Navigating the Allocated Budget Record

The following is a summary of the fields configured into the Plan Management Plan Provider record.

• Service Provider: This field lists the service providers that have been registered into Brevity. Select the service provider from the drop down lost that will be assigned to the record.

• Category: This is a drop down field that lists the budget category that are associated with the service types retained within the Brevity application.

• Plan Management Plan: This field is updated automatically and reflects the client name, plan dates and funding source.

• Budget: This field is used to register a budget for the selected category.

• Utilised: This is a system field that is updated automatically as per the invoices registered against the plan.

• Balance: This is a system field that is updated automatically to reflect the budget - utilisation.

• Category Budget: This is a system field that is updated automatically to reflect the service category.

• Allocated (other providers): This is a system field that is updated automatically to reflect the budget total allocated to other service providers within the selected category.

• Utilised (other providers): This is a system field that is updated automatically to reflect the amount utilised through invoices processed for other service providers within the selected service category.

• Available: This is a system field that is updated automatically to reflect the balance remaining for the selected service category.

• Start Date: This field is used to register the Service Agreement Start Date.

• End Date: This field is used to register the Service Agreement End Date.

• Invoices record grid: This record grid lists invoices raised for the service provider associated with the Allocated Budget record. There is a double click action to allow for a review of the invoice and associated lines. Columns listed within the record grid include : client name, service provider name, supplier invoice number, supplier invoice date, total amount, total hours, status, batch, remittance sent date, payment amount received, created on and by, remittance sent and comments