How do I calculate the total cash amount for an in-kind funding source?

A calculator tool is available in the Create Funding Source modal that can help determine the Total amount value for the funding source based on in-kind categories and items.

Tip: In-kind categories and items must be created in the client's account to use this tool. Learn more.

  1. In the Create Funding Source screen, select Calculate total amount.

  2. Select the checkbox next to the in-kind items to include in the calculation.

  3. Specify the number of units for each item checked.

  4. Refer to the Total Amount field for the cash value. This field will automatically update based on the amount in the Total value field (i.e., number of units multiplied by the value of the item) of each item selected.

  5. Select Next to return to the Create Funding Source and finalize creation of the funding source.

Note: All items selected in the calculator are to help determine a cash value only. These items will not be associated with your final funding source in any way. Awards and payments based on this funding source will not be limited to the items used in the calculator to determine the cash value.