The Financial Details tab in the Applicant Summary displays financial details for the applicant and their potential programme. Only details that have been added to the applicant when editing this tab will appear. If no value has been added for a field, it will not be shown in this section.

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Editing Financial Details

Selecting Edit will open a window where you can add or edit financial details and schedule payments. Once you have finished, select Save to apply the changes and return to the summary page, or Cancel to exit without saving.

A Find Field search bar is available at the top-right to search for a field. As you enter text, the list of fields will update automatically. The following fields are available:

• Funding and Monitoring (FAM) Annual Contract Type (ACT) – Here you can specify whether the applicant will have an Apprenticeship contract with employer (Levy funded) or an Apprenticeship contract with SFA (Co-invested).
• VAT Status
• Apprenticeship Service (AS) Status
• Apprenticeship Service (AS) Cohort
• Total Negotiated Prices – Here you can enter the Total Negotiated Prices (TNPs) for the applicant's Training and Assessment.
• Employer Training and Assessment Costs – Here you can schedule how the Training and Assessment TNPs will be paid. For each type of cost, you can specify the following:
  • Total amount
  • Lump Sum
  • At – Here you can specify when the lump sum will be paid in relation to the applicant's Start or Expected End date.
  • Remaining Every – Here you can specify the length of time between payments.
  • Max Payments – Here you can enter the maximum amount of payments.

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