A Fund is the destination for the money - the 'pot'. For example you may have a range of reserved funds and a general fund. A Fund exists on the Allocation part of a Transaction.
Funds are to be used in your financial transactions, main transaction default settings and financial settings for donation Forms and Web Widgets.
To add a Funds
Open Settings > Configuration > Funds
Click on the + icon to the right of the screen
Enter the description for the Fund being added
Ensure it is set to Active
Add an Accounts Interface Code (if required) - this will be exported as part of the Accounts Download process
If you are wanting to use the Fund as a selectable option within your online Forms, add a description to the field: Description of fund to show on forms
Click on Save Changes
Reporting on Funds in Lists
In your List, open the Columns fields and click into the search field, type 'Fund' - the options will then be displayed - select the one that says: Fund
The Donorfy Academy features a learning course for Financial Settings - enrol here