PSFS Tuition - Funds: How to add a tuition fund

How to add a tuition fund

 

  1. In the Tuition Tab, click Funds
  1. In the toolbar, click  +.
  1. Specify the 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), enter that number in this field to facilitate the 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), enter that number in this field to facilitate the integration of data from the external system into the Tuition application.
  1. Click Add Fund. 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 How to add an invoice item

 

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