PSFS Offering - Funds: How to add a new fund

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.

Sections in this article

 

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.

 

Adding a New Fund

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

  2. Click Funds.

  3. Click + Add Funds.

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 Add Fund. 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 Close to exit.

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

If the fund details are not correct, click Edit. For instructions on editing a fund's details, see How to edit a fund's details.

 


Related Articles

How to edit a fund's details

How to set up a fund (video)

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