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Documentation Index

Fetch the complete documentation index at: https://pigeonholeapp.co.uk/docs/llms.txt

Use this file to discover all available pages before exploring further.

Pigeonhole provides financial reporting and analytics so you can monitor invoicing and funding performance across your nursery. The finance reports page gives you a visual overview of paid and outstanding invoices alongside a breakdown of estimated funding for each term. Finance reports page displaying an invoice line chart and funding distribution pie chart

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Accessing Finance Reports

To view finance reports:
  1. Navigate to Reports from the sidebar
  2. Select Finance
  3. The reports page will load with data for the currently selected term

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Selecting a Term

Use the term selector in the top-right corner to choose which funding term to view. All charts and figures update automatically when you change the selected term.

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Invoice Data

The invoice chart displays a monthly breakdown of your invoicing for the selected term:
  • Paid — Total value of invoices that have been paid each month (shown as a line)
  • Outstanding — Total value of invoices still unpaid each month (shown as a second line)
Summary totals for paid and outstanding amounts are displayed above the chart for a quick overview.
Hover over any data point on the chart to see the exact figures for that month.

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Funding Distribution

The funding section shows an estimated breakdown of government funding for the selected term, calculated from your approved funding forms:
  • Under Two — Total funded hours and estimated value for children under two
  • Two Year Olds — Total funded hours and estimated value for two-year-olds
  • Over Two — Total funded hours and estimated value for children over two
A pie chart provides a visual representation of the funding split, with the total estimated funding value displayed in the centre.

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How Funding Is Calculated

Funding estimates are derived from approved funding forms for the selected term. The total hours for each age group are multiplied by the configured hourly funding rate to produce the estimated totals.
Unapproved funding forms are not included in the totals. If you see a warning indicating unapproved forms exist, review and approve them to ensure accurate figures.