Creating funds

Funds are designed to provide a facility for allocating monies to specific purposes such as a special appeal or special type of collection.

The ‘Funds Setup’ part of Fund Filer is accessed via the ‘Account’ menu or from the ‘Funds Setup’ link which appears on the logged in Home Page

A default fund named ‘General Fund’ is created on opening a Fund Filer account for the first time. There is no upper limit to the number of further funds allowed on Fund Filer. Set up as many as you need.

Simply click ‘Add a fund’ and give it a name in the box that appears. Once created, your new fund will be offered on all donation entry pages.