Important Note: You will only be able to edit and maintain Agency Services that are owned by your agency. By toggling Source: Inherit to Source: Own you are turning off all Inherited items and they will not be available in client profiles. Click here to learn more.
1. Click Agency Admin from the System Navigation Bar
2. Click on the Services tab
3. Be sure Agency Services is selected from the list on the left
4. Locate from the Agency Services list which service to which you wish to add Funding Stream(s)
5. Click the gear icon in that row
6. Under the Edit Service section in the upper portion of your screen, select all applicable check-boxes under Funding Streams*
7. Click Save Service
*If there are no options listed under Funding Streams, your organization has not added any yet
To learn how to Add a Funding Stream, click here.