This article is meant to assist you with adding Prepaid Funding.
If you have a question not addressed here, you can Contact Support.
Prepaid Funding Layout
Image: “Prepaid Funding Layout”
Adding Prepaid Funding
To add Prepaid Funding, go to Organization Billing and select Setup: Prepaid Funding. From there, click on the Add Prepaid Funding button.
Image: “Add Prepaid Funding”
Once you’ve selected Add Prepaid Funding, fill in the required fields and any additional information.
Image: “Prepaid Funding: General Screen”
|Funding Name||Use this field to enter in the name of organization|
|Address 1||Street address of the organization|
|Address 2||Suite number / second address line for the organization|
|City||City of the organization|
|State||State of the organization|
|Zip||Zip code of the 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|
GL Accounts Tab
The GL Accounts Tab keeps track of the Prepaid Funding General Ledger Accounts. Fill in the account information for the Prepaid and Cash accounts in the required fields.
Image: “Prepaid Funding: GL Accoutns”