Funding Sources Used on Multiple Client Accounts


This report lists funding sources (CC or ACH) that are used on more than one member's client account. You can use this report to check for potential errors with funding sources applied incorrectly to multiple members and agreements.

  1. Choose from the following parameters:
    1. Division
    2. Business Unit
    3. Agreement Status
    4. Tender Type(s)
    5. Threshold
    An example of the generated report.
  2. Click the Generate Report button to apply your chosen parameters and load the report.
    1. The report will be grouped by Funding Source.
    2. Click the Excel or PDF buttons to export the report to the corresponding file format.
    An example of the generated report.