The Funds menu provides access to those tools that manage funds and allows full fund accounting for Not for Profit organisations. In addition activities can be setup and used as another level of analysis; for example each project may be set up as an activity and reported on with a full income and expenditure report.
Funds and Activities can be set up and the details edited as necessary.
A Fund type must be selected from one of the following types.
- Endowment Capital
- Endowment Expendable
- Unrestricted Designated
- Unrestricted General
If you are unsure which to select please consult your advisor.