FAQ - How to access funding left in the Finance tab


This article will provide users with a step-by-step guide on how to access the funding left in the Finance tab.

Questions answered in this article:

  • How can clients view their remaining visits or funding balance so they can determine when to request additional funding?

  • How and where can I access the Finance tab?


How to reach the Finance Tab

  1. We begin by clicking the Clients Tab on your leftmost page.

  1. Click the desired Client Name to view.


  1. On the Client’s Modal, click the Finances Tab.



  1. You have now reached the Finance page.


Where can I see how many visits/funding is left with a client so they know when to request further funding?


  1. We begin by clicking the Billing Tab on your leftmost page.

  1. You may then click the Contracts Tab.

  1. You may now select the Contract Name by clicking the link in this column.

  1. The modal containing the Fund Summary and Sessions Remaining will be displayed.