Content

Introduction

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”

Field Name Description
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

Financial Tab

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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