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

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

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 check box 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.