Search Results

Found 31 results for "claim"

Reports & Exports

Exporting Funding Claims (Excel)

How to export approved claims to Excel for local authority submission

Funding Submissions

Exporting Submissions to Local Authority

How to export approved submissions for your local authority funding claim

Getting Started

Portal Overview

An introduction to the Early Years Funding Portal and its key features

Getting Started

Complete Funding Process: Start to Finish

A comprehensive walkthrough of the entire funding process from period setup to local authority export

Getting Started

Information Captured Throughout the Process

A comprehensive guide to all data collected during child registration, funding submissions, and parent verification

Children Management

Registering a New Child

How to add a new child to the system with all required information

Children Management

Medical Information & Allergies

Recording medical conditions, allergies, dietary requirements, and emergency contacts

Children Management

Legal ID Documents

Recording and viewing identity documents for funding verification

Children Management

Bulk Import Children

Import multiple children at once from a CSV or Excel file with parent matching and validation

Children Management

Understanding the Child Details Page

A complete guide to all sections and features on a child's details page

Children Management

Managing Parents and Families

How to add, link, edit, and manage parents and guardians for children

Children Management

Funding Codes (30-Hour and 2-Year-Old)

Understanding and managing eligibility codes for funded hours

Children Management

Viewing a Child's Funding Submissions

How to view submission history, signed agreements, and create new submissions from a child's profile

Funding Submissions

Sending Submissions to Parents

How to send submissions to parents for completion, including validation requirements

Funding Submissions

Reviewing Parent Submissions

How to review and approve submissions completed by parents

Funding Submissions

30-Hour Eligibility Code Verification

Understanding and verifying 30-hour childcare eligibility codes with evidence upload

Funding Submissions

2-Year-Old Eligibility Code Verification

Understanding and verifying 2-year-old funded childcare eligibility codes with evidence upload

Funding Submissions

Electronic Signatures & Legal Validity

Understanding the legal standing of electronic signatures and fraud prevention measures

Funding Submissions

Submission Validation Rules

Understanding what is validated at each stage and how to resolve validation errors

Parent Portal

Parent Portal Overview

An introduction to the parent portal for completing funding declarations

Parent Portal

Completing the Funding Declaration

Step-by-step guide to completing your funding declaration

Parent Portal

Understanding Eligibility Codes

Guide to 30-hour and 2-year-old eligibility codes for parents

Funding Periods

Understanding Funding Periods

How funding periods work, key dates, and managing the funding calendar

Funding Periods

Agreement Templates

Using custom Word templates for funding agreements

Reports & Exports

GOV PDF Agreement Form

Understanding the official DfE-styled parental declaration form

Reports & Exports

Reports Dashboard & Statistics

Understanding the reports dashboard, available statistics, and analytics charts

Reports & Exports

Custom Report Builder

Create, save, and schedule custom tabular reports across all portal data

Reports & Exports

Report Field Reference

Complete reference of all available fields for custom reports

Administration

Certificate Validation

Verify the authenticity of signed funding agreements and detect potentially fraudulent documents

Troubleshooting

Common Staff Portal Issues

Solutions to frequently encountered problems for nursery staff

Troubleshooting

Data & Reporting Issues

Resolving issues with missing data, incorrect reports, and data discrepancies