# Manual Sponsor Student Allocation — 14 July 2026

## New finance option

A dedicated **Finance → Manual Student Allocation** screen has been added for HELB, County bursaries, NG-CDF/CDF bursaries, scholarships and other sponsor funds.

## Workflow

1. Record and approve one sponsor bank transfer or cleared cheque under Sponsor Receipts.
2. Open Manual Student Allocation.
3. Select the posted receipt and create a draft allocation batch.
4. Add beneficiaries one student at a time using the admission number.
5. Enter the allocation amount, sponsor line reference, beneficiary reference and remarks.
6. Validate the batch against the parent receipt.
7. Approve and post the student allocations.

Student allocations remain non-cash fee credits. They do not create additional bank receipts.

## Controls added

- The parent sponsor receipt must be posted before manual allocation.
- Each student can appear only once in a draft batch.
- Every entry is checked immediately against the receipt balance.
- Entries cannot exceed the optional planned batch amount.
- Existing draft entries can be edited or removed.
- Posting uses the existing balanced accrual-accounting journal.
- Corrections retain the audit trail through cancellation or reversal.

## Access

The option is visible to System Admin, Admin and Finance roles with the `finance_sponsors` privilege.
