PSFS Offering - Funds: How to add a new fund

How to add a new fund

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

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: Use the following steps 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, you can post pledges and contributions to the fund.

  1. In Offering, select the Funds tab.

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

  3. Click + Add FundIf the Add Fund button is disabled (dimmed), you do not have organization administrator privileges assigned to your login credentials.

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

  2. At the bottom of the window, click Add Fund. A confirmation window is displayed to let you confirm the details of the newly created fund:
      

  1. If the fund details are correct, click Close to exit. 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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