👤 This guide applies to the Funds module and is relevant for users with the Administrator, Fund Manager, and Fund Reviewer role.
What Are Initiatives?
The Initiative feature has been updated to allow Fund Admins to create and mange Initiatives from a single, centralised location rather than duplicating within each individual fund.
Previously, Initiative Types had to be created separately for each fund, even when they served the same purpose. Now, Initiatives only need to be added once and can be applied across multiple funds.
This update streamlines claim classification, improves reporting accuracy, and ensures consistency across all your fund activity.
This guide explains how the new structure works, including step-by-step instructions on creating, managing, and applying Initiatives.
What Has Changed 🚀
Previous Process
Initiative Types were located in MyFunds → Select a fund → Fund Settings → Initiative Types.
Initiative Types had to be created within each fund, even if they were used across multiple funds.
New Process
Initiatives are now located elsewhere in the hierarchy. Navigate to Funds then select Settings → Initiatives, avoiding unnecessary duplication within individual funds.
Initiatives only need to be added once and can be applied to multiple funds, streamlining approvals and reporting. This reduces admin time and ensures teams are using consistent classifications.
This update removes duplicated setup work, reduces classification errors, and simplifies how your team manages claims across multiple funds. By aligning Initiatives at a higher level your reporting becomes clearer, faster, and more accurate.
How to Create an Initiative Type
Click Create Initiative
This will open the first Create Initiative Modal
Define:
Name
Associated Funds
Single or multiple claim items
Pre-approval on/off
Set As Active
Notifications on/off
Click Next: Claim Setting
This will open the second Create Initiative Modal.
Define Required Documents
Define:
Description
Assign Tag Groups
Required documents
Reimbursement rate
Maximum Reimbursement Per Period
Maximum expenditure threshold.
Click Save.
What are Associated Funds
Associated Funds refer to all funds linked to a specific Initiative.
This ensures that claims submitted under the Initiative are accurately categorised.
Who Can Use Initiatives?
Roles | User Access |
Funds Reviewer | Can View Initiatives |
Funds Manager | Can manage, configure, and edit Initiatives |
FAQ
What if I am unsure which Initiative to use?
What if I am unsure which Initiative to use?
If you are unsure which Initiative Type to use, click the ◂ Icon next to each Initiative Type for a drop-down with more information.
Related Topics 📚