Add a Funding Source

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Add a Funding Source

To create a new funding source and attach it to a top-level OU:

  1. In the left navigation menu, click Financials > All Funding Sources.
  2. Click Add New.
  3. Enter the Funding Source Name. This name must be unique among funding sources.
  4. Enter the Amount of funds in this funding source. This can be increased or decreased later.
  5. Enter a Start date. This is the first day of a month.
  6. Enter an End date. This is the last day of a month.
  7. In the Top-Level OU field, select the OU you want to add this funding source to.
  8. In the Permission Scheme dropdown menu, select the Default Funding Source Permission Scheme or another custom scheme.
    • If custom permission schemes are turned off, you will not see this field, and the default permission scheme will be used.
  9. Select at least one user or user group as the funding source owner.
  10. (Optional) Enter a Description.
  11. Click Create Funding Source.

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