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Choose the fund a payment is made from, and see fund balances - Product News

Change a payment's fund while it is pending, name one on Add Payment, and see each fund's balances and payments under Payments.

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What's new

  • A payment's fund. While Funds is turned on, a payment in a batch shows its fund, starting with the fund its application is allocated to when there is just one. Change or clear it while the payment is Pending Approval; once approved it can't change. See Building a payment batch.
  • Add Payment and the payment form. Add Payment can name the fund a payment is made from, and a pending payment's Edit form can change it. See Paying a milestone from its page.
  • Funds under Payments. A Funds tab beside Payment Batches lists each fund's balances and unpaid total with totals per currency, and the payments made from your funds, filtered by fund and status, each linking to its batch. See Funds in payments.