This article explains how to record funding sources for a client in the system. Users will also learn how to track the amount and balance available for each funding source. By the end of this guide, you will understand how to navigate the funding section and input accurate data.
Navigation:
Main Menu → Clients → Funding
Applies To: Enterprise, Plus
Overview
The funding feature allows users to:
- Record funding sources for a client.
- Track the amount allocated and the balance available for each funding source.
Field Details
- Funding Type:
Select the funding source the client is utilizing or eligible for. This is a required field. - Start Date:
Specify the start date of the funding source. This is optional. - End Date:
Specify the end date of the funding source. This is optional. - Amount:
Enter a valid number for the funding amount. No additional formatting is necessary. -
InvoiceA (Unique Date Requirements):
- Systems using the InvoiceA method enforce restrictions when entering funding sources.
- Each funding source must have unique start and end dates that do not overlap with another funding source.
- This ensures only one funding source is active during any given time period.
Key Notes
- Always complete the Funding Type field to ensure proper tracking.
- Verify the accuracy of start and end dates to avoid conflicts with existing funding sources.
- Double-check the amount entered to ensure it aligns with funding allocation.
Conclusion:
By following this guide, users can efficiently manage client funding sources, ensuring accurate tracking and allocation. For further assistance, refer to related articles or contact support.