How do you manage client funds currently? *

Cash and manual ledgers

A business expense management tool

Participants hold their money on their own debit card

Staff are reimbursed for any expenses

Where are client funds stored? *

In a cashbox

Participants hold onto their cash at all times

In a business account, staff get cash out as we need it

How do participants access their money? *

Support Workers use business issued debit cards to pay

Participants or support workers are given cash for outings

We use business funds and invoice the families

Participants have free access to their money without needing to ask permission to spend

How do you record spending done on behalf of clients? *

We manually record spending in ledger books

We have multiple record keeping processes

We don't keep records

Our system keeps records and we upload photos of receipts

First Name *

Last Name *

I am a... *

• Participant
• Parent/Guardian
• Service Provider
• Other
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Company Name *

Email *

Phone *

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