PSFS Tuition - Add Tuition Fund

This topic shows you how to add a fund (account) to the ParishSOFT Tuition application.

  1. Click  to display the Fund Page

This page lists all of the funds added to the Tuition application.

  1. In the toolbar, click .

The Add New Fund window opens:

  1. Specify details for the fund:
  • Fund #: the fund's account number.
  • Description: a descriptive name for the fund.
  • External Fund 1: if the fund has an account number or ID in an external system (for example, a QuickBooks account number), type that number in this field to facilitate integration of data from the external system into the Tuition application.  
  • External Fund 2: if the fund has an account number or ID in an external system (for example, a QuickBooks account number), type that number in this field to facilitate integration of data from the external system into the Tuition application.
  1. Click .

The fund is added to the list on the Funds page.

Next Steps

After you add funds, you can add invoice items that will be linked to those funds. See

PSFS Tuition - Invoice Items: How to add an invoice item

 

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