Adding Funding Sources

Funding sources may pay for some or all of the client's trips. Funding sources assigned in a client profile will appear when booking a trip for a client.

Before you begin

• A client profile must be open.
• Funding sources ancillary data must be created.

Procedure

1. Click the Funding Sources tab.
   The Funding Sources tab opens.
   
   
2. Click Add Funding Source.
   The Funding Source fields appear.
   
   
3. Select a source from the Funding Source dropdown list.
4. Type or select a date in From Date and To Date.
5. Select a number from the Order dropdown list.
6. Select Yes or No in Set to Default.