Authorized administrators can add funding sources for their region or location. Before you add a source, you may want to search existing sources to make certain you do not create a duplicate. You can search by source type, name, start and end dates, active/inactive status, or owner.
To add a source
- On the Settings tab, click Funding Sources. The Funding Sources page opens.
- Click Add. The Add Funding Source window opens.
- Select the level of access (Available To).
- Select the Type.
- Enter a Name.
- Indicate the source's Start Period and End Period.
- To make the source available, be certain the Active check box is selected.
- Click Save.