Below is some more information on the columns available on the Fund Type and Partner tables in Partner Management > MDF > Funding Summary:
- Fund Type - Fund type
- Allocations - Original amount allocated to this partner for this Fund Type
- Paid - Sum of claims that have been approved and paid for this Fund Type
- Actual Balance - Allocated balance minus value of paid claims
- Approved - Sum of orders that have been approved
- Pending - Sum of orders that have been approved but not yet paid
Available Balance - Allocated balance minus the value of paid, approved, and pending claims
If a pending order is canceled or denied, the order balance is returned.
Note
If you are using an MDF integration, this balance is based on the MDF system of record.
Comments
Please sign in to leave a comment.