Edit a Funding Source

While you are able to edit your funding source’s name, owner, code, and currency, you are unable to edit the balance of your funding source. The balance of a funding source can only be altered by applying credit to the funding source or allocating credit from the funding source to a fund.

  1. Select AdministrationAcquisitions AdministrationFunding Sources.

    images/administration/fundingsource2.png
  2. Double-click on the row you would like to edit. A pop-up box will appear in which you can edit fields.
  3. Make your changes and click Save.

    images/administration/fundingsource3.png

Caution

Editing the currency of an active in use funding source is not recommended as it can have serious consequences.

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