Track Credits and Allocations

You can track credits to and allocations from for each funding source through the Summary tab on the Funding Source Details screen.

  1. Select Administration → Acquisitions Administration → Funding Sources.
  2. Click on the hyper linked name of the funding source to open the Funding Source Details screen.

    1. Credits - The Credits tab tracks all credits applied to the funding source. After applying credit you will need to click Reload to view the Credits tab.

      images/administration/fundingsourcecredit.png
    2. Debits - The Allocations tab tracks all allocations from the funding source to funds. After allocating to a fund you will need to click Reload to view the Allocations tab.

      images/administration/fundingsourcedebit.png

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