Funding Sources Section in Client Profile
The Funding Sources section in the Client Profile displays all funding records associated with the client.
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This section displays a client’s funding sources. A funding source refers to the program, scheme, or payment arrangement that finances the services provided to the client.
To view funding sources from the Client Profile:
- Open the Client Profile.
- Select Funding Sources.
From this section, you can:
- View all existing funding sources assigned to the client
- Create a new funding source.
- Print statements
A table is displayed showing the details of each funding source assigned to the client.
The table includes the following information:
Column | Description |
Type | The type of funding or budget associated with the client record. |
Budget or Funding Type Reference | The reference name or identifier for the client’s funding source or budget category. |
Start Date | The date when the funding begins. |
End Date | The date when the funding ends. |
Renewal Period | The period in which the funding or budget is renewed or reviewed. |
Funding Amount | The total amount of funding allocated for the specified period. |
Debtor Account ID | The identifier linked to the client’s billing or debtor account used for financial tracking. |
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