Allows users to record funding sources for a Client. Can also be used to track the amount and balance available for each funding source as used.
Navigation
Main Menu > Clients > Funding
Applies To: Enterprise Plus
Field Details
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Funding Type: Funding Source this Client is utilizing and/or is eligible for. Required field.
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Start Date: Start Date of Funding Source. Optional.
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End Date: End Date of Funding Source. Optional.
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Amount: Amount must be a real valid number, no formatting necessary.
- InvoiceA: Systems set up using InvoiceA method are restricted when entering a new funding source for a client. Each funding source must have unique start and end dates and cannot overlap another funding source. This allows for only one funding source to be active for any one period of time.