Description: In this topic, users will learn how to create, view, edit, or deactivate funding accounts. A client funding account is a ledger where client authorizations, attendance, employee service and billing entries are placed. A client must have an active funding account in order to have service accounts created for that particular service. The different types of funding accounts are:
Hourly (Units or Dollars)
Residential Program
Day Program
Group Service
Parenting Program
Transportation (for Day Program)
Client Transportation (for employees who are eligible for client transportation mileage reimbursement)
Vendor
Role Required: Super User, Billing Team, Authorization
Permission Required: Authorization Admin
Create Funding Account
Log in to profile
Select Authorization from the main menu
Select Funding Accounts from the submenu
Click Actions
Select Add New Funding Account from the drop-down menu
Complete the Add New Funding Accounts form wizard
Click Save and Yes to confirm
View, Edit, or Deactivate Funding Account
Log in to profile
Select Authorization from the main menu
Select Funding Accounts from the submenu
Use the filters to refine and click Search
Click anywhere in the funding account row to open the account details
Click Actions
Select Edit Account from the drop-down menu
View or make edits in the Edit Account form wizard
To deactivate the funding account, change the status to Inactive.
Click Save and Yes to confirm
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