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Rules and conditions on a fund - Product News

Set who a fund can pay, the most one recipient can receive, co-funding and the donor's conditions on the fund record's new Rules and Conditions tab.

Published

ForAdministrators

What's new

  • Rules and Conditions tab. A fund's record has a Rules and Conditions tab, after Distribution Rules. If you can change funds, tick the Eligible Registration Types and Eligible Funding Categories the fund may pay, earmark it for chosen applicants, set a Maximum per Recipient and a Co-funding Required (%), list the donor's conditions, ask for the donor to be consulted before each distribution, and choose the fund's Distribution Mode. Select Save rules to keep them. Allocations and payment batches made after the change follow the new rules; those already made stay as they are. A fund with no rules works as before. See Rules and Conditions.