PSFS Offering - Funds: How to hide funds

How to hide funds with contributions so they are not visible to staff

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

  • If you hide a fund, contributions given to the fund will not show up in any reports or totals. Do not use this if 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.
  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.

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

Related Articles

How to add a new fund

How to delete a fund

How to edit a fund's details

How to enable a fund for import

How to set up non-deductible funds

What do the different fund detail fields mean?

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