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Set up funds window

10_6_FR_SetUpFundsWindow

The Set up funds window can be reached by selecting Fund Raising > Set up tables > Funds.

Fund Codes

Displays a list of all currently defined fund codes.

Fund

Designates the currently selected or the new fund code.

Name

Designates the full name of the organization or fund.

Invoice/Receipt Address

Designates the mailing address of the fund.

Logo

Designates the fund's logo that will be used on reports that include the logo.

Letterhead like Single Line Address

Designates the fund's letterhead if it is a single line address line.

Interest Code

(Optional) Enter the interest codes associated with the fund.

Taxation Method

Designates the taxation method used for this organization/fund. Choose one of the following options:

Registration Number

(Optional) Designates the registration number associated with the fund. The registration number is used with the Fund Raising receipting function.

See Also

Designating your organization as a fund

To designate your organization as a fund


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