Close Funding Sources

A funding source can be closed or archived if it should no longer be made available for payments but still be shown in the system.

Warning: Closing a source will prevent it from being added to open budgets. If this source is currently attached to a budget, then any funds that have not been used will be made unavailable for future payments.

Note: Closing a funding source is not the same as deleting it. Instructions for deleting a source can be found here.

1. Navigate to the Program Setup > Funding Sources area.

2. Find the funding source to be closed in the Open Sources tab.

3. Select the ellipsis icon next to the source and then Close funding source.

4. Confirm the action to close the funding source.

The funding source will be moved to the Closed sources tab on the Funding Sources page.