- Go to the Funds page by either:
- Using the Navigator Bar, select Funds
-or- - Using the Funds Card, select Go to Funds
- Using the Navigator Bar, select Funds
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Search for the Fund by either:
- Clicking the Magnifying Glass icon in the Search Field to display entire list of funds
-or- - Typing a Fund Name in the Search Field, then click the blue Search button (lower-right)
- Clicking the Magnifying Glass icon in the Search Field to display entire list of funds
- To edit Fund Details of a single Fund, including its Active status, click the listed Fund Name
- After fund details are saved, a comprehensive view of all Funds is listed on the module's Funds page.
- Each fund row has columns to display the following:
- Fund Batches Icon
- Fund Name
- Fund Account Number
- Organization Using the Fund
- Tax Deductible Status
- Fund Start Date
- Fund End Date
- External ID
- Diocesan ID
- Each fund row has columns to display the following:
- To view a Fund's Active status, click the Fund Name. Data for deactivated funds is not be available for reports nor contributions.
- If the fund has an End Date, after that date it will still be available to select for reports, but it will not be available for contributions.
Updated