What information can I see in an online contribution schedule?

When you view a contribution schedule you’ll see some information and options which will help you manage your schedule. These are:

• Contribution schedule summary – We’ll let you know the status of the schedule here. The summary provides information on all the members in the schedule. This tells you how many members need to be paid for, how many members have errors and how many members we’ve received payment for. Please see What does each member status in a contribution schedule mean? for more information.
• You’ll be able to save any changes you make to the schedule by clicking ‘Save changes’ and submit the schedule for payment by clicking ‘Submit schedule’.
• Clear schedule – If you haven’t clicked ‘Submit schedule’, you can click ‘Clear schedule’ to remove all information in the contribution schedule. You can do this if you’ve entered incorrect details on a contribution schedule and you’d like to start again. You’ll have the option to copy information from a previously paid schedule, enter contributions manually or upload a file.

If you prefer, you can just upload a corrected file and overwrite the previous details but you can only do this for members that aren’t showing as Payment expected.

• Upload file – You’ll be able to upload your CSV contribution file here. You can find more information in Where do I upload my completed CSV file to submit contributions?
• Payment history – You’ll be able to see details of the payments you’ve made for the schedule. It’ll show the amounts received and the date when the payments were received by NEST. You’ll also be able to see the refunds that may have been made to you.
• On screen guide –This is a useful tool which will help you to complete the contribution schedule.