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  3. Funds



Funds

contains sub categories Admin Fees and Distributions

  • Admin Fees
  • Distributions
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  • Funds Settings
  • Funds Site Custom Content
  • Add Grant Approvers to a Fund
  • Add Voucher Approvers to a Fund
  • Apply Fund Statement Formats to Funds, Fund Groups, Subgroups, Divisions, and Segments
  • Available Cash Calculation
  • Spendable Balance
  • Close or Delete a Fund
  • Create and Edit Fund Beneficiaries
  • Create and Edit a Fund
  • Create Fund Groups, SubGroups, Divisions, and Segments
  • Delete a Fund
  • Edit Sort Order for Groups, SubGroups or Divisions*
  • Fund Restrictions
  • Interfund Transfer
  • Link a Donor to a Fund

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