How to edit a fund
1. Go to the Funds page by either:
- Using the Navigator Bar, select Funds
-or- - Using the Funds Card, select Go to Funds
2. 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)
3. To edit Fund Details of a single Fund, including its Active status, click the listed Fund Name
4. [expanding this image to explain editing options for all fields of both Fund and Permissions tabs]
5. 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:
- a) Fund Batches Icon
- b) Fund Name
- c) Fund Account Number
- d) Organization Using the Fund
- e) Tax Deductible Status
- f) Fund Start Date
- g) Fund End Date
- h) External ID
- i) Diocesan ID
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.
[currently editing this image to Fund page columns]
Updated