unavailable, proceed to manual processing. Go to Step 4 - No, tell the customer the end date must be within the next 12 months
Note: to cancel the deduction immediately see Starting, changing and cancelling a Centrepay deduction at the request of a customer. Procedure ends here. |
4 | Check if the deduction already has an end date via PINS screen
Enter PINS in Super key The PINS screen lists all current and future deductions for the customer. To identify if an existing deduction has an end date, check the End Date field. Future deductions with be displayed with a YES in the Future action field. Does the Centrepay deduction already have an end date? - Yes, the current end date must be updated, go to Step 7
- No, a new end date is to be added
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5 | Add a new end date to a current Centrepay deduction
To end a current Centrepay deduction at a date in the future, an end date must be added to the deduction. Use the pencil icon under Action for the deduction to update On the Edit Deduction screen, update the following fields - Start Date: use the calendar to enter today’s date
- End Date: use the calendar to enter the future date from which the cancellation is to take effect (as nominated by the customer)
- Instruction Amount $: leave as current amount
- Change reason: use the dropdown menu to select
- Select Save
- Enter Receipt Date, Channel and Service Reason and select Save
Go to Step 8. |
6 | Add a new end date for a future Centrepay deduction
Use the pencil icon under Action next to the deduction to update On the Edit Deduction screen, update the following fields: - End Date: use the calendar to add the new end date
- Instruction amount $: leave as current amount
- Change reason: use the drop down menu to select
- Exclude from letter: no
- Select Save
- Enter Receipt Date, Channel and Service Reason and press Save
- Go to Step 8
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7 | Change or remove an end date
Customer wishes to change a deduction with a future end date, or remove the end date so the deduction continues to pay. Use the pencil icon under Action for the deduction to update On the Edit Deduction screen, update the following fields - Start Date: use the calendar to enter today's date (if it is a future deduction leave the start date or update as requested)
- End Date: use the calendar to add the new end date or remove if no end date is required so the deduction continues to pay until a change in circumstances
- Change reason: use the dropdown menu to select
- Exclude from letter: no
- Press Save
- Enter Receipt Date, Channel and Service Reason and press Save
- Go to Step 8
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8 | Finalise the transaction
To finalise the transaction in Process Direct: While inside the transaction, select Assess - address any error or warnings on SWE and press Assess again
- go to the Entitlement (ELD)
- add text to the Finalisation Note: example – update to current or future deduction end date, include organisation, deduction type and amount per fortnight
- Select Finalise
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Recording target amounts on Centrepay deductions
Table 2: this table describes the process for adding a target amount to a Centrepay deduction.
Note: manual processing should only be used if the Centrepay Guided Procedure or Centrepay workflow are unavailable.
Expand tableStep | Action |
1 | Centrepay deduction target amount is to be added, changed or removed
Due to Centrepay policy changes form 3 November 2025, some service reasons now have mandatory target amounts. An error will display indicating a target amount must be entered. For more information about service reasons with mandatory conditions, see Service Reasons table on Centrepay. Target amounts are displayed by selecting entering PINS into the Super Key Use the pencil icon under Action next to the relevant deduction to view the target amount. When a target amount has been input, the system will start a tally of payments made from that date, this is the Target paid to date. |
2 | Target amount to be added for existing deduction
Note: a target amount cannot be added if the deduction has an end date. To add a new target amount to an existing deduction, run the Centrepay workflow. Enter START into the Super Key. Select the Centrepay deduction workflow - Use the pencil icon under Action for the deduction to update
- Add contact method By Phone or In person
- Select Next
