Add participant funding
Coming soonAdd a funding source and an allocation to track the amount available for a participant’s support.
This feature is coming soon. This guide explains how to use it once it becomes available.
Where to find it
Participants → select a participant → Funding
Before you start
The business Owner enables Funding in Business settings → Modules once it is available. You need permission to view the participant and manage their funding; read-only access does not allow changes.
Steps
Open the participant’s funding
Go to Participants, open the participant and select Funding. Funding is managed on the participant’s record, rather than in a separate sidebar section.
Add a funding source
Choose Add funding source. Enter a recognisable Source name and choose or create its Funding type. Add dates and Source details if they help identify the funding, then save.
Add an allocation
Use the source’s Add allocation action. Name the allocation, confirm its Funding source and enter the Opening allocation in AUD. Use the amount your business intends to track from that source.
Record the context
Add an Information source and optional dates so your team knows where the amount came from. Select Connected Services where appropriate, then save the allocation.
Check the summary
Open the allocation to review its estimate and history. Keep separate allocations where your team needs to track separate amounts or purposes within a funding source.