{"id":1832,"date":"2020-03-20T15:25:20","date_gmt":"2020-03-20T21:25:20","guid":{"rendered":"http:\/\/help.zoomgrants.com\/?post_type=ht_kb&p=1832"},"modified":"2025-07-24T12:14:10","modified_gmt":"2025-07-24T18:14:10","slug":"funding-sources","status":"publish","type":"ht_kb","link":"https:\/\/help.zoomgrants.com\/index.php\/zgu\/funding-sources\/","title":{"rendered":"Funding Sources"},"content":{"rendered":"\n

How It Works<\/h2>\n\n\n\n

The Funding Source features allows ZoomGrants Administrators to allocate and track funding from specific sources to programs and applications.<\/p>\n\n\n\n

How To Set It Up<\/h2>\n\n\n\n

Account Settings > Account Details Tab > Funding Sources Tab<\/span><\/span><\/p>\n\n\n\n

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To set up the Funding Sources feature, first you need to ensure ZoomGrants has turned it on for the account, and then for each program in which you wish to use the advanced budget tracking features it provides.  <\/em><\/p>\n\n\n\n

Step 1: Set up the different funding sources at the Account level<\/h2>\n\n\n\n

The first step is to create the different types of funding categories which you would like to track and from which you will be able to \u201cdraw\u201d funds from to allocate to programs.<\/p>\n\n\n\n

Start by clicking the  “Funding Sources” tab which is displayed in the upper right hand corner under the Account Settings tab. (If you do not see this button, contact ZG support (<\/em>adminquestions@zoomgrants.com<\/em><\/a>) to ask that Funding Sources be turned on for your account. )<\/em><\/p>\n\n\n\n

Add New Funding Source<\/h3>\n\n\n\n

Account Settings > Account Details Tab > Funding Sources Tab > Add New Funding Source Tab<\/span><\/span><\/p>\n\n\n\n

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Click the \u201cAdd Funding Sources\u201d tab,  and complete at least the required information (marked with a red asterisk) to capture other basic information about that funding source. You can easily open it to edit this information later if needed.<\/p>\n\n\n\n

Complete the Funding Source <\/em>section by inputting the following required fields that are denoted with an asterisk:<\/p>\n\n\n\n

Funding Title
Amount
Organization Legal Name
Funding Contact First Name
Funding Contact Last Name
Funding Contact Email Address<\/span>

Any additional information can be added to help define the Funding Source, however, it is not required for the Funding Source to be saved<\/em> inside of ZoomGrants.<\/em><\/p>\n\n\n\n

Funding Source Organization<\/h4>\n\n\n\n
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When completing the Funding Source Organization<\/em> section, choose from previously used organizations or click the magnifying glass icon to search for the Funding Source Organization in our records.<\/p>\n\n\n\n

In the Organization Search<\/em> window, either enter the organization name or EIN number. If your search matches the organization you’re looking for, click the select<\/strong> link to the left of the record to choose that organization and auto-populate the organization fields.<\/p>\n\n\n\n

If your search does not yield the result you’re looking for, do another search, or close the window. If you don’t find it in our records, you can input the organization information manually. <\/p>\n\n\n\n \t\t

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\r\n \t\t\t\t\tYou do not have to complete the search, and can immediately close out the pop up box that will appear, but only by completing that action will the system be prompted to allow you to manually complete the Funding Source Organization Name, to avoid duplicate entries. You can select from the previously used organizations once a funding organization is created. \t\t\t\t<\/p>\r\n \t\t\t \t\t\t\r\n \t\t<\/div>\r\n \t\t\n\n\n\n

Funding Contact<\/h4>\n\n\n\n

Complete the Funding Contact<\/em> section by inputting the contact information or choosing a person from the list of previously used contacts. Note that the contact person is typically the administrator within your organization primarily responsible for that funding source.<\/p>\n\n\n\n

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Click the \u2018Add Funding Source\u2019 button at the bottom of the page once complete, and you should next see the Funding Source displayed under the \u2018Open Funding Sources\u2019 tab.<\/p>\n\n\n\n

Step 2: Allocate funding sources to Programs in the account<\/h2>\n\n\n\n

Program Setup > Financial Tab<\/span><\/p>\n

Once all of your different funding sources have been set up, you would next need to allocate funds to each program.<\/span><\/p>\n

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  1. Click into any program, then click into Program Setup, and then click the Financial tab.  Near the top, <\/span>uncheck <\/i><\/b>the box which asks if you want to \u2018Hide Funding Sources\u2019.<\/span>\"\" \n