How To Add Received Income

Fund Details capture key information about money coming into the fund (Total Funding Committed and Total Income Received), money leaving the fund (Total Disbursements, Outstanding Financial Obligations, and Pending Opportunities), and current balances (Current Fund Cash Balance and Available Funds).

Income are dollars received to the fund from external funding sources. The total dollars received are reflected in the Total Income Received field of the fund details.

1. Open Fund Management>Funds.
2. Click a fund name.
3. In the Fund Details section, click the  (Add icon) next to the Total Income Received amount.
   
4. In the pop-up window, select a funding source Type.
5. Add a funding source Name. This list pulls from Contacts>Organizations, Contacts>Individuals, or Grant Management.
6. Add Amount Received.
7. Select Payment Date (optional). This is the date the payment was received.
8. Select Payment Method.
9. Add Payment Reference Number (optional). This is a number that an external financial system may reference.
10. Add Description (optional).
11. Add Unique Identifier (optional).
12. Click Save.

--OR--

1. Open Fund Management>Funds.
2. Click a fund name.
3. Open the Fund Management tab>Income.
4. Click the  (Create icon) in the Icon Bar.
5. In the pop-up window, select funding source Type.
6. Select funding source Name. This list pulls from Contacts> Organizations, Contacts>Individuals, or Grant Management.
7. Add Amount Received.
8. Add a Payment Date (optional). This is the date the payment was received.
9. Select a Payment Method.
10. Add Payment Reference Number (optional). This is a number that an external financial system may reference.
11. Add a Description (optional).
12. Click Create.