Create and Edit a Fund

Create a Fund

1. Navigate to the Funds page.
2. Click Create in the left-side menu.
3. Complete all applicable fund fields and settings.
   • Name, Group, and Checking Account are required fields.
   • Hover over the SmartTips (question mark icons) in CommunitySuite for field guidance.
     
     
     
     
4. After completing the applicable fields and settings, click Create.

Edit a Fund

Funds can be edited one at a time or in bulk.

Edit a Fund

1. Navigate to the Funds page.
2. 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.
     
     
     
3. Click Edit in the left-side menu.
   • New admin fee types can be added prior to clicking Edit. 
4. Complete edits to applicable fields and settings, and then click Save.
   • Hover over the SmartTips (question mark icons) in CommunitySuite for field guidance.
     

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.