Could there be some sort of tool tip or reminder on the Add Program screen that reminds us to go to the Field Editor to create the new funding source name? Or even better, allow us to add straight from the screen. Too many steps are involved when it comes to setting up new funding sources.1 vote
Service funding sources are listed in the dropdown it isn't in alphabetical order which make it a bit of a mess for people to use. Alphabetical sorting would be easier!8 votes
When Direct Expenses are enabled for a Funding Source, it would be very helpful to add a feature that limits any Service Expenses to be charged in excess of the Fund Amount -ie, Direct Expenses cannot exceed Fund Amount; Total Available > 0. This feature could be added under "Eligibility" or it could be a flag that pops up when a user tries to add a new Service Item. Thanks.2 votes
Limit the funding dropdown on the service tab (under program enrollments) to list only the funding sources currently tied to the program. Currently, it lists all funding sources set up for the agency, which can lead to data quality issues if the user chooses a funding source that the program does not have. The list should be limited to the sources tied to the program in the setup.5 votes
Our team is working through what it would take to incorporate this idea in a future development cycle. We do not yet have a timeline for its development.
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