How to Use the Performance Report
Our new performance report makes evaluating your monthly CACFP claim simple. Follow these steps to get the most out of it:
- Claim Grade:
- At the top of the report, you’ll find your claim grade — think of it as a report card. Aim for top marks!
- On the right, see the potential increase in reimbursement you could earn.
- Reimbursement vs. Expenses:
- Compare the total expenses submitted to the reimbursement received each month.
- Make sure the expenses you submit meet or exceed the reimbursement amount.
- View the expense summary on page 5 to track each submitted expense. If receipts are missing, submit them to ensure they are credited.
- Budget Comparison:
- Check your submitted expenses against your monthly budget.
- The orange graph shows your budgeted amount; expenses should meet or exceed it. Plan to submit additional expenses if needed.
- Year-to-Date Expenses:
- This section totals the expenses you’ve submitted since the program year began and compares them with the projected spending.
- If there’s a shortage or surplus, consider adjusting your budget.
- Maximize Reimbursement:
- Review the meal adjustment and enrollment sections to find any issues affecting your reimbursement.
- Check for meal record discrepancies or improperly enrolled participants.
- The list of pending and expired enrollments can be found on page 6.
- Verify Milk Receipts:
- Ensure you’ve submitted enough receipts to cover the amount of milk served.
- If there’s a shortage, submit additional milk receipts through Zoho Expenses.
- Schedule a Consultation:
- If you need assistance or want to review your claim further, use the link in the report to schedule a consultation with our support team.
By regularly reviewing your performance report, you can maximize your reimbursement and stay compliant with CACFP requirements. Keep an eye on it each month to stay on track!