Users are able to management funds in the "Fund Sources" tab located on the Program Home page. Here, users are able to set the default values that should be assigned to all entries in an instance’s fund accounts. These entries include initial funding, credit and interest entries as well as returned funds through budget transfers from projects due to project completion, cancellation, etc. Users will set defaults for site name, project name, budget group, object code, category and subcategory.

Users with certain permissions will be able to edit Fund Accounts Defaults. To do so, click “Edit” in the top right corner and make changes as necessary. Click “Save” to commit those changes or “Cancel” to restore previous settings.

Additionally, funds will be defined for your organization in the Funds & Series section of the Fund Sources tab.

Only users with certain permissions will be able to access and/or edit Fund Source details. To Add a Fund:

· Click “Add Fund”

· Complete Required Details for Fund

· Click “Next”

· Completed Required Details for Series

· Click “Next”

· Set the Fiscal Year

· Click “Next”

· Review and Confirm new entry

· Click “Create”

To add a Series to an existing Fund, expand the carrot next to the fund where you’d wish to add the new series. Click “Add Series”, provide the required series information and click “Create & Save Series” to add a new series. Please note, if you may only have one active series at a time. The default will be to Active Series, meaning funds are available for use, with any new series you create. Toggle the boolean to off to proceed if an active series already exists in the Program where you’re attempting to add the new series.

To edit an existing Fund and/or Series, select the fund or series you wish to edit, make any changes needed and select “Save” to commit those changes or “Cancel” to restore previous settings. Series exist under each fund – to access series, expand the carrot for the fund it’s associated with. Then proceed as described to edit.