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Add and edit funds, and a fuller fund record - Product News

Add a fund or change one from Fund Management, see every field on its record with its payments and history, and see each batch line's fund.

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ForAdministrators

What's new

  • Add a fund. Plan > Funds has a New Fund button. The form takes the fund's name, amount and currency, tags, description, internal notes, External ID, parent fund, fund type, distribution mode and frequency, and your own custom fund fields. A name or External ID another fund already has is refused on its field. See Add or edit a fund.
  • Edit a fund. The same form opens from a fund's record, with what it holds today. If someone else saved the fund while you had it open, the form asks you to reload first.
  • Donor anonymity kept in step. Ticking Anonymous sets Donor Anonymity to Anonymous, and choosing a Donor Anonymity ticks or unticks the box to match. Either anonymous choice needs an Anonymous Name.
  • Accounting Code while connected. Accounting Code is on the form only while an accounting integration is connected. A code saved earlier is kept while it is disconnected.
  • A fuller fund record. A fund's record shows all of its fields, and gains a Payments tab listing the payments that carry the fund and a History tab of every change made to it. See A fund's record and its child funds.
  • The fund on each batch line. While Funds is turned on, a payment batch's lines show a Fund column naming the fund each payment is drawn from.