The Edit Centrepay deduction details screen will display - Change action: Use the dropdown menu to select: Add/vary Target
- Target amount - add a $ amount nominated by customer
- Select Save
- Add Receipt Date, Channel and Service Reason and press Save
- Select Assess
- Address any error or warnings on SWE and press Assess again
- Go to the Entitlement (ELD)
- Select Finish
- Finalisation Note: will automatically record the details of the update made. Add any additional text
- Select Finalise
If the Centrepay workflow is unavailable, try the Centrepay guided procedure in Customer First (see Customer First subtab). If both are unavailable, proceed to manual processing. Go to Step 3. |
3 | Add target amount manually on the PIDD screen
Enter PIDD into the Super Key Use the pencil icon under Action for the deduction to update On the Edit Deduction screen, update the following fields: - Start Date: key today's date (if it is a future deduction leave the start date or update as requested)
- End Date: must be left blank when entering a target amount
- Instruction Amount $: do not change unless the customer requests a different amount
- Target Amount $: update with requested target amount
- Change reason: key 'Target amount varied'. Note: if it is a future deduction (Start on a Future Date) will default
- Exclude from letter: no
- Select Save
- Add Receipt Date, Channel and Service Reason and select Save
- select Assess
- address any error or warnings on SWE and press Assess again
- go to the Entitlement (ELD)
- Select Finish
- Finalisation Note: add target amount for Centrepay deduction (organisation). Add any additional text
- Select Finalise
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4 | Target amount is to be changed
To change a target amount on an existing deduction, run the Centrepay workflow. Enter START into the Super Key. Select the Centrepay deduction workflow - Use the pencil incon under Action for the deduction to update
- Add contact method By Phone or In person
- Press Next
The Edit Centrepay deduction details screen will display - Change action: Use the dropdown menu to select Add/vary Target
- Target amount - add a $ amount nominated by customer
- Select Save
- Add Receipt Date, Channel and Service Reason and press Save
- select Assess
- address any error or warnings on SWE and press Assess again
- go to the Entitlement (ELD)
- Press Finish
- Finalisation Note: will automatically record the details of the update made. Add any additional text
- Press Finalise
If the Centrepay Guided Procedure or Centrepay workflow are unavailable, proceed with manual processing, go to Step 5. |
5 | Change target amount manually
Enter PINS into the Super Key Use the pencil icon under Action for the deduction to update. On the Edit Deduction screen, update the following fields: - Start Date: key today's date (if it is a future deduction leave the start date or update as requested)
- End Date: must be left blank when updating a target amount
- Instruction Amount $: do not change unless the customer requests a different amount
- Target Amount $: update with requested target amount
- Change reason: key 'Target amount varied'. Note: if it is a future deduction 'SFD' (Start on a Future Date) will default
- Exclude from letter: no
- Select Save
- Add Receipt Date, Channel and Service Reason and select Save
- select Assess
- address any error or warnings on SWE and press Assess again
- go to the Entitlement (ELD)
- Press Finish
- Finalisation Note: new target amount for Centrepay deduction (organisation). Add any additional text
Press Finalise. |
6 | Information about target amounts
Deductions with target amounts can be found on PINS. Use the pencil icon for each deduction to view the Target Amount $: field. The amount paid towards the target will show in the Target Paid To Date field and the balance will show under Target Balance Outstanding. To view the deductions that have been made towards a target amount: - Enter PIDH or PIDH into the Super Key
- the Payment Instruction Deduction History (PIHS/PIDH) screen will show the history of deductions by date and amount
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Customer First
On this page:
Add, change or remove an end date for a Centrepay deduction
Recording target amounts on Centrepay deductions
Add, change or remove an end date for a Centrepay deduction
Table 1: this table describes how to add, change or remove an end date for a Centrepay deduction. Note: manual processing should only be used if the Centrepay Guided Procedure or Centrepay workflow are unavailable.
