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Recording an end date or target amount on a Centrepay deduction 103-09030060

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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 deductions workflow in Process Direct or Centrepay guided procedure in Customer First are unavailable.

Expand table

Step

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 A self service option is available online account, using their A self service option is available 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

3

Is the end date within the next 12 months?
  • Yes,
    • Go to the START screen
    • Search for and select the Centrepay deduction workflow
    • Select Edit under Action for the deduction which needs updating
    • Contact method: enter By Phone or In person
    • Change action: select reason
    • End date: 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
    • Address any error or warnings on Errors (SWE) screen and select Assess again
    • Go to the Entitlement (ELD) screen 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 deductions 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

Go to the Payment instruction summary (PINS) screen

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?

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 Edit under Action for the deduction to update

On the Edit Deduction screen, update the following fields

  • Start Date: enter today’s date
  • End Date: 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: select reason
  • Select Save
  • Update Receipt Date, Channel and Service Reason and select Save

Go to Step 8.

6

Add a new end date for a future Centrepay deduction

Select Edit under Action next to the deduction to update

On the Edit Deduction screen, update the following fields:

  • End Date: add the new end date
  • Instruction amount $: leave as current amount
  • Change reason: select reason
  • Exclude from letter: no
  • Select Save
  • Update Receipt Date, Channel and Service Reason and select Save
  • 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 Edit under Action for the deduction to update

On the Edit Deduction screen, update the following fields

  • Start Date: enter today's date (if it is a future deduction leave the start date or update as requested)
  • End Date: 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: select reason
  • Exclude from letter: no
  • Select Save
  • Update Receipt Date, Channel and Service Reason and select Save
  • Go to Step 8

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 select Assess again
  • go to the Entitlement (ELD) screen
  • 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

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 deductions workflow in Process Direct or Centrepay guided procedure in Customer First are unavailable.

Expand table

Step

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.

To view target amounts:

  • Go to the Payment instruction summary (PINS) screen
  • Select Edit under Action next to the relevant deduction

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.

  • Go to the START screen
  • Search for and select the Centrepay deduction workflow
  • Select Edit 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: select: Add/vary Target
  • Target amount - add a $ amount nominated by customer
  • Select Save
  • Add Receipt Date, Channel and Service Reason and select Save
  • Select Assess
  • Address any error or warnings on the Errors (SWE) screen and select Assess again
  • Go to the Entitlement (ELD) screen
  • Select Finish
  • Finalisation Note: will automatically record the details of the update made. Add any additional text
  • Select Finalise

If the Centrepay deductions 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

Go to the Payment instruction summary (PIDD) screen.

Select Edit 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
  • Update Receipt Date, Channel and Service Reason and select Save
  • Select Assess
  • Address any error or warnings on the Errors (SWE) screen and select Assess again
  • Go to the Entitlement (ELD) screen
  • Select Finish
  • Finalisation Note: add target amount for Centrepay deduction (organisation). Add any additional text
  • Select Finalise

4

Target amount is to be changed

To change a target amount on an existing deduction, run the Centrepay deductions workflow.

  • Go to the START screen
  • Search for and select the Centrepay deduction workflow
  • Select Edit 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: select Add/vary Target
  • Target amount - add a $ amount nominated by customer
  • Select Save
  • Add Receipt Date, Channel and Service Reason and select Save
  • Select Assess
  • Address any error or warnings on the Errors (SWE) screen and select Assess again
  • Go to the Entitlement (ELD) screen
  • Select Finish
  • Finalisation Note: will automatically record the details of the update made. Add any additional text
  • Select Finalise

If the Centrepay deductions workflow in Process Direct or Centrepay guided procedure in Customer First are unavailable, proceed with manual processing, go to Step 5.

5

Change target amount manually

Go to the PINS screen

Select Edit 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
  • Update Receipt Date, Channel and Service Reason and select Save
  • Select Assess
  • Address any error or warnings on the Errors (SWE) screen and select Assess again
  • Go to the Entitlement (ELD) screen
  • Select Finish
  • Finalisation Note: new target amount for Centrepay deduction (organisation). Add any additional text

Select Finalise.

6

Information about target amounts

Deductions with target amounts can be found on the PINS screen.

Select Edit 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:

  • Go to the Payment instruction deduction history (PIDH) screen
  • the history of deductions by date and amount will display