Rostery

Finance & Payroll

Client Funding

/financials/reports/client-funding2 steps

Funding held, spent and remaining per participant.

Step by step

  1. 1

    Find plans close to exhaustion.

  2. 2

    Book a plan review before the money runs out.

The screen

Client Funding in Rostery
Client Funding as it appears in Rostery.

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