Fund Totals

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The Fund Total grid shows how much money was given to a specific Fund:

» By Day—Shows the daily totals of each fund. This is a good way to double-check your Batches and deposits.

» By Year and Month—Shows the monthly fund totals for each year. It may be helpful to export this grid to a spreadsheet.

» By Year—Shows the fund totals over years so you can see the trend.
Fund Totals are automatically generated from Offerings and cannot be manually added.

  1. To access Fund Totals, click on Records, then Fund Totals.
  2. To move between tabs, just click on the tab you want to see.
  3. To make changes to a Fund Total record, edit the associated offerings. When you Add, Edit or Delete Offering amounts, those changes are automatically reflected in the appropriate Fund Totals record.
  4. Click Close to exit the window.

 

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