Allocate Credit to Funds - Funding Source Interface

Once you have set up your funds, credit can be allocated to them from your funding sources in two ways:

  1. Allocate to Fund - Funding Source Interface
  2. Allocate to Fund - Funds Interface

To allocate credit to your funds using the Funding Source Interface:

  1. Select AdministrationAcquisitions AdministrationFunding Sources.
  2. Click on the hyper linked name of the funding source.
  3. Click Allocate to Fund
  4. Select the fund you would like to allocate credit to.
  5. Enter the amount that you would like to allocate.
  6. Enter a note. This field is optional.
  7. Click Apply.

  8. The Allocations tab will display all allocations made to funds out of this funding source. See Track Debits and Credits for more information.

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