How to add a fund
- Go to the Funds page.
- Using the Navigator Bar, select Funds.
-or- - Using the Funds Card, select Go to Funds.
- Using the Navigator Bar, select Funds.
- To avoid duplicates, search for the fund before adding.
- To add a new fund, click the add action button in the upper right corner of the screen.
- Fill in each option according to your requirements and then click the save action button.
- To review the definition of each field and how each choice affects fund functionality, see the in-app Development Manager Help file for Fund Details.
- Click the following links to learn how to update your fund settings for Permissions, Frequency, Appeal (types), Goals, Refunds, Parish Reports, and Designations.
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