Ideas to Impact Conference: May 28-31, 2019

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In the Development Funds section, you can track donations, gifts, pledges, miscellaneous payments, charges, refunds, and more. You can customize funds, create your own groups and names for fund activities, as well as define fund periods and customize recurring charges. For more information, see Notes About Setting Up Funds.

Locating a Fund's Record

In the Development Funds window, locate funds using the tools at the top. You can search for a single record or scroll through each record until you find the one you want. For more information, see Locate a Record.

You can view all the families or institutions that use a specific fund using the fund filter. In the navigation pane of either the Families window or the Parishes & Facilities window, click Rates/History/Keywds, and click Fund Filter. A filter remains enabled until you click Fund Filter > Clear Filter.

Assigning Funds

Once you set up funds, you can use the Families window to assign funds to families or use the Parishes & Facilities window to assign funds to parishes/facilities. Families/institutions can have funds set up for their particular needs: special rates, fees, or billing periods.

Before you can work in the window, you must set up a fund for each transaction category. For example, you can set up a fund for building repairs and one for fund-raising events. Within each fund, you can track individual posting activities, such as offerings, Christmas, pledge payments, or service hours.

Printing Usage Reports

You can print a usage report to see which families are using which fund activities. These reports contain statistical information that can help you determine if an activity is rarely used or not used at all. In the Development Funds navigation pane, click Fund Activities > Usage Reports.

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