Skip to main content
BackedHelp Centre

A fund's record and its child funds - Product News

Open any fund from Fund Management to see its own amounts, and every fund below it with the amounts rolled up per currency.

Published

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.

Open a fund

Each fund's name in Fund Management now opens its record. The header shows the fund's External ID, Fund Type, Parent Fund and Currency.

  • Overview shows the fund's own Distribution Amount, Paid Amount and Available Amount, and its description.
  • Child Funds lists the fund and every fund below it, each with its own three amounts, and a Total row that adds them up over the whole hierarchy. Funds in more than one currency get one total row per currency, so AUD and NZD are never added together.

See A fund's record and its child funds.