Participants Budget and Financial Reporting

In today’s Tuesday’s Brunch with Daniel, I do a bit of a deep dive into the Participants Budget – how to record it, how to claim it, and how to monitor and report on expenditure.

 

This session has been requested by clients a few times now, and instead of doing a quick overview, I thought it best to start at the beginning, and work through to the end of the participants’ budget. FlowLogic has a lot of features that relate to the Participants budget, so we’ll go through them all!

 

We’ll cover the following:

 

– Participants Funding Allocations,

– Billables in the Roster, the Single Claim Form and the Support Coordinators claim form,

– Exporting claims to Proda/PACE and Invoices,

– Reporting on Budget Utilisation, and

– Monitoring Budget Expenditure.