There are a few different ways that Compass tracks how we give money or items to clients.
The primary way is through the Financial Transaction which can be found as a button “Gift Card & Financial Transaction” on the top right corner on the Case Record.
A Financial Transaction can be used for gift cards as well as other money or items we give to a client.
When you want to create a Financial Transaction, click on the “Gift Card & Financial Transaction” button. This will open a screen flow as shown below.
Select the “Financial Transaction” option and click on the “Next” button. The next screen shown below allows you to fill in all the details about the transaction.
Fill out the information including the Assistance Type, Assistance Source, Reason for Assistance as shown in the example below.
Click on the “Next” button and ensure that the information you filled in is correct on the screen shown.
If you have selected Gift Card as the Assistance Type, you will be asked to upload the client acknowledgement form for the gift card.
The screen below confirms successful creation of the Financial Transaction. Click Finish.
The Income & Non-Cash Benefits related list for the case record is displayed and you can view the Financial Transaction created as seen below.