Co-Investments

Does the below indicate I need to collect payments from employers and add a PMR record on the ILR once received? 

It does, yes. The 2nd and 4th columns are what tell you how much money you should've collected up to the point the report was generated.

Also, if we have not received co-investment payments in a previous year that is closed down, does this mean we will not receive the 20% completion payment?

It shouldn't, no. Providing you've collected everything by the end, you should still receive your completion payment. You'll note the 5th column tells you how much you've collected for all funding years. The penultimate column suggests the last learner has also achieved, meaning you're entitled to a completion payment for them which has not yet been paid because you've either not received the co-investment or simply haven't added it to the ILR yet as PMR line(s). Usually, even if you're a bit late, providing you've logged the PMRs on their record prior to hard close of their achievement year, you should still receive the completion payment. 

The Co-investment section of the technical funding guide might be useful to you.

That's fabulous Ben, thanks for help!

Sorry, another question.  I have an employer that paid 5% of £4500 (£225) but the repost shows they owe £180 and we have not had the completion payment.  Would you know why this is?

Hm. Do you know for a fact they've paid £225? Is there a single or multiple PMR line(s) for that amount on their ILR? Seems odd that the report would say they've paid a different amount if the ILR is saying otherwise (unless one or more PMRs were added after the report was generated). 

As for why the completion payment hasn't been paid, it'll almost definitely be because it thinks you've not received enough. 

This is in the 23/24 and 24/25 ILR record.  Also, how do I know if I have received a 20% completion payment, what report is that on?

That looks correct. Where does it say they owe £180? 

For completion payments - there are a couple of places. If they're a co-investment apprentice, it'll tell you on the co-investment report whether it was due and/or paid. If they're not a co-investment apprentice, you can look on the apprentice's DAS record and it'll say if/when the completion payment has been made (e.g. below)

You can also look on the Apps Monthly Payment Report, though there isn't a dedicated column for it - you'll just note that in a particular month there was a big payment. This usually corresponds with the completion (e.g., below for someone with an overall price of £14,000)