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crediting_money_to_a_funding_source

Crediting (Adding Money to) a Funding Source

1. Find the funding source in your list on the Funding Source tab.

2. Click on the blue Funding Source Name link.

 Funding Source Name Link

3. A dialog box will appear with the Credits tab selected. Any previous credits you made will be listed here.

Apply Credits to a Funding Source

4. Click on the Apply Credits button.

5. Fill in the Amount <color #ff0000>(required)</color> you want to add to the funding source. You can also add a Note, an Effective Date and/or a Deadline Date for the credited amount if the amount needs to be used within a certain time period. :!: Click on the calendar icon to add a date.

 Credit to a Funding Source

6.Click Save.

crediting_money_to_a_funding_source.txt · Last modified: 2024/08/21 13:35 by cmorgan

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