User Support Forum

Hi!
We've just started using version 9 and set it up without all the contribution funds we need. What is the procedure for starting a new designated giving contribution fund? Thanks in advance for any light you can shed on this!!!

HBCDave wrote:Hi!
We've just started using version 9 and set it up without all the contribution funds we need. What is the procedure for starting a new designated giving contribution fund? Thanks in advance for any light you can shed on this!!!

Simple ... make sure that the treasurer/bookeeper has the proper Fund Accounts setup in the accounting module, and that you know the numbers.

Then, enter the Contributions module, choose Maintain List of Contribution Funds. You can check the Version 9 manual on page 139 for additional info.