How to Access Statements
To compile or review finalized monthly and quarterly funding summaries for a participant, navigate to: Clients> [Select a Client] > Budget tab > Statements sub-tab.
Step-by-Step Guide
You can compile formal statement records using the streamlined generation workflow:
Trigger Statement Creation: Click the Generate button located in the top right corner of the data grid workspace.
Configure the Parameters: When the Generate Statement modal appears,
fill in the required single-month Support at Home fields:
Select the target Month and Year from the respective drop-down menus.
Verify that the Statement period dates automatically populate to reflect the entire calendar month layout (e.g., 01/05/2026 to 31/05/2026).
Review the Opening balance (auto from budget) calculation, which the platform's core billing engine automatically pulls from the client's allocation ledger.
Commit the Generation: Click the black Generate button at the bottom right of the modal to finalize the process.
Download the PDF: Click the
...action button menu at the end of the statement row to download the official PDF directly to your device.