The Funds menu provides access to those tools that manage funds and allows full fund accounting for Not for Profit organisations.
Note that in addition to analysing transactions over Funds, analysis is available for sites, departments and activities. See Related Topics below for more information.
Funds 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.