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.
Add a Fund
Go to Settings, then click Configuration.
Select Funds.
Click on the plus 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 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
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