Adding Funds in Personal Allowance

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To add funds for a service user, you need to go into Personal Allowance on the Client Area tab:

Select Data Entry:

In the top row, select your service user, enter the date the funds were added, enter a description (i.e. Funds Added), a category (we would recommend Received) and add the value:

Click on the next line and Save Changes will appear. Click this to save the addition:

This will now be added to the service user’s balance.