Add a funding group

Note: You must have Service manager permissions to add a funding group.

Funding groups exist to group clients for reporting. 

If your service has more than one funding contract, and each contract serves specific clients, funding groups will allow you to mark which group each client should be a part of.

You can utilise this feature for anything you think you might want to group clients for when you run your reports. For example, if you have more than one branch, you might want to create a funding group for each branch so you can choose to run your reports on a specific branch.

1 - Click on your service name in top corner menu.

2 - Scroll down to the Extra funding groups section.

4 - Click on the Add funding group button.

5 - Type the name of the funding group into the Name field.

6 - Click on the Save button.

You can now assign clients to this funding group.