Funding Sources & Funding Allotments

SUMMARY:

This document provides instructions on creating and managing Funding Sources and Funding Allotments in empowOR to track expenditures for client assistance.

Creating a Funding Source

1. Navigate to Admin ➤ Funding Sources Set Up and click ADD NEW FUNDING SOURCE.
2. Enter a Funding Source Name (required) and any additional details (optional).
3. Click SAVE to enable Funding Allotments.
4. Multiple Funding Allotments can be added to a single Funding Source.

Adding a Funding Allotment

1. Click ADD NEW ALLOTMENT within a Funding Source.
2. Enter:
   • Allotment Name
   • Allotment Date From (when funds become available)
   • Amount
3. Click SAVE to finalize.
4. Optional fields: Date To, Funding Type, Grant Number, Account Number, Notes.

Editing & Adjusting Allotments

• Edit an existing allotment by clicking the amount (overwrites balance history).
• Use ADD NEW AMOUNT to adjust funding (add or subtract funds with tracking).

Setting Allotment Limits (New Feature as of Sept 4, 2024)

• No Limits: Default setting.
• Household Size Limits: Scaled limits based on household size.
• Universal Household Limit: Single limit regardless of household size.

Viewing Transactions

• Transactions can be viewed at:
  1. Funding Source Level – Lists all transactions across allotments.
  2. Funding Allotment Level – Shows transactions for a specific allotment.

Once configured, Funding Sources and Allotments can be linked to Non-Program Services and Programs for proper fund allocation.