Before you enable revenue funds, it's important to ensure using this tool is in line with your budget process. Click here to read more about the different ways to setup your budget process in OrgSync.
To enable Revenue Funds, select the admin dropdown in the top right of your screen, select your umbrella, hover over Requests, then choose Budgets. Next, select the Settings tab on the left side of the page. Look for the Revenue Funds checkbox under the section titled Process Setup. Click the checkbox next to the revenue funds option and save at the bottom of the page. This is a seamless transition for umbrella administrators because all incoming revenue requests filter to the same budget request list under the current budget period. Click here for a complete walkthrough of the Revenue Funds tool at the portal level.
The request list treats revenue requests the same as any other budget request. The decision process, reviewers, documents, and comments all follow the same principles. Click here if you would like to learn more about deciding budget requests.