Sources of funds and co-funders - Product News

What's new

• Sources of funds. Plan > Funds has a Sources of funds list: the upstream agreements and funds your grants are paid from, each with its amount, what is attributed and what it has left. Close a source that is spent; one still in use can't be deleted. See Sources of funds.
• Whose money each grant is. An approved application's Sources of funds panel splits its approved amount across sources by percentage or amount. What is left is Unattributed, your organisation's own money, and lines that come to more than the approved amount show Over-attributed until you correct them.
• A default split per round. Default split for new grants attributes each application approved after you set it, and never rewrites one that already has lines.
• Totals per round and program. A grant's page and a program's page total each source, with what it has paid to date, counting each application once.
• Co-funders on rounds and applications. Pledge a co-funder from your co-funder register to a round, then give it a share of an application. The application shows its funded total and each share's percentage, and a co-funder's shares in a round never pass its pledge. See Co-funders on grants and rounds.
• Kept apart from your money. A share is never counted in your organisation's approved amounts, payments, funds or sources, and the new Co-funders data source in Data Reports lists every share by status. Backed sends nothing to a co-funder.