Funding sources can be easily added by the network admin.
If you are a network admin, simply click on your [Admin] tab and do the following:
Click on "Edit Network Settings" link on the left side of your screen
Click on the [Funding Sources] tab
Click "add funding source"
Enter the name of your funding source
Click [Save Changes] see screenshot - https://simon.d.pr/96xmMn
When adding assistance, you will find the "Edit Funding Source" link towards the bottom of the "Add Assistance" window. Click on that link to access the drop-down options and select the appropriate funding source. see screenshot - https://simon.d.pr/Hpf3uR
A common question is regarding the possibility of "archiving" or "disabling" a funding source that is no longer used. If that is your need, contact customer support support@charitytracker.com or support@oasisinsight.net and let us know which funding source(s) should be "disabled". When we "disable" a funding source, that funding source is removed from the [Add Assistance] window. However, that funding source still remains in the reporting section for reports.
Funding Source Balances
We've given Funding Sources a meaningful upgrade. You can now track balances against each funding source, making it easier to manage how much has been allocated versus what's still available. The new layout surfaces all of your funding sources at a glance — along with available and total balances — so there's no guesswork when recording assistance.
(Available in: Basic, Plus, and Pro)


