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Read your funding overview

Compare funding totals, claim status and funding-body summaries.

1 min read Updated Wed 9 Sep 2026 For accountants and business owners

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Funding Overview combines claim totals and related summaries in one place.

  1. Open Funding Overview.
  2. Compare Outstanding, Total Claimed, Total Received and Total Written Off.
  3. Review Claims by Status and By Funding Body for the breakdown behind the totals.
  4. Check Receivables Ledger and Recent Activity. Use View all claims to move to the claim register when you need individual records.
Funding Overview with total cards, claim-status amounts, funding-body section and receivables ledger
Funding Overview with total cards, claim-status amounts, funding-body section and receivables ledger

Empty sections or zero totals reflect the data returned for this view. Reading the overview does not settle a claim, write off receivables or post a transaction.

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