Benefits and Income
From Charitylog Manual
The Benefits and Income section allows you to record an individuals benefits and income.
Benefits Details
The benefits tab will display any benefits that have been added manually here or that have been added in the Referral Closure and Outcome Details screen.
To edit an existing benefit click on the benefit's name or click the 'Enter New Benefit' button to create a new entry and complete the following:
- Date Applied For - The date of the application.
- Date Notified - The date of the notification letter.
- Date Awarded - The date the benefit starts from.
- Date Ended - The date the benefit was ended.
- Benefit - The benefit that has been applied for (displays the payment frequency)
- Value of Award - Value of award for the benefit based on it's payment frequency.
- Lump Sum/Backdated Award - Any lumpsum/backpay awarded.
- Client Benefit Obtained By Us? - Specify if you assisted the person to obtain the benefit.
- Benefit Obtained By Staff/Volunteer? - The person that assisted the service user.
- or choose recently used staff/volunteer - Displays a list of recent staff/volunteers.
- Confirmed or Estimated? - Specify if the award is confirmed, is an estimate, no entitlement, rejected and being appealed or no pursuit (rejected with no appeal).
- Referral Outcome Reference No. - Specifies the referral/case that this benefit was assisted on.
- Notes - Any notes related to this benefit claim.
Click the 'Save Details' button to submit any changes.
Income Details
The income tab is used to store basic income details to assist the staff in decision making. This page can also display a related person's (set as major relationship) income details.
