PSFS Offering - Funds: How to get a fund to display as an option in contribution reports

How to get a fund to display as an option in contribution reports

Also described as 'Why you might not see certain contributions in giving history'

If you cannot see a fund within a particular report, the fund may need to be set to Tax Deductible. You can set the fund to Tax Deductible by clicking on the Offering Tab, then clicking on Funds


Click on the Edit icon in relation to the fund you cannot see in the reports. 


Click the Edit button.


Finally, click the Tax Deductible checkbox and click Save


Related Articles

Fund Details

How to add a new fund

How to add a new fund (with Video)

How to edit a fund's details

How to set up non-deductible funds

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.