Entering Client Funding

To add a Client payment and apply it to a period:

Navigate to the Client Funding List Page
A user with the Manage Client Funding permission can access this page, but users with the Manage Client Funding permission can only apply payments to projects where they are assigned the Client Funding Manager role.
- From the Tools menu at the top of any page, select Client Funding List.
- From the Period menu at the top of any project page, select Client Funding List.
- From the Tasks page, use the Client Funding List link.
- From the Client Funding section of the Period Home page, select the Period Funding List link to open the Add Payment pane and record a new payment. That payment will appear as a record on the Client Funding List page, but is not yet applied to any specific period. When you add the payment in this way, you will be directed to the Fund Subcontractor Progress Claims page where you can apply it to any open period. You can also save this new payment and apply it at another time.
  Note: Selecting the Add button in the Period Funding section of the Period Home page will open the same Add Payment pane you will see if you enter Client funding on the Client Funding List page.
From the Client Funding List page, select the +Add button.
An Add Payment pane opens on the side of the page.
In the pane, select a project from the drop-down list.
If accessing the Client Funding List from a project, the project field will be prepopulated with the project name.
Enter the required fields under the Payment Information section.
See the Client Funding Entry Fields topic for field descriptions.
Optional. Select the Notify Project Team tick box to send a Disbursement Notification to all users assigned the Project Manager, Compliance Manager, Authoriser, or Disburser user role on the project.
See Sending a Disbursement Notification for the steps to send a notification and how this functionality works on the Manage Period Payments and Authorise Payment pages.
After completing the required fields, select the Add button at the bottom of the pane.
The pane closes and the application opens the Fund Subcontractor Progress Claims page. The entered payment amount appears on the page along with periods you can select for the payment.
From the Fund Subcontractor Progress Claims page, select an available period from the Select Period to Fund table.
A list of all participant progress claims available to receive funds in the selected period appear in a Fund Period Progress Claims table.
From the Fund Period Progress Claims table, either:
- Select the Fund Remaining tick box to apply the entire payment amount to the selected progress claim.
- Enter a payment amount in the Funded by this Payment column to apply a partial amount of the Owner cheque to the selected progress claim. When you enter an amount in this field, the Funded by this Payment field column in the Select Period to Fund table updates.
Select the Save button.
- The application returns to the Client Funding List page.
- The Client Funding List page shows how much of the Client payments you applied to Subcontractor progress claims and the balance of each payment.

Next: Viewing Client Funding Payments