Funding Sources are used to track financial contributions across various areas, including Clients, Courses, Invoices, and Payments. Properly managing Funding Sources ensures accurate tracking of financial support and eligibility.
Navigation:
Main Menu → Selects → E-M → Funding Sources
Applies To: Enterprise, Plus, Basic
Field Details
- Status: Indicates whether the funding source is Active or Inactive.
- Funding Source: The unique name for the funding source. This field is required and cannot be duplicated.
- Agency Source: The organization providing the funding. This is a user-defined list sourced from the Company table.
- Grant Status: The grant status associated with the funding. This list is not user-defined.
- Fund Category: The funding classification. This list is not user-defined.
- Eligibility Criteria: Used for reference only. It does not automatically trigger records in other areas.
Special Functions
AutoOption Field
- When the AutoOption field is checked, a new record for the respective Funding Source is automatically added to the Client Funding records when a new Client record is created.
- Note: The AutoAdd function only applies to new Clients. It does not trigger during Client record edits.
AddTracking Function
- The AddTracking function adds Client Funding records and/or Course Funding records when a Funding Source is present in Client Invoices and Payments but does not exist in Client or Course Funding records.
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Important Notes:
- Amount values are ignored and must be set manually.
- No date values are automatically applied.
Key Notes
- Proper tracking of Funding Sources ensures that financial data remains accurate and up to date.
- The AutoOption function simplifies data entry for new Client records but does not affect existing records.
- Use the AddTracking function to retroactively link Funding Sources to relevant records, but be aware that manual adjustments may be required.
Conclusion
Funding Sources play a critical role in tracking financial allocations across Clients, Courses, Invoices, and Payments. By effectively managing these records, organizations can maintain accurate financial oversight and reporting. For further assistance, refer to related articles or contact support.