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Restricted Fund not in the list
Posted: Tue Aug 02, 2011 8:49 pm
by CoveBaptist
When I post a transaction using restricted funds and click "Release Restricted Funds" that account is not in the list. What have I done wrong? Thanks!
Re: Restricted Fund not in the list
Posted: Tue Aug 02, 2011 10:41 pm
by NeilZ
CoveBaptist wrote:When I post a transaction using restricted funds and click "Release Restricted Funds" that account is not in the list. What have I done wrong? Thanks!
Um ... I'm going to state the obvious, you do have a restriction setup for this area ??
Re: Restricted Fund not in the list
Posted: Wed Aug 03, 2011 10:10 am
by Zorak
If you see the accounts when you look at the Chart of Accounts, but do not see it in the list of things to release from, you just need to add that restriction in Fund Accounting > Setup > Maintain List of Donor Restrictions. Each step of the process allows you to either add new accounts, or select existing accounts from the list.