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- Open a new record from the Products service.
- Enter a Name for the fund.
- Enter a fundraising category in the Category field.
- The general ledger (GL) accounts from the category automatically flow down to the new product.
- The general ledger (GL) accounts from the category automatically flow down to the new product.
- Click the Accounting > GL Accounts tab to review the fund's GL accounts and modify them as necessary.
- Save and close the Products record.