Add funding sources

You can add a new funding source for your books, or delete an existing one.

  1. From the sidebar, click Settings.
  2. Under Funding Sources, enter a name in the Funding Source field.
  3. Click + to add the source to the list.

    Pop-up for selecting or adding a funding source

To delete a funding source:

Note: If funding sources are configured for your district, you cannot delete a funding source created by your District Administrator. Funding sources assigned by the district display the District-assigned funding source icon. icon.

  1. Next to the funding source you want to delete, click Delete icon.
  2. In the confirmation message, do one of the following:
    • Click Delete to permanently remove the funding source.
    • Click Cancel to exit.

    Note: If funding sources are required, and titles are already associated with the funding source, you are prompted to move those titles to a different funding source before you can delete it.

    Delete Funding Source pop-up with alternate funding source drop-down.