Limit Batch Postings to One Fund

This article explains how to configure your settings to ensure that each batch of contributions or pledges is posted to a single fund. By disabling the option to allow multiple funds per batch, you can streamline your posting process and maintain clearer financial records.

  1. Go to the Settings page.
    • Using the Navigator Bar, select Settings.
      -or-
    • Click the Home button. Then, using the Settings Card, select Go to Settings.
  2. To ensure contributions or pledges are posted for one fund in each batch, unmark the option to allow multiple funds per batch.
    Multiple funds option screen.png
  3. Click save.png in the upper right corner of the screen.

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