To define a fund
- From Fund Raising, select Set up tables > Funds to display the Set up funds window.
- Click New.
- Enter the Code for the fund.
- Enter the Name of the fund
- (Optional) Enter the fund's Invoice/Receipt Address.
- (Optional) Paste the fund's Logo if available.
- (Optional) Enter the Letterhead like Single Line Address if applicable.
- Select the appropriate Taxation Method option.
- (Canadian taxation only) Enter the Tax Authority.
- (Canadian taxation only) Enter the GST Remittance #.
- (Optional) Add any interest codes to be associated with the selected fund in the Interest Code field, or press Ctrl+L to select interest codes.
- Click Save.
- Restart iMIS.
Note: If you defined a fund as the default organization in the Organization Names window, the fund will have an asterisk next to it in the Org Codes scrolling list indicating that it is the default fund (and the default organization).
10.6 Production Release. Updated 1/30/2006 2:07:17 PM
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