Adding New Funding Terms

Adding New Funding Terms

 

  1. After creating your funding groups, before you are able to assign them to children, you need to add your term dates. Click on the 'Details'  button.
  2.  Click on the 'Add Term' button.
  3.  Enter the name of the term. 
  4.  Enter the start and end date of the term. The number of weeks & days will be automatically calculated for you.
  5.  Enter your Headcount date for this term. 
  6.  Leave the 'Term Voucher Value' field blank. 
  7.  Enter the hourly rate you receive from your LEA in the 'LEA Hourly Value' field. 
  8.  If you charge a different amount per hour than the amount you receive from your LEA, enter this amount in the 'Hourly Voucher Value' field. 
  9.  Add the dates of any days which are not eligible for funding (e.g. half term or holiday dates)
     
    1.  If you want to add a single day (e.g. a bank holiday) ensure the 'Single' option is selected, select the date and click on the 'Add'  button; the date will be added to the term's non-qualifying days list. For example: 
    1.  If you want to add a consecutive run of days (e.g. a half term) select the 'Multiple' option, select the start and end dates and click on the 'Add'  button; the dates will be added to the term's non-qualifying days list. For example:
  1.  Click on the 'Save' button. 
  2.  Repeat these steps until you have added all of your term dates. 
  3.  After setting-up your funding groups you will need to assign them to eligible children by going to Children > Accounts > Discounts. 
     Take a look at the Add Discount to a Child's Account article for help with this.