Funding Sources

Funding sources record where the money for a device purchase came from, such as your General Fund, Title I, E-Rate, a local bond, or a named grant. Assigning a funding source to a device lets you see, at a glance, how your fleet maps to the budgets and grants that paid for it, which is invaluable at audit and grant-reporting time.

Managing Funding Sources

Go to Settings → Funding Sources.

From here you can:

• Add a funding source with a name and, optionally, a type, a reporting code, and a reference from your finance system.
• Edit a funding source to update any of its details.
• Deactivate a funding source you no longer offer.

Adding or editing a funding source

Select Add Funding Source (or Edit on an existing one) and complete the form:

• Name (required): what you call this source, for example Title I or E-Rate.
• Type: a broad category such as Federal, State, Local, Grant, or Bond. Pick one of the suggestions or type your own.
• Reporting Code: a short code you use for this source in your own reporting. Optional.
• External ID: an identifier for this source in your finance or accounting system, if you want to line the two up. Optional.
• Description: a note for your team about what this source covers. Optional.

Deactivating a funding source

When a source is retired, Deactivate it rather than removing it. Deactivating keeps the source on every device already assigned to it, so your historical records stay intact, but hides it from the picker so no one assigns it to new devices. You can reactivate it at any time.

Assigning a Funding Source to a Device

Open a device and choose Edit. Pick the funding source this device was purchased against and save. The funding source then appears on the device's profile.

If your district already recorded funding on devices before this feature, that information is brought over for you automatically, so your existing devices show their funding source without any manual work.