How to Add a New Fund Record
What Is a Fund?What Is a Fund?
A fund is a repository for monies collected or to be collected for a specific financial purpose. An organization can have any number of funds, each for a specific financial purpose. For example, funds can be created to support church building and repair projects, scholarships, relief services, and the training of seminarians and lay ministers, to name a few.
The Fund setup lets you add a record for each of your organization's funds. The fund record provides pertinent details about the fund, including its start and end dates and tax-deductible status.
To view the Funds page, you must have Organization Admin permissions tied to your login credentials. If you do not have Organization Admin permissions, the Funds option in the navigation bar is not visible.
- Open the Funds page.
- In the upper-right, click
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(Add New Fund).
A new (blank) fund record is displayed. For descriptions of the fields, go to Fields in the Fund Record.
- Enter details for the fund. Note that an asterisk indicates required information.
- Click
to save the new fund record.
The system adds the fund to the list on the Funds page. Now that a record for the fund is in your system, you can configure permissions to the fund. For details, go to How to Grant Fund Permissions by Fund.
Related Topics
How to Grant Fund Permissions by Fund