Funding Streams

Arbor Finance allows you to have the ability to add a Funding Stream to your transactions and report on Funding Streams to keep track of Expenditure and Income for a particular Funding Stream. Funding Streams can be created for any type of Income and Expenditure that would typically use more than one Budget code and/or Analysis code. Examples of Funding Streams might be Pupil Premium, Sports Grants or PTA funds.

Creating a Funding Stream

1. To create a cost centre go to Records > Analysis Records
2. Choose the Funding Streams tab
   
   
   
   
3. To create a new Funding Stream click the Add button on the right of the screen
4. Add the Funding Stream code and Description
5. Click Save to complete the action
6. To create another code repeat steps 3 to 5

Editing or Deleting a Funding Stream

1. If the Funding Stream is not visible in the left-hand pane, click in the Search box and type the Code you are looking for.
   
   
   
   
2. Select the Funding Stream you want to change or delete (it will turn light blue)
3. Use the Edit or Delete buttons on the right to change or delete the Funding Stream

Adding a Funding Stream code to a transaction

To add a Funding Stream to a transaction use the Funding Stream box within the transactions you are creating, this is similar to adding a Budget or Analysis code.

Funding Streams are not mandatory so be sure to add them before clicking the Save line.

Reporting on Funding Streams

There are a range of ways to get information about Funding Streams.

1. Use the reports on the Funding Streams Tab (Records > Analysis Records > Funding Streams)
   
   
   
   
2. Use the reports in the Reporting area (Reporting > Records)
   
   
   
   
3. These reports can be found in the Records area under the Funding Streams & Cost Centres section