This article is meant to assist you with adding Funding Organizations.
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Funding Organization Layout
Image: “Funding Organization Layout”
Adding a Funding Organization
To add a funding organization, go to Organization Billing and select Setup: Funding Organization. From there, click on the Add Funding Organization button.
Image: “Add Funding Organization”
Once you’ve selected Add Funding Organization, fill in the required fields and any additional information.
Image: “Funding Organization: General Screen”
|Name||Use this field to enter in the name of the funding organization|
|Program||Use the drop-down menu to indicate which program the funding organization services|
|Address 1||Street address of the funding organization|
|Address 2||Suite number / second address line for funding organization|
|City||City of the funding organization|
|State||State of the funding organization|
|Zip||Zip code of the funding organization|
|Branch||Use the drop-down menu to indicate which branch the funding organization applies to|
|Inactive||Check the box if the funding organization is inactive/ will no longer be used at the agency|
Once the funding organization has been created, the Financial tab will appear. The financial tab keeps track of all invoices to the organization. Here you can view the account balance, and make any payments, adjustments, or notes.
Image: “Funding Organization: Financial Screen”
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