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It's not easily possible, and it makes me really cross. I have to do a vlookup with data from our own systems.
I have asked the Service Desk several times to put the Funding Line Type that's in the Apps Monthly Payment Report, into the Apps Co-Investment Contributions Report too, but no joy. If everyone could put in the same request, they might realise how important it is. An alternative would be to add a new ACT 3 to represent these, as ACT is in that report already, but ESFA aren't keen on doing that.
Just thought I'd share this response I've just received after raising an further query with the ESFA - possible joy for next year!
I have had a discussion with the relevant team who have advised they have a solution for this issue and will be deploying a new beta version of the report for 2021/22.
Timescales for deployment of the report have not been scheduled but it is likely to be in the earlier period of 2021/22.
Kate Moore
Insufficient Levy Funds
Created
Has anyone found a way to easily identify which of your Levy payers have insufficient funds to raise invoices for their co-investment? Normally I would use the Apps Co-Investment Contributions Report & filter for ACT 1 to show any Levy payers with a co-investment requirement but naturally this now includes Non Levy who are funded via the Apprenticeship Service. I really want to avoid having to manually check each one.
Thanks in advance for any help!