Allocate Funds

Author: dasunhegoda

docs/tutorial/index.md

@@ -28,6 +28,7 @@ This Tutorials serve as a detailed manual for the utilization and navigation of
 - [Export Registrant Data](user_guides/export_registrant_data)
 - [Administrating role-based access](user_guides/administrating_role_based_access)
 - [Setting up service points](user_guides/setting_up_service_points)
+- [Allocate funds](user_guides/allocate_funds)
 
 <!-- - [User Management]
 - [Registrant Management]
@@ -69,6 +70,7 @@ user_guides/import_registrant_data
 user_guides/export_registrant_data
 user_guides/administrating_role_based_access
 user_guides/setting_up_service_points
+user_guides/allocate_funds
 
 
 ```

docs/tutorial/user_guides/allocate_funds.md

@@ -0,0 +1,39 @@
+# Allocate funds
+
+## Introduction
+
+This tutorial covers the step-by-step procedure on how to allocate funds for a project.
+
+## Prerequisites
+
+To allocate funds for a project, you need to:
+
+- Have the appropriate user role that enables you to create programs and allocate funds
+- Have existing individual records in your registry, either by creating records manually or importing records into OpenSPP.
+- An existing Program where individuals are registered.
+
+## Objective
+
+After completing this guide, the user will have learned how to allocate funds.
+
+## Process
+
+### Allocate funds to selected program
+
+Entitlements require allocated funds in order to be successfully approved and it is therefore a prerequisite to configure the fund allocation for a selected program before generating cycles and entitlements.
+
+After clicking **Programs**, select **Accounting** from the toolbar, and select **Program Funds** from the drop-down list.
+
+![](allocate_funds/1.png)
+
+You will be directed to the Program Funds page to set up the program fund.
+
+![](allocate_funds/2.png)
+
+When available, a reference number may be inputted manually into the **Reference Number** field. Otherwise, leaving this field empty will automatically set a reference number upon fund posting. From the **Program** dropdown, you may select by clicking on an existing program. Input the budget amount in the **Amount** input field. Click **Post** to confirm the fund posting.
+
+A pop-up message should appear, verifying that the funds have been posted.
+
+![](allocate_funds/3.png)
+
+You may also modify the **Date Posted** field to post the funding on a later date. Click on **ate Posted** and select a future date. Skip clicking on the **Post** button, then click on **Save manually** button. The funds will be posted on the desired date inputted. Please note, clicking on the Post button automatically sets the **Date Posted** field to the current date.