This page guides the plan manager through the process of generating a funding statement against the clients plan. The Funding statement is a file which details budget & invoice status for the plan of client.
These are the topics on this page:
Generate Funding StatementSend Bulk Funding Statements
Brevity tracks the budget spend against the service booking categories through the funding statement, so as to provide the plan manager with clarity about the invoice status and the budget details. There are two ways to generate funding statements and they are either
Generate funding statement for an individual client; or
Generate bulk funding statements.
Generate Funding Statement
To generate funding statement for an individual client observe the following steps:
Navigate to Plan management sub-menu
Select the plan record for which you want to generate the funding statement on.
Click on Funding statement link.
Select date range and Click run report.
You can save the generate report using save button and print the report using print button.
To interpret the reporting options please refer below:
Zoom Options: You can set the page zoom for the generated report as per your convenience using zoom drop down at top.
Save: You can save the generated report in 1 of three formats, which are Excel, PDF and Word. After selecting the format you can save the report onto your local drive.
Print: You can print the report using print button at the top. It will ask you to select the print layout in terms of page size and page orientation.
Find: You can enter any keyword to search the report. If there is more than one results, use the Next button to navigate the results
Client Details: It displays the client details on the report such as Client name, NDIS number and plan start and end date.
Budget Details: It displays the budget details in tabular format along with Opening balance, Service name, Funding name, Invoice number, Service charges and Total amount.
The funding item in red indicates that the invoice is rejected whilst green indicates that the invoice is approved.
Send bulk funding statements.
To generate bulk funding statements observe the following steps
Navigate to Client menu and click the Bulk email notification sub-menu.
Select 'Funding Statement' as the email template
Select 'Plan managed funding statements’ as the report
Specify the report from and reports to date.
You will be presented with a list of clients for which the funding statements are present. Click on the view link to review the individual funding statement report.
You can click on the preview link to review the email before sending it.
Select the client names and click send to dispatch the email.
