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:

Role Required: Super User, Billing Team, Authorization

Permission Required: Authorization Admin

Create Funding Account

  1. Log in to profile

  2. Select Authorization from the main menu

  3. Select Funding Accounts from the submenu

  4. Click Actions

  5. Select Add New Funding Account from the drop-down menu

  6. Complete the Add New Funding Accounts form wizard

  7. Click Save and Yes to confirm

View, Edit, or Deactivate Funding Account

  1. Log in to profile

  2. Select Authorization from the main menu

  3. Select Funding Accounts from the submenu

  4. Use the filters to refine and click Search

  5. Click anywhere in the funding account row to open the account details

  6. Click Actions 

  7. Select Edit Account from the drop-down menu

  8. View or make edits in the Edit Account form wizard

    1. To deactivate the funding account, change the status to Inactive.

  9. Click Save and Yes to confirm

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