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Finance 3 | Exporting data for Funding Loop
Finance 3 | Exporting data for Funding Loop
Abbie avatar
Written by Abbie
Updated over a month ago

Blossom can provide your funding data in the Funding Loop format. When exporting the data from the platform, it is then ready to be imported into Funding Loop.

How to export funding data to be imported into funding loop:

  • Finance > Financial Reports > Funding report > Click the three dots & select Funding loop export > Input the funding period > Select Head count week > Select a manager > Export.

Assigning a finance contact:

All children will need to have a funding loop finance contact assigned to ensure that the invoices are received.

  • Children > Child > Finance > Contact and bank details > Click edit > Select a primary invoicing contact > Select a funding loop contact (if applicable) > Save.

On this view, you can select any additional invoice recipients by clicking ‘Add’.

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