Funds

What it is

Separate pots of money, some restricted to a specific purpose.

Why it matters

Keeps donated or grant money from being spent on the wrong thing.

When to use it

Finance staff use funds to show what each pot of money is for.

Who uses it

Administrator

How to get here

1. Sign in as Administrator (see Signing in).
2. In the left menu, click Accounting to open it.
3. Click Funds.

What you see

Funds · click the picture to enlarge

• The list has these columns: Code, Name, Kind, Balance account, Status, Actions. Click a column name to sort by it.

Buttons on this screen

• New fund — opens a form to add a new one. See Filling in the form below.

Using the list

Type in the search box to find a row. Use filters to narrow the list. Click a row to open it. More in Lists.

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