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Expense Management Summary Screen 103-01050040

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This document outlines the Expense Management Summary Screen for customers who are subject to Income Management (IM).

Functions of screen

The screen allows a user to:

  • view the customers available IM balance and Fortnight (14-days) balance details
  • view voluntary Centrepay or Rent Deduction Scheme (RDS) deductions
  • launch workflows to manage regular and one off Income Management expenses
  • launch the workflow to complete the priority needs discussion, and
  • view expense request, regular expense, one off expense, store card and adjustment histories

Location of screen

This screen can be reached from the menu list on the left hand side of the screen under:

  • Income Management
  • Manage Expenses
  • Expense Management Summary

The Resources page contains an example of how the available balance and current balance displayed on the screen is calculated and links to Office Locator for the National Transfer numbers and customer 13 and 1800 numbers.

Managing Income Management funds

Income Management Summary Screen

Determining a person's priority needs for Income Management

Changes to Income Management priority needs

Changes to Income Management expenses

Unrestricted Cash Payments (UCPs

Restricted direct payments (RDPs)