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Description: In In this topic you , users will learn how to create, view or , edit, or deactivate funding accounts. A Client Funding Account client funding account is a ledger or bucket ledger where client authorizations, attendance, employee service and billing entries are placed.A A client must have an active client funding account in order to have service accounts created for that particular service.The The different types of Funding Accounts 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:Superuser Super User, Billing Team, Authorization
Permission Required: Authorization Admin
Create Funding Account
Log in to DCI with your personal profile
Select Select Authorization from from the main menu
Select Select Funding Accounts from from the submenu
The funding accounts page will open up
Select the Actions buttonClick Actions
Select the Add New Funding Account in the actions dropdown from the drop-down menu
Complete Fill out the fields in the Add New Funding Account Accounts form wizard
Click the Save button
Select Yes in the confirmation alert window to save and create funding account
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Click Save and Yes to confirm
View, Edit, or Deactivate Funding Account
Log in to DCI with your personal profile
Select Select Authorization from from the main menu
Select Select Funding Accounts from from the submenu
View all Funding Accounts listed below the search box
Search for a Funding Account in the search box by client name, service code, units, cost center or status
Select Search and view the search results below the search box
Select the row of the Funding Account to view or edit by clicking anywhere in the row
The Funding Account Details page will open up, view funding account details
Select the Actions button
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 menuSelect the Edit Account in the actions dropdown
View or make edits in the Funding Edit Account form wizard
To deactivate the funding account, change the status to to Inactive.
Click the Save button
Select Yes in the confirmation alert window to save changes made to the funding accountClick Save and Yes to confirm
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