Expand tableStep | Action |
1 | Add, change or remove an end date on a Centrepay deduction
A customer advises they wish to add, change or remove an end date on a Centrepay deduction. Customers can advise via their  online account, using their  Express Plus mobile app, over the phone, in person, or by requesting the Centrepay business make the deduction update on their behalf. Note: an end date cannot be added if there is a target amount already in place. Check nominee status - Go to Workspace and select Nominee Information from the Personal heading, or go to the Nominee Link Summary (NOLS) screen
- Select the nominee. If an involuntary nominee arrangement exists, the Basis for Arrangement field will display as involuntary in the nominee's record on the Nominee Task Selector (NOTS) screen
- If the basis field is blank, select Nominee Relationship Summary (NORS)
- If an involuntary court appointed nominee arrangement is in place, the Reason field will display as either:
- Court Appointed (CRT), or
- Power of Attorney Involuntary (PAI)
Does the customer have an involuntary nominee arrangement? |
2 | Involuntary nominee arrangement exists
If the customer has an involuntary nominee arrangement, an end date can only be added, changed or removed with the nominee's permission. Has the nominee approved the end date? Contact the nominee Contact the nominee (by phone) to obtain approval to commence updating the end date. Contact details can be found in the nominee’s record. If the nominee is an: - Individual:
- go to Workspace > Contacts, Accommodation & Rent and select Telecommunication Details
- Organisation:
- go to the Organisation Contact Summary (OSCS) screen. Select the radio button on the listed contact person and open the Contact Phone heading to display the phone number
If contact with nominee was successful Does the nominee approve the end date? - Yes, go to Step 3
- No:
- Tell the customer the request has not been approved by the nominee
- Record details of the contact on a Fast Note. Include the name of the nominee or the officer from the nominee's organisation with whom contact was made
- Procedure ends here
If contact with nominee was unsuccessful - Advise the customer contact was not able to be made with the nominee and the end date is unable to be coded without nominee approval. Advise the customer they must follow up directly with their nominee
- Record details of the contact on a Fast Note. Include the name of the nominee or the officer from the nominee's organisation with whom contact was made or attempted
- Procedure ends here
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3 | Is the end date within the next 12 months?
- Yes,
- run the Centrepay Guided Procedure, If the guided procedure is not available, try the Centrepay workflow in Process Direct (see Process Direct subtab). Select Vary Details to add, change or remove the end date. Procedure ends here
- if unavailable, proceed to manual processing. Go to Step 4
- No, tell the customer the end date must be within the next 12 months
To cancel the deduction immediately see Starting, changing and cancelling a Centrepay deduction at the request of a customer. Procedure ends here. |
4 | Check if the deduction already has an end date via PINS screen
To identify if an existing deduction has an end date, go to the Payment Instruction Summary (PINS) screen. The PINS screen lists all current and future deductions for the customer. If the customer has future deductions these will appear under the Future heading To identify a future change to a current deduction: - Check the FUT ACT column. It will have a 'Y' displayed to indicate a future change to the current deduction
- 'S'elect the current or future deduction as required. Press [Enter]
The Payment Instruction Direct Deduction (PIDD) screen will present. Does the Centrepay deduction already have an end date? - Yes, the current end date must be updated, go to Step 7
- No, a new end date is to be added
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5 | Add a new end date to a current Centrepay deduction
To end a current Centrepay deduction at a date in the future, an end date must be added to the deduction. Select the current deduction from the Payment Instruction Summary (PINS) screen and key the following fields: - Start Date: key today's date
- End Date: key the future date from which the cancellation is to take effect
- Instruction Amount $: leave as current amount
- Change reason: key 'CIR' (Customer request CSC) or 'CWR' (Customer request Call Centre)'
- Key Source: DOR: and Action: key 'I' for Insert
- Press [Enter]
Go to Step 8. |
6 | Add a new end date for a future Centrepay deduction
Select the future deduction from the PINS screen under the Future heading and key the following fields: - End Date: insert the requested end date
- Source: and DOR:
- Action: key 'C' to change
Press [Enter]. Go to Step 8. |
7 | Change or remove an end date
Customer wishes to change a deduction with a future end date or remove the end date so the deduction continues to pay. Select the deduction from the PINS screen and key the following fields: - Start Date: key today's date (if it is a future deduction leave the start date or update as requested)
- End Date: overtype with the new end date or remove if no end date is required so the deduction continues to pay until a change in circumstances
- Change reason: key 'CIR' (Customer request CSC) or 'CCR' (Customer request Call Centre), if it is a future deduction 'SFD' (Start on a Future Date) will default
- Source: and DOR:
- Press [Enter].
