Expense Funding Sources

Funding Sources allow you to track how an expense will be funded. Funding Sources can be added to Expense Forecasts and Expense records. 

Creating and Managing Funding Sources

Funding Sources are managed in TDAdmin > Time & Expense > Funding Sources. Administrators can create, edit and delete funding sources. Each funding source includes a Name and Description field. 

Funding Sources and Expense Forecasts

Funding Sources can be added to expense forecasts, representing how the project will be funded. When creating or editing an expense forecast, the funding source attribute will be available. A summary of the funding sources will be available on the Project Details page.  

Funding Sources and Expenses

Funding Sources can also be added to Expense records. When adding an Expense, the Funding Source field will be available. The Funding Source column is also available in the Expenses report source.