ESA Platform
ESA Platform
Education Savings Account
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Dashboard
Approve
Confirm approval
Funds will be moved from Encumbered to Disbursed and queued for ACH settlement in the next nightly batch.
Decision notes (optional)
Priority level
Normal — next batch
High — same day ACH
Urgent — manual wire
Cancel
Confirm approval
Reject
Confirm rejection
The submitter will be notified. Encumbered funds will be released back to the wallet immediately.
Reason
*
Select a reason…
Receipt blurry or illegible
Category not permitted under this programme
Vendor not on approved list
Duplicate submission
Amount does not match receipt
Missing supporting documentation
Date outside eligible period
Purchase exceeds annual cap for this category
Student ineligible for this expense type
Vendor licence expired or suspended
Non-educational item included in claim
Other (specify below)
Additional notes
Notify supervisor
No — routine rejection
Yes — flag for quality review
Yes — suspected fraud
Cancel
Confirm rejection
Escalate to Program Admin
Escalate for senior review
Sent to Super Program Admin queue with your notes.
Escalation category
*
Select category…
Suspected fraud or misrepresentation
High-value claim requiring senior sign-off
Policy ambiguity — needs legal interpretation
Repeat offender pattern detected
Cross-state jurisdiction issue
Vendor dispute requiring programme intervention
Reason
*
Urgency
Routine — 48h response expected
Elevated — 24h response needed
Critical — immediate attention required
Cancel
Send to Program Admin
Mark as shipped
Carrier
FedEx Ground
FedEx Express
UPS Ground
UPS 2nd Day Air
USPS Priority Mail
DHL Express
Amazon Logistics
Tracking number
Estimated delivery date
Package weight (lbs)
Shipping notes (optional)
Cancel
Confirm shipment
Submit invoice
Parent / student account ID
Service category
Tutoring — academic subjects
Tutoring — test prep
Occupational therapy
Speech & language therapy
Behavioural therapy (ABA)
Physical therapy
Curriculum delivery
Music or arts instruction
Educational assessment
Other
Service description
Amount ($)
Service dates
Upload supporting documents
Cancel
Submit invoice
Add to wishlist
Item name
Vendor / store
Estimated price ($)
Category
Curriculum / textbooks
Tutoring services
Online courses
Supplies & materials
Therapy / special needs
Test preparation materials
Educational software / apps
Science lab kits
Music / arts instruction
Other
Cancel
Add to wishlist
Submit reimbursement claim
Reimbursement guidelines
Claims must be submitted within 60 days of purchase. Receipts must show vendor name, date, itemised amounts.
Expense category
*
Select…
Curriculum / textbooks
Online learning subscription
Educational supplies & materials
Therapy services (OT/ST/ABA)
Tutoring services
Assessment / testing fees
Educational technology
Special needs equipment
Music / arts instruction
Science & STEM materials
Vendor / store name
*
Purchase amount ($)
*
Date of purchase
*
Item description
Upload receipt
*
Cancel
Submit claim
Create new grant programme
Programme name
*
State
Arizona
Florida
Texas
North Carolina
Indiana
Wisconsin
West Virginia
Arkansas
New Hampshire
Montana
Iowa
Utah
South Carolina
Alabama
Georgia
Oklahoma
Fiscal year
FY2025
FY2026
FY2027
Grant type
Education Savings Account (ESA)
Scholarship Tax Credit
Special Needs Scholarship
Rural Education Grant
Per-student cap ($)
Total programme budget ($)
Programme start date
Programme end date
Cancel
Create programme
New School Invoice
Invoice will be sent to the parent's ESA wallet
The Platform Engine will update the student's ledger and notify the parent automatically.
Student
Jamie Alvarez — STU-0041
Ethan Nguyen — STU-0042
Chloe Washington — STU-0043
Liam Patel — STU-0044
Sofia Martinez — STU-0045
Noah Kim — STU-0046
Amara Johnson — STU-0047
Lucas Brown — STU-0048
Fee Category
Tuition — Full Term
Tuition — Half Term
Tuition — Monthly Instalment
Special Education Support
Technology / Device Fee
Field Trip / Excursion
Examination Fee
Registration Fee
Other
Amount ($)
Due Date
Period
Notes
Cancel
Send Invoice
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