The FellowshipOne + Shelby Financials Integration allows users to map funds in FellowshipOne to accounts in Financials.

To Map Funds & Sub Funds in FellowshipOne to Accounts in Shelby Financials:

1. Go to Giving > Financials > Map Funds
2. Select Map Accounts link to the right of the desired Fund/Sub fund
3. Select Company, Year, Bank Account, & Income Account
4. Select Save

To copy the accounts selected for a Fund to all visible sub funds, select the action gear & choose Copy accounts to all sub funds.

To Edit Mapped Funds:

1. Select action gear to the right of the fund or sub fund
2. Select Edit Accounts
3. Select the desired Company, Year, Bank Account, or Income Account & make the change
4. Select Save

To Remove Mapped Funds:

1. Select action gear to the right of the fund or sub fund
2. Select Unmap Fund