IO Funds - Add: How to add funds

How to add a fund

If you are new to Isidore Offering, you may benefit from reading the article, How to navigate the Isidore Offering Module.

  1. Go to the Funds page.
    • Using the Navigator Bar, select Funds.
      -or-
    • Using the Funds Card, select Go to Funds.
      Funds_Screen_Nav.png
  2. To avoid duplicates, search for the fund before adding.


  3. To add a new fund, click the add action button in the upper right corner of the screen. Add_Fund_From_Grid_View.png
  4. Fill in each option according to your requirements and then click the save action button.
    Add_Fund_Screen.png
    • Once the fund has been created and has been used, it cannot be deleted. To make it unavailable in that case, you must unmark the Fund Active checkbox and save the record.
    • This fund requires pledges:
      • Pledges may be added regardless of whether the checkbox for 'This fund requires pledges' is marked.
      • If it is marked, a contribution may not be added before a pledge has been added for a member or a family.

 

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