Add/Edit Funding Sources

To add/edit funding sources:

Add Funding Sources

  1. Go to the Funding Sources page.

    2. For more information, see Access the Funding Sources Page.

  2. Click Add.

    3. The Add Funding Source page is displayed.

  3. In the Name field, enter the name of the funding source.
  4. If a funding category is assigned to the account, click the Funding Category drop-down arrow and select a funding category.
  5. Click Save.

Edit Funding Sources

Funding sources can be edited by modifying the name, description or funding category.

  1. Go to the Funding Sources page.

    2. For more information, see Access the Funding Sources Page.

  2. Click the Edit link located to the left of the funding source you want to edit.
  3. Make any of the following changes:
    • Change the name of the funding source
    • Modify the Description of the funding source
    • Click the Funding Category drop-down list and select a funding category
  4. Click Save.