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.
- To access Fund Totals, click on Records, then Fund Totals.
- To move between tabs, just click on the tab you want to see.
- 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.
- Click Close to exit the window.