Add/Edit Fund

In order to record offerings, you'll first need to have contribution funds to record those offerings to. The article below walks you through how to add and edit fund records.

Add Fund

1. To access the Fund records, open the contributions module, and under Giving, click "Funds."
2. This will display the fund records grid showing each of your Funds.
3. To add a new Fund click the "Add" button at the bottom of the grid.
4. In the window that appears, the next fund number in sequence will automatically appear in the "Fund Number" box. You can change this to whatever available number you would like, between 1 and 999999999
5. The next three checkboxes are optional. The "Inactive fund?" checkbox will make a fund inactive. This means no new offerings can be added to that fund, but any existing offerings will still be in the system. The "Enable renewable pledges" option will make it so pledges made to this fund can be renewed for additional years. The "Enable FASB 116 for this fund" checkbox determines whether FASB 116 is considered when posting an offering batch and making an automatic deposit to the Finance module. FASB 116 should only be used under the guidance of an accounting professional.
6. The Bank account, Offset account and FASB 116 receivables account (only enabled if you check the "Enable FASB 116 for this fund" checkbox) boxes are used for directing any offerings given to this fund to the appropriate account if you elect to have Shepherd's Staff create a deposit in the finance module when posting an offering batch.
7. Click the "Note" button to add any notes you may want to record about this particular fund.
8. If adding multiple funds at once, check the "Add multiple?" box. This will keep you in the "Add fund" window so you can add your next fund when you click "Save". 
9. Click "Save" when finished adding your funds.

Edit Fund

1. To access the Fund records, open the contributions module, and under Giving, click "Funds."
2. This will display the fund records grid showing each of your Funds.
3. Either double-click the fund you want to make changes to, or click the fund you want to make changes to and click "Edit" at the bottom of the grid.
4. You can then change any aspect of the fund, including Fund number, Fund name, "Inactive fund?", "Enable renewable pledges", "Enable FASB 116 for this fund" or any of the finance account boxes.
5. Click "Save" when finished editing your fund.