Create a Fund
- Navigate to the Funds page.
- Click Create in the left-side menu.
- Complete all applicable fund fields and settings.
- Name, Group, and Checking Account are required fields.
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Hover over the SmartTips (question mark icons) in CommunitySuite for field guidance.
- After completing the applicable fields and settings, click Create.
Grants cannot be created for this fund until at least one grant approver has been added, and the system will show a yellow message at the top of the fund record with this reminder.
Edit a Fund
Funds can be edited one at a time or in bulk.
Edit a Fund
- Navigate to the Funds page.
- Enter the fund name in the Search Fund field and select the Fund you want to edit from the drop-down list.
- You can also click List in the left-side menu to view a list of all funds. Click the ID of the fund that you want to edit.
- You can also click List in the left-side menu to view a list of all funds. Click the ID of the fund that you want to edit.
- Click Edit in the left-side menu.
- New admin fee types can be added prior to clicking Edit.
- Complete edits to applicable fields and settings, and then click Save.
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Hover over the SmartTips (question mark icons) in CommunitySuite for field guidance.
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Bulk Edit Funds
The Bulk Edit Funds article provides instruction on how to edit all funds or funds in a particular group/subgroup/division/segment.