Funding Source: Add or Edit

This article will walk you through the steps to Add or Edit a Funding Source.

Add a Funding Source

1. Click the +(Plus) icon next to the house icon for the first location to expand.
2. Select Funding Sources.
   
    
3. Click the Add button to open a new Service window.
   
   
   This will bring up the Create Funding Source Option Window.
   
    
4. Select the Funding Source Type from the drop-down. Click OK. 
   
   
   This will bring up the Funding Source General tab. 
   

    

   IMPORTANT: To complete all the necessary info for your new Funding Source see Funding Source: General Tab Overview.

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Edit a Funding Source

1. Click the +(Plus) icon next to the house icon for the first location to expand.
2. Select Funding Sources.
   
    
3. Select the Funding Source from the list.
   
    
4. Click the Edit button from under the Home tab.
   
    
5. Make any changes you need and then click OK.

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Related Articles:

• Funding Source: General Tab Overview
• Funding Source: Services Tab Overview
• Funding Source: Notes & Issues Tab
• Funding Source: Inactivate or Remove