CNFS Offering - How to Add A New Fund

Use this procedure to set up a Chart of Accounts in the Offering application or to add a new fund to an existing Chart of Accounts. After you add a fund, it appears in the Funds list on the Fund Management page, and you can then post pledges and contributions to the fund.

To add a new fund, you must have organization administrator privileges assigned to your login credentials.


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Navigation

To facilitate data entry when adding information to a new fund record, press the Tab key to move sequentially through the fields on the form.

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Adding a New Fund

  1. If you manage several organizations, select the desired organization from the Organization List.

  2. Click  to display the Fund Management page.

  3. Click .

The Add Fund button is disabled (dimmed) if you do not have organization administrator privileges assigned to your login credentials.

The Add Fund window is displayed:

  1. Complete the details for the fund. See Fund Details for descriptions of the fields.

  2. Click .

A confirmation window is displayed to let you confirm the details of the newly created fund:  


  1. Do one of the following:

  • If the fund details are correct, click   to exit.

You return to the Fund Management Page. The fund is added to the Fund list.

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