Care Services

Generate funding journal

Path: Care services > Funding > Funding Claim form

OR

Care services > Funding > Generate funding journals

1. Select the relevant funding claim form.
2. Validate the data on the funding claim form lines.
3. Click on < Generate funding journal >
4. Populate Transaction date.
5. Click < OK >
6. If required, setup the job to run in the background. Select Batch processing to Yes.
7. Click on < Recurrence >
8. The default value is for the job to run once (End after:1) If it is a requirement for the job to run at a regular interval, then setup up the required recurrence pattern.
9. Click < OK > to close the Recurrence form.
10. Click < OK > to add the job to the batch queue.
11. The funding journal will be generated.