Generating personal allowance statements

Last updated: June 4, 2026

Overview

Personal allowance statements are PDF documents that summarise a service user's personal allowance account activity over a selected period. Each statement is scoped to a specific booking and includes a full transaction-by-transaction breakdown, opening and closing balances, and the care home's name and address.

How to generate a statement

  1. Navigate to Operations in the main menu.

  2. Open the relevant booking and select the Funding tab.

  3. Scroll to the Personal allowance section.

  4. Optionally, apply a date range filter using the "Transaction date from" and "Transaction date to" fields to narrow the transactions shown in the table.

  5. Click the Statement button in the table toolbar.

  6. The PDF is generated and downloaded automatically to your device.