Go to Step 8. |
8 | Finalise the activity
The Payment Instruction Summary (PINS) screen will be presented. - Insert a 'Y' in the Finished?: field
- Press [Enter] to be taken to the Assessment Results (AR) screen to be finalised. The Activity List (AL) screen will then display
- Record details on a DOC
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Recording target amounts on Centrepay deductions
Table 2: this table describes the process for adding a target amount to a Centrepay deduction.
Note: manual processing should only be used if the Centrepay Guided Procedure or Centrepay workflow are unavailable.
Expand tableStep | Action |
1 | Centrepay deduction target amount is to be added, changed or removed
Due to Centrepay policy changes form 3 November 2025, some service reasons now have mandatory target amounts. An error E253PI will display indicating a target amount must be entered. For more information about services reasons with mandatory conditions, see Service Reasons table on Centrepay. Target amounts are displayed by selecting entering PINS in Super Key Use the pencil icon under Action next to the relevant deduction to view the target amount. When a target amount has been input, the system will start a tally of payments made from that date, this is the Target paid to date. |
2 | Target amount to be added for existing deduction
- To add a new target amount to an existing deduction, run the Centrepay Guided Procedure. If the guided procedure is not available, try the Centrepay workflow in Process Direct (see Process Direct subtab)
- Select Add/Vary Target from the Change Action menu and update the Target Amount field with the requested target amount and Finalise. Procedure ends here
- If the Centrepay Guided Procedure and Centrepay workflow are both unavailable, proceed to manual processing. Go to Step 3
Note: a target amount cannot be added if the deduction has an end date recorded. |
3 | Update the PIDD screen
Complete details on the PIDD screen with the following details: - Start Date: key today's date (if it is a future deduction leave the start date or update as requested)
- End Date: must be left blank when entering a target amount
- Instruction Amount $: do not change unless the customer requests a different amount
- Target Amount $: update with requested target amount
- Change reason: key 'TAV', if it is a future deduction 'SFD' (Start on a Future Date) will default
- key Source:, DOR: and Action: key 'I' for insert
- press [Enter]
On the PINS screen: - Key 'Y' in the Finished?: field
- Press [Enter] to be taken to the Assessment Results (AR) screen to be finalised. The Activity List (AL) screen will then display
Go to Step 5. |
4 | Target amount is to be changed
To change a target amount on an existing deduction, run the Centrepay Guided Procedure or Centrepay workflow. Select Add/Vary Target from the Change Action menu and update the Target Amount field with the requested target amount and Finalise. Procedure ends here. If the Centrepay Guided Procedure or Centrepay workflow are unavailable, proceed with manual processing below. Access the Payment Instruction Summary (PINS) screen, select the deduction and press [Enter] to go to the PIDD screen. On the PIDD screen: - To change the target amount:
- in the Target Amount $: field, overstrike with the new target amount (this must be greater than the total amount paid to date that shows in the Total Dedns to date $: field)
Note: if the target amount is less than Total Dedns to date $: field, cancel the current deduction and input a new deduction with a new target amount - always use today's date as the start date unless the deduction starts in the future
- update the Change Reason: field with a valid reason code using field help ('?') as required. If it is a future deduction SFD (Start on a Future Date) will automatically default
- Complete footer details and press [Enter]
On the PINS screen: - Key 'Y' in the Finished?: field
- Press [Enter] to be taken to the Assessment Results (AR) screen to be finalised. The Activity List (AL) screen will then display
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5 | Document the activity
Record details on a DOC with full details of the new or changed target amount. |
6 | Information about target amounts
Deductions with target amounts can be identified on the Centrepay Deductions list within the Centrepay Guided Procedure by highlighting the deduction to view the Deduction Details, as well as on the PIDD screen by an amount in the Target Amount $: field. The amount paid towards the target will show in the Target Paid To Date field and the balance will show under Target Balance Outstanding. Whilst on the PIDD screen the amount paid will show in the Target Dedns to date $: field on the PIDD screen while the balance is shown in the Balance Outstanding $: field. To view the deductions that have been made towards a target amount: - on the PIDD screen, key 'Y' in the View Deduction History: field and press [Enter]
- the Payment Instruction Deduction History (PIDH) screen will show the history of deductions by date and amount
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