Allocate credits to funding sources

  1. Apply a credit to this funding source.
  2. Enter the amount of money that the funding source contributes to the organization. Funding sources are not tied to fiscal or calendar years, so you can continue to add money to the same funding source over multiple years, e.g. County Funding. Alternatively, you can name funding sources by year, e.g. County Funding 2010 and County Funding 2011, and apply credits each year to the matching source.
  3. To apply a credit, click on the hyperlinked name of the funding source. The Funding Source Details will appear.
  4. Click Apply Credit.
  5. Enter an amount to apply to this funding source.
  6. Enter a note. This field is optional.
  7. Click Apply.