Bulk updating billing contract subscription contributions

Overview

The Adjust contributions feature in Found allows you to update the contribution amounts across multiple billing contract subscriptions at once. Instead of opening each subscription individually to change a rate, you can apply a single adjustment - such as an annual fee increase - to all relevant subscriptions in one action.

This is particularly useful when care fees change across a location or group of residents at the same time, such as at the start of a new financial year or following a local authority rate review.

You can choose to apply a fixed new amount, increase or decrease contributions by a percentage, or adjust by a fixed amount - across weekly or daily contribution types separately.

How to bulk update billing contract subscription contributions

Step 1: Navigate to subscriptions

Go to Operations in the top navigation, then select Billing contracts → Subscriptions from the left-hand menu.

Step 2: Open the adjustment panel

Click the Manage billing contracts menu (the dropdown button in the top-right area of the page) and select Adjust contributions.

Step 3: Set filters

You must provide two required fields before the subscription list will load:

• Effective date - the date from which the new contribution rate applies

• Locations - one or more care home locations to include

You can also apply optional filters to narrow the selection further:

• Care duration type (e.g. permanent, respite)

• Care type

• Funding type

• Funding source (e.g. local authority contribution)

• Billing contract type (organisation or individual)

• Specific funders or organisations

• Subscription status

Step 4: Review the subscription table

Once your filters are set, a table of matching subscriptions is displayed. Subscriptions are shown in two tabs - weekly and daily - based on their contribution unit. Each row shows the current contribution amount and provides an input field for the new amount.

Step 5: Apply an adjustment

Use the adjustment controls panel to set how contributions should change. You can choose:

• New amount - sets all selected contributions to a specific value

• Increase - adds to the current value, either by a percentage or a fixed amount

• Decrease - subtracts from the current value, either by a percentage or a fixed amount

Once configured, click Apply changes to populate the new amounts in the table. You can review and manually override individual rows if needed.

Step 6: Preview the changes

Before confirming, a preview dialog shows you:

• Each subscription's old and new contribution amount

• The backdating adjustment amount (if the effective date falls within an already-billed period)

• Any linked subscriptions that will also be updated

• Total adjustment amounts

You can also add optional notes to be recorded against the adjustment.

Step 8: Confirm

Click Save changes to apply all changes. Found will create new contribution records from the effective date, calculate any backdating adjustments, and (if selected) generate invoices.