Working with Funding Templates

The following tasks will help you work with funding templates:

Add Funding Templates

  1. Go to the Funding Template Page.

    2. For instructions, see Access the Funding Template Page.

  2. Click Add.
  3. Enter a name for the template in the Name field.
  4. Select the Is Active check box to make this template available for use.

Add Funding Sources to a Funding Template

This is step 2 of 2 in creating a funding template. After the template has been added, you can then add funding sources to it. If funding is enabled on the account, you will be required to select a funding category when adding funding sources to the template.

  1. Go to the Funding Template Page.

    2. For instructions, see Access the Funding Template Page.

  2. Click the Edit link located left of the target template.
  3. In the Setup Funding Sources section, click Add.
  4. In the Name field, enter the name of the funding source.
  5. Click the Funding Category drop-down arrow and select a funding category.
  6. Click Save.

    7. The Funding Template Details page is displayed.

    The newly added funding source is listed in the Setup Funding Sources section.

  7. Click Save.

Copy Funding Templates

  1. Go to the Funding Template Page.

    2. For instructions, see Access the Funding Template Page.

  2. Click the Copy link located left of the template you want to copy.
  3. Modify the name of the template in the Name field.
  4. Click Save.

Edit Funding Templates

  1. Go to the Funding Template Page.

    2. For instructions, see Access the Funding Template Page.

  2. Click the Edit link located left of the template you want to edit.
  3. Make any of the following modifications:
    • Change template name in the Name field.
    • Select the Is Active check box to make template Active/Inactive.
    • If applicable, change/add funding sources.
  4. Click Save.

Delete Funding Templates

  1. Go to the Funding Template Page.

    2. For instructions, see Access the Funding Template Page.

  2. Click the check box next to the template(s) you want to delete.
  3. Click Delete. You are prompted for confirmation.
  4. Click Continue.