Create a Fund

Modified on Wed, 13 Sep 2023 at 01:46 PM

You will generally create Funds when you first get the Grant Toolbox system.

 

  1. Go to the Fund Manager Module and the Funds tab

  2. Select the Plus icon

  3. Enter the Fund Name and ‘Save Draft’

  4. To open the Fund select the ‘Open’ button



Depending on your implementation you may also need to select the Fund Year

 


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