Changing Funding Groups

Funding reports will reflect a child's new funding group immediately, not from the apply date.

Before changing a child's funding group, download copies of the Funding Summary and Funding Head Count reports for future reference. This is a temporary measure whilst we update the funding reports to filter children based on their funding group 'apply from' date.  

To change funding groups, do the following:

1. Go to Children > Accounts > Discounts.
   
2. Select your new funding group from the drop down list and click 'Save'.

3. Choose which date you would like the funding group to 'Apply from'. Click 'Next'.

 

4. Click 'Change Funding Group' to confirm the new funding group.  

Note:  Any existing funded sessions from the 'Apply from' date will be deleted, causing invoices to be credit noted if funded sessions are already invoiced. 

We recommend you always setup a child's next funding group apply date before processing their invoice in a funding group changeover month.

If there are invoiced funded sessions in your 'Apply from' date, the following message will be displayed to inform you of the invoices that will be credit noted if you proceed to change the funding group. 

 

5. You are redirected to book funded sessions for your new group. The start date will default to your chosen 'Apply from' date for the funding group.   

6. Finished.

An 'Applied From' label will be displayed beneath the new group to show when the child's new funding group will be applied from. 

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