CNFS Offering - Funds: How to Hide Funds

 

Objective

To hide funds with contributions so that they are not visible to staff.

Funds with contributions can't be deleted, but they can be hidden.

WARNING:

If you hide a fund, contributions given to the fund will not show up in any reports or totals. Do not use this staff will need to look up or report on the contributions for this report.

To block new contributions to a fund, edit the fund and add an end date. Any contributions after that date will be rejected.

Training Steps

  1. Select the Offering module.
  2. Select the Funds tab.
  3. Click Fund Permissions.
  4. Select the fund you want to hide.
  5. Click Clear All.
  6. Click Save.

This will hide the fund from the view of all staff.

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