Add a New Fund

To add a new fund, please follow the steps below:
 

1. Click Giving > Setup > Funds
2. Enter Fund name
3. Optionally, enter Fund code
4. Choose Fund type
5. Check Allow online giving box if this fund is for online giving
  • Note: If this fund will be used for Online Giving, please firstly ensure that you have your payment gateway configured & account references added. 
6. Optionally, select Account reference descriptions
7. Click Add fund

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