The Funding tool provides the ability to document and track expenses for both primary and sub-granted funding sources, in association with Service Items recorded in the client record. Funding sources are set up at the agency level and then assigned to service items.
To manage funding sources, click the Launchpad icon and navigate to Manage > Funding (figure 1) (ensure that you are switched into the correct agency).
Primary Funding can be used to track any funding provided directly to an agency. To create a primary funding source, click Create Funding (figure 2).
This will take you to Create Funding where you can enter the details of your funding source. The fields that display within a primary funding source are the same as those the display for sub-granted funds.
Fund Name: it can be helpful to use acronyms to indicate what program the funding is attached to, as well as the fiscal year. For example, "ESG FY 2019-2020".
Fund Amount: the total amount allotted to your agency by the funding source. Note: this amount does not reflect Direct Expenses (described below) and will not adjust according to any Direct Expense activity.
Status: used to indicate if the agency is currently drawing funds from the source or not.
After clicking Add Record, additional fields will display (figure 3).
Direct Expenses: expenses that have been applied to the funding source. This field will automatically update whenever a service item associated with the funding source is recorded with an amount in a client record.
Total Available: this field also automatically updates based on service item activity, deducting the Direct Expenses amount from the original Fund Amount.
Sub Granted: this field indicates any amount that has been sub-granted from the fund source.
Portions of a Primary Funding source can be sub-granted to other agencies within Clarity Human Services (and, if applicable, further sub-granted by those agencies). See Sub-Granted Funding Sources for more information on sub-granted funding.