Record new grants or fund sources

Follow these steps to record new grants or fund sources.

1. From the Home screen, click the Financial tab. The Service Search Criteria screen appears.

2. Click Grants and Fund Sources in the link menu. The Grants and Fund Sources Search screen appears.

3. Use the search criteria filters to narrow your search.

4. Click Search. Search results appear at the bottom of the screen.

5. Click Add Grant/Fund Source. The Grants and Fund Source Details screen appears.

6. Click either the Fund or the Grant option.

7. Enter the information related to the grant or fund source. The following fields are required:
   
   Flow Category    
   Fund Source / Grant Name    
   Activity ID   

8. Click Save. The system returns to the Grants and Fund Sources screen.

See also:

Record fund source flow

Record service budget ceilings and budget details