Budget Manager help

We have a number of downloadble guides below.

Budget Manager Desk Aid

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Budget Manager – Information Requests

When a Buyer has requested more information from a Service Provider via shop4support, the Service Provider can view and respond to these from the Information request section of Budget Manager.

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A budget manager’s guide to creating a schedule order

shop4support’s Budget Manager allows you to create a purchase order or a schedule order.

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A budget manager’s guide to creating a purchase order

shop4support’s Budget Manager allows you to create a purchase order or a schedule order.

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An overview of delivery notes

The service provider will create a delivery note to support your purchase order. Delivery notes will move between yourself and the provider depending on their status.

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An overview of invoices for budget managers

Once your purchase order has been moved to pending delivery or part delivered status, or the delivery note for your order has been processed, an invoice for that purchase order will automatically be created.

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A budget manager’s guide to payments

When you approve an unpaid invoice, Budget Manager will automatically create a draft payment.

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A budget manager’s guide to using credit notes

A service provider will normally create a credit note against an invoice.

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A budget manager’s guide to using catalogues

There are three buyer catalogue groups within Budget Manager.

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A budget manager’s guide to creating an individual account

A local authority organisation will normally set up an individual on Budget Manager and then assign a budget manager to them.

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Creating business organisation users

Business organisation administrators are people who can assign different users of Budget Manager different permissions, according to their role.

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An overview of an Individuals folder

A budget manager or support team member is able to use an Individuals folder to view and maintain details relating to the support needs of an individual.

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Logging in to Budget Manager

To log in, you will need to enter a valid username (this is an email address) and password in the screen below.

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An overview of funding sources

Funding sources can be created by an organisation administrator or a budget manager user.

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An overview of bank accounts

There are two types of bank account within Budget Manager, individual accounts and group accounts.

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An overview of the budget statement

The budget statement, as shown below, displays a summary of money in and money out transactions for an individual, for selected statement periods.

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An overview of the personal details folder

The Personal details folder contains details about an individual, including:

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An overview of the Profile folder

The Profile folder contains a summary of information about an individual’s personal budget account.

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An overview of the reconciliation process

The reconciliation process allows you to check funding against the purchase totals and then match these to the personal budget holder’s bank account balance.

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How to add a user to an individual’s support team

As a budget manager, you can create a personal budget account for an individual. As part of this, you can add users to an individual’s support team.

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An overview of business organisations

Business organisations are created to enable transactions between different organisations to take place.

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An overview of buyer catalogue groups

There are three buyer catalogue groups that can be set-up on Budget Manager.

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Archiving and restoring an individual’s personal bank account

The Archive/restore function is available to the following users:

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Creating a role using Budget Manager

A role is a set of permissions that determines the function and responsibility a user has on Budget Manager.

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An overview of transactions

A transaction is money that is moved from or to an individual’s budget.

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A guide to using notes

You can create your own list of standard notes and dispute reasons using note templates within Budget Manager.

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A business organisation user’s guide to using System Configuration

System Configuration enables a budget manager to organise the layout of an individual’s folder.

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A System Administrator’s guide to using System Configuration

System Configuration enables system administrators to add icons, contact and reference types.

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Head Office overview

The creation of a Head Office enables a group of organisations to report on their data found within Budget Manager.

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