Use this procedure to set up a funding agency.
From the Left Navigation menu, select Funds Management, then Funding Agency.
The Funding Agency Summary page displays.
Select the FY from the dropdown menu.
Click Go.
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All of the existing funding agencies for the selected Fiscal Year (FY) are displayed. The user must validate that the funding agency they wish to create does not already exist. A new funding agency cannot be created if the books for the selected FY are closed. |
Click New.
The Funding Agency Detail page displays.
In the Funding Agency Information section:
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The Funding Agency Name field is read-only and defaulted to Department of Social Services. The Funding Agency Type field is read-only and defaulted to Child Care Funds. When creating a new funding agency, the Effective Begin Date is disabled and defaulted to the first day of the FY selected. It is only editable when updating an existing funding agency. |
In the Address Information section:
Enter the City, select the State and enter the Zip Code for the funding agency (required).
Complete the non-required fields as appropriate.
In the Contact Information section:
Complete the non-required fields as appropriate.
Enter any additional Comments in the box.
Click Save + Continue.
The Funding Agency Summary page displays.
The funding agency is established.
Updated 05/02/2014
