Site Funding Sources
This option under Site Settings allows users to add a ‘Funding Source’ to the system. Additionally, users are able to add or edit all the information on the selected funding source.
To add a funding source, click on the drop-down as indicated by the arrow:
Multiple fields related to ‘Funding Sources’ will appear, including ‘Funding Source’, ‘Funding Source Type’, ‘Funding Source Number' (Vendor Number), 24j/31 Requirement, etc. Please refer to the image below:
Select the appropriate ‘Funding Source’ from the dropdown menu. To expedite your search, you may type the name of the funding source once you click on the Funding Source menu.
Next, choose ‘Funding Source Type’ and complete the remaining fields per (the funding source) documentation. Once all fields have been completed, click ‘Save'.