Ready for promotion? Check out our year-end guide for tips and steps to complete your procedures:


Page tree

Funds

In the Fund Setup window, 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 Fund Setup window, 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.

To view all the records associated with a specific fund or fund period, click Fund Filter in the navigation pane. Once you look up a fund, scroll through the records to view all the associated families. The filter you use remains enabled until you click Fund Filter again, then Clear Filter.

Printing Setup and Usage Reports

You can print a report that shows how a single fund or all of your funds are set up. In the Fund Setup window, click Print in the navigation pane.

The usage report prints 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 Fund Setup window, in the navigation pane, click Usage Reports.

Tuition and Fees

Once you set up funds, you can use the Tuition & Fees window to assign funds to families. Families can have funds set up for their particular needs: special rates, fees, or billing periods.

Before you can work in the Tuition & Fees 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.

Finding History Entries

You can search all family records for certain fund history information from the Tuition & Fees window. In the navigation pane, click Find History Entries. Enter any relevant data for the entry you want, and click Find Matching Entries. To view the record associated with an entry, select it in the grid and click Lookup/OK.