A Fund is the destination for the money - the 'pot'. 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.
To add a Funds
- Open Settings > Configuration > Funds
- Click on the + icon to the right of the screen
- Enter the description for the Fund being added
- 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 are wanting to use the Fund as a selectable option within online Forms, add a description to the field: Description of fund to show on forms
- Click on Save Changes
Reporting on Funds in Lists
In your List, click on the data field selector icon, and type 'Fund' into the search field - the options will then be displayed - select the one that says: Fund
The Donorfy Academy features a learning course for Financial Settings - enrol here
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