A Fund represents the destination for the money.
For example you may have a range of reserved funds and a general fund.
A Fund exists on the Allocation part of a Transaction.
Funds are to be used in your financial transactions, main transaction default settings and financial settings for donation Forms and Web Widgets.
Add a Fund
Navigate to Settings, then click Configuration.
Select Funds.
Click on the plus icon to the right of the screen.
Fill the description for the Fund you want to add.
Ensure it is set to Active.
Add an Accounts Interface Code (if required), this will be exported as part of the Accounts Download process.
If you want to use the Fund as a selectable option,add a description to the field, Description of fund, to show on forms.
Click Save Changes.
Reporting on Funds in Lists
In your List:
Open the Columns fields.
Click into the search field.
Type Fund, the options will be displayed.
Select the one named Fund.
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