Tips for using Pourato
Expand the headings below to learn about tips for using Pourato.
Funding data from the July 2025 period is visible in Pourato. Change the funding period you are viewing using the funding period dropdown on the right of the screen.
To compare information from a previous funding period, open Pourato in a new tab and view the other funding period you want to compare with. Switch between the two tabs to compare information.
Historical data prior to July 2025 funding period should be downloaded from the Secure Data Portal. Information older than six months can be requested by email to ece.resourcing@education.govt.nz
Pourato allows you to download a .csv file containing all funding data for all of your services for a selected funding period.
The file can be downloaded from Pourato, converted to Excel, or uploaded to another system, such as your SMS or your accounting system. It can also be or provided to someone else e.g. your accountant or treasurer.
You can download the file by clicking the download icon on the far right of the provider Funding > Payments screen.
You may wish to create a pivot table to analyse the data.
To find a particular funding component in the .csv file, use our Pourato CSV file line item locator at the bottom of this page.
Please note: the example below is for a provider with all-day services. If you also have sessional services, you’ll need to select additional line items. Please see the Pourato CSV file line item locator at the bottom of this page for more detail.
Steps to get monthly totals
Download your CSV file from the provider Funding > Payments screen in Pourato and save as an Excel workbook.
Go to Insert and select PivotTable > From Table/Range. Select Ok on the modal screen for New worksheet.
Go to the right side of your screen to PivotTable Fields and locate the fields you want. Drag the fields to the relevant box below as per this example: (Hint: the boxes to drag the fields into can be found below the fields):
- Line item to Rows box
- Description to Rows box
- Month to Columns box
- Total amount to Values box (Note: Make sure the Values box only contains: Sum of total amount)
Go to the Row labels cell and click on the arrow to filter. Select line items:
- 30 (Difference wash-up)
- 40 (All Day Advances)
- include 80 (Equity funding), 90 (Extra funding) and 100 (Opening balance) if any of these are applicable to you and appear in the drop down menu.
Right click on the cell that contains “30” and untick Subtotal “Line Item” on the drop down menu.
Notes:
- This table will show you the total funding across all your services for each month.
- The months display as numbers in the columns e.g. 2 for February, 3 for March, etc. You can change the orientation of the table by switching the fields in the Rows and Columns boxes.
- The totals displayed do not include GST. You can cross reference your Grand total with the amount shown in Pourato on the Provider > Funding Summary > Payments screen > Funding (GST exclusive) column.
The Bank Reference number shown on the provider Payments and service Payment Summary screens in Pourato will match the reference number on the payments received in your bank account. The bank reference will appear in Pourato once we receive that information back from your bank.
There may be a delay of up to 24 hours between the payment showing as Paid in Pourato and the funds appearing in your bank account. This delay is due to standard bank clearance and reconciliation processes and does not affect the official payment date.
Pourato has replaced the funding notices previously uploaded into the Secure Data Portal.
All screens in Pourato can be saved as a .pdf or physically printed using your browser’s Print function. Make sure all the information is showing on-screen that you want to print by expanding any dropdowns, then:
- Go to Print on your device.
Use the CTRL + P (PC) or Command P (Apple) keyboard shortcut, or right click and select Print.
- Adjust printing preferences.
Adjust page layout to landscape or portrait. Check paper size is A4. To change other layout options:
- PC users go to 'More settings'
- Apple users click 'Show details'
- Print or save as PDF
Press 'Print' or 'Save', name the file and save to your device.
Watch this video to see how to save screens in Pourato as a .pdf: Print screens in Pourato on Vimeo
To download a summary of your funding, save the provider > Funding > Overview screen as a .pdf.
Opening services
If you’re an existing provider opening a new service, the new service will appear in Pourato once the Ministry of Education has processed your Initial Application for Funding for an Early Childhood Service (RS3) request.
If you’re opening your first service and don’t currently operate any others, the Ministry of Education will send you a form to set up your Pourato access.
For more information about opening a new service, refer to Starting an early learning service - Ministry of Education
Closing services
If your service is closing and you no longer operate any others, your access to Pourato will end at the same time as your Education Sector Logon is deactivated.
However, if you still operate one or more services, you will keep your Pourato access. You will be able to see funding information for the closed service in the periods when it was operating.
For more information about closing services, refer to ECE Funding Handbook chapter 8-3 When your service is closing - Ministry of Education
When a service changes ownership, the new owner will be able to view the funding information for the service in Pourato after the Ministry of Education has processed the ownership change.
If the previous owner still operates other services, they will continue to have access to historical information for the service during the time they owned it. However, if they no longer operate any services, their access to Pourato will end when their Education Sector Logon (ESL) is deactivated.
For more information about what to do when a service changes ownership, refer to Funding after change of ownership of an early learning service - Ministry of Education