A Funding Record shows the amount of funding received for a Learner. Allocate the funding to any uninvoiced account items for that Learner.
Required LRM Access: Owner & Admin
1
Add a Funding Record
- Navigate to LRM > Finance > Funding Records
- Click Add Records of Funding
- Select a Learner
- Enter a Funding Method
- Enter an Amount
- Enter Date Received
- (Optional) Enter Details
- Click Save
2
Allocate Funding
- Navigate to LRM > Finance > Funding Records
- Locate the Funding Record and click the Allocate Funding icon.
- You will see a list of uninvoiced account items for the debtor.
- Enter the amount you wish to allocate to each account item.
- Click Save
You cannot allocate more than the outstanding amount for each account item.
The total allocation amount cannot be more than the unallocated funding amount.
