eymanage: Updating your funding settings

eymanage: Updating your funding settings

Another important part of setting up invoices is making sure you set up how child funding is allocated against the invoice. Again, we’ll be looking at the essential settings only. More complex options can be explored once you’re more familiar with the system.
  1. In the top right, go to  > System Settings.
  2. Click on Terms/Funding on the left.
  3. Click on Funding Settings in the top right.
  4. In the pop-up, fill out Max funded Hours/Week for Universal Entitlement and Extended Entitlement. This will limit how much funding you can allocate to children on their profiles.
  5. Fill out Maximum Funded Hours/Day.
  6. Select an option for Funding Allocation on the invoice:
    1. As per sessions: This means that funding will be allocated on a session-by-session basis. 
    2. As per funding rates: This means funding will be allocated on a per-hour basis, according to the funding rate (for invoices) assigned to terms. Selecting this also lets you choose between Funding Rate As Per Actuals (meaning rates are applied term by term), or As Per Average (meaning rates are applied as an average of all terms in the academic year).
    3. Average of actual sessions: This means funding will be allocated based on the total price of all sessions for the week.
  7. Click Update Settings.

    • Related Articles

    • eymanage: Updating HR settings

      On eymanage, you can keep track of how many holidays and sick days have been used by staff members, and how many remain. To this end, we recommend updating the HR settings to suit your needs. To find your HR settings: In the top right, click on > ...

    • eymanage: Updating your company/branch settings

      On eymanage, you can set up multiple nursery branches under one company. Because of this, company-level settings and branch-level settings are edited separately. Company/Nursery Chain settings are company-wide, so changes made there affect every ...

    • eymanage: Updating your invoice settings

      Before you begin generating invoices you should take a look at your invoice settings to make sure they function the way you’d like. To find your invoice settings: In the top right, click on > System Settings. Click on Invoices/Payments on the left Go ...

    • eylog: Updating your nursery settings

      If you have both eymanage and eylog, then some of the settings will be carried over from the Branch/Nursery settings on eymanage. As with the eymanage, they’re split into nursery and chain settings. We’ll just go over the fields relevant to what we ...

    • eymanage: Setting up holiday/sickness entitlement for a staff member

      You can set up entitlement for an individual staff member in the Contract/Entitlement section of the staff profile. eymanage is able to calculate holiday/sickness entitlement according to contracted hours, start/end dates, and contract days. Any ...