IO Funds - Add: How to add funds

How to add a fund

If you are new to our Redesigned Offering Module, you may benefit from reading the article, How to navigate the Redesigned 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.
    • Account Number: Use this field to associate the fund record with a specific account in your organization's financial system (chart of accounts); this is to enable your organization to identify and keep track of the financial activity of the fund in the associated account and to ensure accurate reporting and integrity of the records should your organization be audited.
    • External ID: This can be used to relate this fund to any third-party software such as online giving.
    • 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.
      • If you use ParishSOFT Giving, pledges do not sync. We recommend that you do not mark the box for "This fund requires pledges." 

 

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