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The fund list - Product News

Fund Management now lists every fund with what it has to distribute, has paid and has left, totalled per currency.

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ForAdministrators

Screens use Backed's default words. If your organisation has renamed any of them under Settings > Organisation > Terminology, you see your own words instead.

See every fund in one list

Fund Management now opens the fund list. It needs both the Payments and Funds modules and the Can access Payments permission.

  • Each row shows the fund's External ID, Name, Distribution Amount, Paid Amount, Available Amount, Anonymous, Anonymous Name and Tags, each amount in the fund's own currency.
  • Custom fund fields marked Display in list follow Tags.
  • The totals row adds up the three amounts per currency, so AUD and NZD funds are never added together.
  • Search by name, anonymous name or External ID, filter by tag or fund type, and choose your columns under Columns.

See The fund list.