Service Provider Category Budget Funding Period Enhancements

Service Provider Category Budget Funding Period Enhancements

We are upgrading the Service Provider Category Budget functionality to improve budget accuracy and workflow efficiency.

Key Updates:

Phase One

•    Start/End Dates now added to SPCB records and visible in the table.
•    Invoice Validations ensure service dates and amounts align with SPCB agreements and available funds.

Phase Two

•    Funding Period Distribution tools let users split budgets across time frames with auto-generation and manual controls.
•    Linked Record Editing prompts users to redistribute budgets when SPCB details change.
•    Plan Budget Sync Alerts notify users to realign SPCB periods after funding updates.

These changes help prevent overspending and simplify provider budget management.

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