Enable Account Funding and Configure Settings

Account level cost and account funding has to be enable on your account in order to utilize it. For more information, please contact Trimble Support.

Once this feature has been enabled on your account, it has to be activated within the system via Funding Settings.

To enable account level funding

  1. Click Setup from the Top Navigation Menu.
  2. From the Left Navigation menu, expand Cost, click Funding, and click Settings.

    3. The Funding Settings page is displayed.

  3. Click Edit.
  4. In the Account Funding Controls section, select the Enable Account Level Funding check box.

    5. Additional settings appear.

  5. Complete the remaining settings to determine how you'd like to track funding for commitments and invoices.

    6. For a description of these fields, see Funding Settings Page Overview.